Could Financial Warfare Waged Abroad Boomerang On U.S.?
I have been alarmed by the speed and daring of the recent Russian takeover of the eastern portion of Ukraine. Our country’s reaction to this...
Thanks To Our Awesome Community
Roughly three years ago, I embarked upon a journey to provide a platform for smart, unbiased financial minds to be heard. I realized that...
Trend to Nowhere: Thoughts On the Current Market Noise
Last week continued the Great Market Travail of 2014, with price action across major equity indices providing exactly zero clue about the path ahead. ...
Market Recap For April 2014: QE Unwind Edition
by Greg Naylor   April was an uneventful month on the economic front, as the conflict in the Ukraine entered a quiet news zone, the...
Rising Meat Prices Point To Expensive BBQ Season
As Memorial Day approaches, more and more family and friends will get together for backyard parties and BBQs. But with rising meat prices, the...
The Fix Is In: Is Earnings Season Gamified?
With over 90% of the S&P 500 (SPX) reporting through last Friday, Q1 2014 earnings season is effectively over. As Factset reports, of those...
Apple Deal With Beats Gets Mixed Reviews; Cool Factor Weighs
When the Apple deal with Beats started to make its way through the headlines, my first thought was "good fit." Â And although it has...
Snowpocalypse Now: Why Resilient Q2 GDP Estimates May Be Fantasy
In spite (no, actually because of) last week's flatlined +0.1% Q1 Advance GDP Growth reading (published by the BEA here), Goldman Sachs' Kris Dawsey...
May Day S&P 500 Performance Since 1950
It's May Day: half of the Western world is taking a holiday, but markets in the Americas are opening for business.
In contrast to the...
Fed Tapers While GDP Slows: Not So New-sy
On the same day that investors received confirmation that the economy slowed to a crawl (advance Q1 GDP logged in at +0.1), they also...
