June Payroll data: “I have some good news and some bad...
Jobless numbers came in quite light this morning at 112,000 — far below consensus estimates of 250,000. May Payrolls data was...
Mirror Image?
With the Fed meeting behind us – and a long holiday weekend ahead of us – the markets are selling off today. Its about time, in our...
Chart of the Week: S&P500 Peak after Fed Funds Low
A historical look at the average number of months it typically takes the SPX to peak from the low point in the cycle of the Fed Funds...
Fed’s Measured Moves
click for larger chart Source: NYT Two good articles on the Fed from the New York Times. Sources: Up, Yes. But How Much, How Fast? By...
Post Fed Increase Market Performance
Ned Davis Research put out a piece in December 2003 titled “FED WATCH — Much Ado About Nothing or Something?” I really...
Clarifying the ‘5% Rule’ and ‘Mirror...
I received a lot of questions recently about the same issues, mentioned both on the air and in a recent TheStreet.com column: Recapping...
A Journalistic First
This has to be a first: Altercation, Eric Alterman’s fine blog on Media matters, ran with the F9/11: What political impact? today...
National Review picks up “Do Over”
National Review picked up a quote from yesterday’s “Do Over.” (Hey, anyone else who wants to compare me to Sinatra...
Bush Slipping Amongst Corporate America?
Two recent polls/anecdotal surveys reveal disturbing realities about what should be near automatic support for the President amongst GOP...
Media Appearence: Kudlow & Cramer
A quick heads up: I just got tagged for Kudlow & Cramer tonite, 5:10 pm, CNBC. We will be 2nd up on the show, following a General...