I love finding disconnects in the market (i.e.,the PPI data today); Unfortunately, the people who fail to understand what the scientific...
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Today’s data release got the party rolling: Core PPI (excluding food and energy) fell 0.3%, the first such drop since October...
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One of the more interesting issues of any modelling or statistical work is whether they have the attributes of Accuracy or Precision....
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David Merkel at RM notes that as controversial as the word "Stagflation" is, it is getting more popular as "references to...
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Technical Analysis gets a bad name, and for all the wrong reasons. People seem to be put off by some of the more esoteric pattern...
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With the market up nearly 1% today, there’s not a whole lot of Bearish noise to be found. So as a bit of counter-programming (via...
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Whew! Tough travel week, and I have tons of catching up to do. As soon as I sift thru all this email, I have a few posts nearly...
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Another week, another collection of mayhem: From the Fed pause to the not-so-friendly skys, indices lost between 1-1.5% this week,...
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If its Saturday nite, then its time for an Open Thread. The questions before you: Is this the end of the Fed cycle — or is it...
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The Liscio Report, via Barron’s Alan Abelson, notes the multiplier effect of each dollar spent on Housing. "We’ll...
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