NFP lifts Yields & Spooks Stocks

Giving the Fed Excuses for More Tightening
We noted last week that the shorter term risk was to the upside. After outlining many of the technical positives of the market, we noted...
Chart of the Week: Monthly S&P500 Gains/Losses (7 year)
Fed Gets New Excuse to Keep Tightening Rates
“The squalls never matter until they hit”
As we await Alan Abelson’s return from Timbuktu, the formidable Randall Forsyth continues to fill in, looking askance at the...
Real Fed Fund Rates
Last week, we looked at the historical range of Federal Reserve Funds since 1946. It was a simple mean reversion, and did not...
So much for “One and Done”
So much for "One and Done." In raising rates the expected 1/4 point, the Fed announced that they are likely to keep increasing...
Famous Last Words
Barron’s notes that while Bernanke did not utter those four special words, the meaning of his speech this past Monday essentially...
New Real Estate Phase: Repricing Houses Downwards?
