Let’s not mince words: Canceling the 30 year bonds, when rates were low and heading lower – towards half century lows – will go...
Read More
I was out on Friday, so I didn’t get a chance to review the GDP revision in the BEA release (I take one day off, and that’s...
Read More
We have been watching, with no small degree of skepticism, a stream of improving Macro-economic data. Color us unconvinced. Many of the...
Read More
Kevin Lane notes that “short-term momentum indicators on the NASDAQ Composite that suggest, in the near-term, the index may be a tad...
Read More
One for five. That was my record for tech purchases during the 2004 holiday season. My wife’s laptop arrived in perfect shape, worked...
Read More
I was surprised to see this bit of misinformation in Forbes: "Data-mine all you want. You’re not going to find a credible...
Read More
Bipolar Disorder Interview with Ray Dalio, Chief Investment Officer, Bridgewater Associates By SANDRA WARD WHEN YOU MANAGE NEARLY $120...
Read More
Interesting article in The Economist about China and its growing economic (and therefore political) influence. I was particularly struck...
Read More
I was out of pocket all day yesterday, and didn’t get a chance to address the GDP data. At 3.4%, it came in slightly below the...
Read More
Fascinating story I somehow overlooked from INC, excerpting a book (China, Inc.) I am halfway thru: How China Will Change Your Business :...
Read More
