- Economics
Why So Pessimistic?
Apr 9, 2021Read MoreLast Friday we learned that the economy added 916,000 jobs in the month of March – the most since August of last year. We also learned that unemployment fell t…
- Stock Market
The Archegos Debacle
Apr 5, 2021Read MoreOver the past week or so there has been some unusual volatility in a handful of stocks, both US and Chinese. Media reports have attributed the volatility to fo…
- Economics
More on Inflation
Apr 1, 2021Read MoreWe hear all kinds of opinions on the inflation outlook. Some economists believe factors like globalization, technological advancements, and demographics will k…
- Economics
Does the Fed Have Ulterior Motives?
Mar 25, 2021Read MoreThe Fed has two Congressional mandates that are supposed to guide its monetary policy: 1) maximum employment, and 2) price stability. With regard to the employ…
- Fiscal PolicyMonetary Policy
The Fed Is Keeping the Punch Bowl Full
Mar 19, 2021Read MoreI appeared on CNBC’s Power Lunch this Friday with Ron Insana, and Ron’s comments got me thinking. (As Ron tends to do – Ron’s insights are almost always useful…
- Investment Strategy
After the Half: What I Didn’t Say on Halftime Report
Mar 16, 2021Read MoreToday on Halftime Report, the panel got into a heated discussion about the possibility of a correction. Scott Wapner asked me and I said I believe the market i…
- Stock Market
The Evidence Continues To Mount
Mar 15, 2021Read MoreThe much-publicized market trends continue to be reinforced. Since the yield on the 10-year Treasury bottomed out in August of last year at around 0.51%, that …
- Fiscal Policy
Surge In Savings Increases Investor Risk
Mar 4, 2021Read MoreLast week we learned that Personal Income soared again in January as the federal government began sending out checks tied to the second round of COVID economic…
- Stock Market
Just Another Head Fake?
Feb 25, 2021Read MoreStock-market volatility appears to have returned with a vengeance over the past several days. Though you wouldn't know it from looking at the daily closing le…
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