Making Insider Trading Legal
I’m still digging out from what I missed while on vacation, but this obscure speech from SEC Commissioner Paul Atkins last week...
4 Year Presidential Cycle: Bond edition
Last week, we looked at the 4 Year Presidential Cycle and equities, via Birinyi Associates. Today, we take a look at similar data as it...
4 Year Presidential Cycle
I have always wondered how the Presidential Cycle plays out in the 2nd term of a Presidency; Unfortunately, there are not enough post-war...
Read it here first: The Cost of Sarbanes-Oxley
It is a rather annoying tendency of politicians — and their empty-headed acolytes — to use and abuse of data and charts. One...
Constitutional Amendments?
What happens in the Congressional mid-term elections can potentially impact how the market plays out over the next few years. So as...
White House Hits New Nadir: 29% Approval
Far be it from me to understand politics — that’s why we stick to our knitting and focus on markets — but I gotta...
Tax Cuts Crash Market (?)
Here’s why its so dangerous to read specific elements into the day to day gyrations of Mr. Market: Consider this hypothetical news...
Stephen Moore Gets Slick With the Data
Early this morning, I caught a few minutes of Stephen Moore’s Supply Side arguments on CNBC re Tax Cuts. Rather than discuss what...
Gasoline Prices & Presidential Approval
Lots of polling data out this week: Here are few separate charts of Presidential Approval rating of key polls (composite); Prez...
SUV fill up index
Tim rolls out the latest version of the SUV fill up index; Note that many of these high end trucks require premium fuel, which in NY is...