Macro Thoughts

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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howling wolf

No Fear in the Fear Index: The VIX vs. the Big, Bad Market Wolf

Lessons from Kindergarten Remember the story of the big bad wolf and the three little pigs? If not, it goes

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reality check

Reality Check? Flat GDP vs. Market Excess, Record-High PE Ratios and a Bond Bubble. Investor Beware?

The Smug Since Adam met Eve, history tends to confirm that spoiled kids and rich uncles don’t produce the best

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