June 2017 | Signals Matter

Hawkish Sounds from the FMOC. Is the Market Listening?

Fed Hawks

Hawkish Sounds from the FMOC. Is the Market Listening?

Once Upon a Time: Fed Guidance and Fairytale Markets. Ever since the ABS humpty-dumpty market fell off the wall in

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elephant in the room

Politics, Markets and the Mass Media—Which Leg of the Stool Breaks First?

                                       

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Slipped girth with path

Rising Interest Rates and the US Housing Market—A Pain in the Asset Class

  More Heads in the Sand As we watch donkeys and elephants daily chasing each other’s tails on the news,

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boy writing on blackboard

It’s a Math Thing. How Ex-Items Accounting & Stock Buy-Backs Prove Over-Valuation in the S&P

Ridiculous. Accounting is pretty boring. And these markets are exciting. Yet if we overlap the boring with the exciting, we

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