While we wait . . . via The Mess that Greenspan made
Sector Performance Following Fed Cuts
Great set of charts from the Bespoke boys showing what the relative strength of various sectors have been since the Fed began cutting...
Cody and Jim Rogers on Fox Business
My pal Cody & Jim Rogers chat about the Fed. Roger’s also discusses his book "A Bull in China"
Rally Continues on Bernanke Comments
Markets up smartly on the heels of Bernanke’s speech last night. The panic had become palpable, leading to dovish comments from...
Breaking the Business Week Cover Curse?
It’s A Low, Low, Low, Low-Rate World. No, really — it is. The yield on the 10 Year was under 4% this morning — briefly...
FOMC Minutes
The new improved FOMC Minutes are out here (and in PDF version) This is the most notable paragraph in my read: "Participants...
If the US has a Recession, Who is to Blame?
> "Alan Greenspan really made a mess of all this. He pushed out too much liquidity at the wrong time. He supported the tax cut in...
More “Tame” Inflation
> Won’t someone please fire these lazy headline writers? Its amazing to read these headers on inflation, which are then belied...
Producer Prices: Tame, or Not?
0.1% PPI ? Not according to the BLS year over year data: "From October 2006 to October 2007, finished goods prices advanced...
Rising Crude Oil Pushes Consumer Prices Higher
I’m not sure what to make of the Core-heads — that motley collection of blinker-eyed ostriches who either claim there is not...