Market-insights

The Labor Market Mystery

The most important economic report of the next couple of…

Market-insights

GDP: Soft Headline, Solid Fundamentals

The most important part of the quarterly GDP reports is…

Market-insights

The Fed DID NOT Save the Economy 

Last week the Wall Street Journal (WSJ) opinion page published…

Market-insights

The Bull Market Still Lives 

Stock market corrections (usually defined as 10% pullbacks) are hard…

Market-insights

A Shutdown Would Be Positive

The U.S. faces a future of trillion dollar annual deficits…

Market-insights

How TARP Created Trump

A rudderless ship, or a ship with no anchor in…

Market-insights

The Uber-Dove vs Black Swans 

You couldn’t have missed it. Only stages full of GOP…

Market-insights

The Fed: More Noise Than Meaning

Whatever the Fed does on Thursday it is not a…

Market-insights

Everything’s Not Bad

Entrepreneurs create growth, not politicians or the Fed. Janet Yellen…