| Posted On | Title |
| 10/8/2018 |
Powell Moves Markets
|
| 10/1/2018 |
No Looming Recession
|
| 7/16/2018 |
Yield Curve Inversion
|
| 6/18/2018 |
Bonds Misjudge The Future
|
| 2/26/2018 |
Deficits, the Fed, and Rates
|
| 1/8/2018 |
Bond Bull-Market Is Over
|
| 12/8/2017 |
Inversion in 2018? Not Likely!
|
| 10/4/2017 |
Dr. Doom was Wrong
|
| 7/3/2017 |
The Bull Keeps Running
|
| 6/19/2017 |
QE Didn’t Work
|
| 5/30/2017 |
We Don’t See No Stinkin’ Bubbles!
|
| 3/6/2017 |
Watch Reserves, Not Rates
|
| 2/21/2017 |
Time for a Rate Hike
|
| 9/12/2016 |
Fundamentals, Not Headlines
|
| 9/6/2016 |
QE Is Not A Magic Elixir
|
| 7/22/2016 |
Stocks Will Beat Bonds
|
| 6/14/2016 |
Why Does Japan Still Charge Taxes?
|
| 5/9/2016 |
Job Report Overreaction
|
| 12/28/2015 |
Let’s Try Again: S&P 2,375
|
| 12/14/2015 |
Panic, Punts and Reality
|
| 11/9/2015 |
The Rate Hike Huff
|
| 9/28/2015 |
Bond Spreads Won't Sink the Economy
|
| 6/16/2015 |
Greece is Detroit, Not Lehman
|
| 5/27/2015 |
Black Swans & Forecasting
|
| 5/19/2015 |
QE Did Not Build the iWatch
|
| 3/9/2015 |
Good News is Still Good News
|
| 11/10/2014 |
Change Is In The Air
|
| 1/7/2014 |
Why Tapering Doesn't Matter
|
| 1/6/2014 |
Dow 19,500, S&P 500 2,150
|
| 12/30/2013 |
Plow Horse, Trotting
|
| 11/25/2013 |
QE: Not That Big of a Deal
|
| 11/25/2013 |
Quantitative Easing and the Bond Market – Can Private Buyers Absorb the Debt? - Part 3 of 3
|
| 11/25/2013 |
Quantitative Easing and the Bond Market – Has QE Held Down Rates? - Part 2 of 3
|
| 11/25/2013 |
Quantitative Easing and the Bond Market – How Big is the Fed’s Role? - Part 1 of 3
|
| 11/14/2013 |
The Chairwoman and QE
|
| 9/3/2013 |
The Bond Bear is Waking Up
|
| 8/19/2013 |
A Bear Market Is Here: In Bonds!
|
| 8/12/2013 |
"Shiller P-E" No Reason to Sell
|
| 6/24/2013 |
Back to Normal
|
| 6/18/2013 |
Stocks Are Up, But Still Cheap
|
| 5/20/2013 |
Still Bullish
|
| 5/13/2013 |
It's Not That Bad Out There
|
| 5/10/2013 |
The Bogus QE-xcuse
|
| 5/6/2013 |
The QE-xcuse
|
| 4/18/2013 |
Post-Traumatic Stress Disorder
|
| 3/11/2013 |
The Plow Horse is Trotting
|
| 2/11/2013 |
There the Bears Go Again
|
| 2/4/2013 |
The Pessimists Are Losing
|
| 2/4/2013 |
Optimism Is Winning
|
| 1/15/2013 |
2013: Market and Economic Forecast
|