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Nattering Nabobs
One of the most interesting debates in economic and investing circles today concerns the mental state of investors. Are they overly optimistic about the state of the economy, buying stocks with no...
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The Illusion of Progress
If all you do is read headlines, it would seem that the US is making steady progress toward solving some of the most pressing issues of the day. President Obama went to Copenhagen last week and came...
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The Beginning of the End of Easing
The Federal Reserve raised the Discount Rate Thursday evening after the close of New York trading and the Tout TV crew immediately shifted into Oh My God! mode. Maria Bartiromo was in a tizzy trying to...
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Weekly Economic and Market Review
For the last few months it seems I have written the same thing every week – the economic data was better than expected with the exception of housing and jobs. Well, last week – at least for now – that...
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The economic data continued its mixed performance last week with little in the way of surprises. The recovery is definitely slowing and that is quite disappointing considering that it hasn’t been a...
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The economic reports last week continued the trend of reports showing a drop off in growth. Worse actually since several of last week’s reports were just plain bad and indicated outright contraction...
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Weekly Economic and Market Review
Is there a bubble in bond land? That’s become the hot question of the moment with everyone from Jeremy Siegel (yes) to Randall Forsyth at Barrons (no) offering an opinion. I was even quoted in an...
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GM sold shares to the public last week some of which were previously owned by….the public. Anyone lucky or well connected enough to be allocated shares in the IPO was able to book a near 10% profit...
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Bi-Weekly Economic Review
The economic data releases since the last update were generally upbeat but markets are forward looking and the future apparently isn’t to their liking. Of course, it is hard to tell sometimes whether...
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