The economy continues to improve. Inventories are low, GDP and Productivity strong; Industrial metals are up. Money Supply is still...
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We discussed yesterday how Structural Job Loss “Complicates” Recovery. The Washington Post has picked up on the same theme today, in...
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Yes, payroll numbers, unemployment and joblessness are lagging indicators. It’s a well known understood process: As companies start...
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The the era of big government is back, thanks to the Bush Administration. That’s the conclusion of a Brookings Institute study. The...
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Bernard Bernanke on the thankless task of economic forecasting: “When I was a boy in South Carolina, my parents always advised me...
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On numerous occasions we have written (more times than we care to recall) that this has been a unique recession/recovery cycle with a...
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After years (if not decades) of failing to discharge their duties with diligence or honor, we have now reached the point where the SEC is...
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An interesting view from the professional *OPM class: Many professional investors have thought that the market might have the usual fall...
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A New Leaf: Welcome back to the red and green seas. We trust you had a relaxing summer. While you were away, quite a few things have...
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An old joke thats totally apropos: I once asked a friend on Wall Street about the market. “I’m optimistic,” he said....
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