I have a new column up at TheStreet.com, titled The Street Gets Inflation Threat Backwards. It is an expansion of a few recent...
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This is the article that the Greenspan quote came from that popped the market today; I don’t know how accurate it is (holographic...
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One of the odder aspects of analyzing the economy and capital markets comes when you reach a significant disagreement with the mainstream...
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As the 5 year chart below reveals, there has been no wage pressure in the economy over the past 5 years. The most recent drop and snap...
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Let’s call the job and wage data somewhat contradictory. Perhaps nuanced is a better word. Understanding why the series has...
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As we digest the Fed statement, let’s put yet another Bullish Myth to rest: Markets do not have an upward bias after a rate...
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Here’s something that only got minor play this week: CPI data for December, and the full year were released, and it...
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One of the odder bits of analyses we have happened across over the holidays is this bit of explicative: “Of course employment has...
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Panzner answers no: click for larger graph Inflation has accellerated since the 1929 crash . . .
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The Fed announced their plans today to “only invert the Yield Curve somewhat,” rather than the deeper and more extensive inversions...
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