A House Divided Is Good
Midterm elections are less than 100 days away, and we will soon be in the thick of another season of electioneering. Each party will be...
What are the Odds of a Recession?
“We have an inverted yield curve, a negative savings rate, six-year-high industry operating rate, multiyear-high commodity prices,...
Careful What You Wish For: Perhaps the Fed Should Raise After all
Friday’s reversal calls into question the desirability of a Fed pause. Follow my thinking on this one: The same people who...
Major Equity Indices July 2006 Returns
via Birinyi Associates, comes this great pictograph of the past month’s performance. Major Equity Indices July 2006 Returnsclick...
Conflicting Trends: Inflationary Wage Increases and Rising...
Short but sweet from Barron’s Alan Abelson this morning: "How bad was the employment report? Bad enough. Compared with the...
Win the Battle, Lose the War
Yesterday’s comments about taking a trade were correct about the initial reaction to the NFP. The weak jobs data and initial...
NFP: Final Piece in Fed Puzzle?
Everyone’s favorite datapoint is out today: Non-Farm payrolls gets released at 8:30. Of course, I am sticking with the...
Short versus Long Term: The Topping Process at Work
NOTE: This Trading alert was originally posted at Ritholtz Research & Analytics on Thu 8/3/2006 3:05 PM EDT; An email went out...
The July Effect
Mike Panzner sends us this Q3 variation of the January effect: During the past two decades, the market has been up in the first month of...
“These People Are Dangerous”
Natexis Bleichroeder Technician John Roque makes these astute observations about the inflation rate as it relates to sentiment and the...