No Goldilocks Economy
Ever wonder how two different kinds of traders can see the same economic news release, yet come up with wholly differing conclusions as...
Be Wary of Anything approaching 140% of GDP
I have taken the position that Real Estate is not a bubble, but is merely a somewhat extended asset class, driven that way via easy Al...
Nonfarm Payroll data: 15 year chart
The Online WSJ has a nice index of reports in their Economic Calendar, which I believe is not subscription only (let me know in the...
My expectations about the Jobs Report
I wanted to address a few emailers on yesterday’s column, and today’s CNBC appearance. Yes, I am out on a limb with this jobs report...
CNBC The Mystery of the Awful Economists
Around 8:15ish, Steve Liesman and I will be discussing "The Mystery of the Awful Economists" — a research...
The Mystery of the Awful Economists
“We have 2 classes of forecasters: Those who don’t know… and those who don’t know they don’t...
Greenspan’s New Forecast
Spencer England reminds us of the Fed Chief’s forecasting history: The market is rallying on Alan Greenspan’s comments,...
Read it here first: China’s Latin American Oil Grab
"In recent months, though, China’s voracious economy has brought it to Venezuela, and much of South America, in search of...
Waiting for Kedro
One of the highlights of my weekend is Professor Paul Kedrosky’s Sunday morning linkfest. (yes, I know, that’s kinda...