Productivity & Unemployment
After this week’s Fed non-event, comes a busy, back end loaded week of economic releases. Most important to our economic thesis will be...
Weekend Reading
WSJ: August Wins Dubious Honor Of Worst Month for Stocks, by ERIN SCHULTE (WSJ subscription required) “If history is any guide,...
2004 Deficit: $600 Billion+
Stan Collender is managing director of the Federal Budget Consulting Group at Fleishman-Hillard (And the author of The Guide to the...
The ACME Federal Reserve
There are some uncanny parallels between what Fed Chief Alan Greenspan did for equities in the ‘90s, and what he’s doing as of late...
Market Internals Weakening
Chart of the Week: Market Internals beneath the surface continue to soften, suggesting more near term corrective activity. Increasing...
Quantum Mechanics and the Markets
Physics, in my opinion, is as much a valid study for those planning a career in the markets as is economics or business administration....
Economists versus Strategists
True story: I get a call from an institutional client of the firm; Runs a bunch-o-money in Europe. He notes that a lot of my recent...
Giving the benefit of the doubt to the Bears
James “Rev Shark” De Porre writes a nice trading diary for TheStreet.com’s premium product, RealMoney.com. He had some...
The Amazing Disappearing Tax Revenue
The Amazing Disappearing Tax Revenue Officials, Economists Ponder Whereabouts by Jonathan Weisman Washington Post Staff Writer Saturday,...
Defense Spending ?
As we discussed previously (Economic Data Imperils Rally), the bulk of Q2 GDP growth was in defense spending; Here’s Steve...