Part I of the Paul Desmond Q&A is posted at thestreet.com (free) This is probably the coolest thing I’ve done at The...
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I really like the way this chart, by Joseph Ellis, presents this information: Long-term interest-rate changes and the stock marketclick...
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Back on June 1, 2005, Dallas Fed President Richard Fisher told CNBC: “We are clearly in an 8th inning of a tightening cycle, and we...
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Are Bears really more rigorous than Bulls? I don’t know the basis of that statement, but I hear it alot, most recently from Jim Cramer....
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Small World: On Saturday, I mentioned problems with Citibank’s Panic/Euphoria sentiment measure. Then, I discussed the work of...
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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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"Exxon Mobil spent more money in 2005 buying back stock than it did on capital spending, exploration and research and...
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Yesterday (via Doug Kass), I noted that the Consumer had grown increasingly levered. Why is this so important? Because of the...
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I’m thinking about adding a category called "The Philosophy of Markets." Why? Because I frequently read statements that...
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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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