The Big Picture

WSJ reporter and long time Fed watcher Greg Ip makes the observation that the Fed was somewhat less bullish this meeting than the last...

I’ll be on CNNfn this morning at 11:30 discussing the markets, the Presidential elections, and terrorism. Should be interesting . ....

Several people have written asking where they can find this or that data series. While there is a tremendous amount of material on the...

Interesting commentary from The Asian Times: Spain’s elections show why radical Islam can win: “Radical Islam has scored its...

I’m on Fox today (Your World with Neil Cavuto @ 4pm EST) discussing terrorism and the markets. See the previous post for an...

Many people blamed the market’s slide on the horrific bombings in Madrid last week. We believe Investors who adopt this approach risk...

Arms Index 10 Day Moving Average (2 years) As the two-year chart of the ARMS index shows, there have been several false signals since the...

We have a Fed meeting this week. Conventional wisdom is that the Fed’s hands are tied. As is so often the case, conventional wisdom...

The Bureau of Labor Statistics weighs in on the now thoroughly discredited Payroll vs. Household Survey pseudo-controversy. Economists...

Consistent job losses began in 2001; They only ended after a massive stimulus package of tax cuts, deficit spending, interest rate cuts,...