Fed Near the Cliff

April 8, 2015

The incessant parsing and analysis of each and every Fed utterance is becoming quite comical.  God love Steve Liesman and Mark Zandi, but are they really adding much value [...]

What Just Happened?

June 26, 2013

Over the week since we sent out our last Market Commentary, the investing landscape changed rather dramatically. From last week’s highs to this week’s lows, the [...]

Hope for Housing

September 27, 2012

It is not reasonable to consider “what if” until we establish a clear understanding of “what is.” We have long assumed that the Federal Reserve has been targeting [...]