Feb 26, 2015
The future holds great peril for central bank’s inability to reverse course.
Feb 19, 2015
The stock market just reached another all-time high. At the same time, bond yields are near all-time lows. International stocks are cheap, but the world is going to hell in a hand basket.
Feb 12, 2015
Last year the Federal Reserve announced its intention to begin raising discount rate, with a data-dependent target of mid 2015. Almost every single day analysts, pundits and money managers weigh in on whether the central bank should actually do it.
Feb 5, 2015
This is one nutty market. One day the Dow Jones Industrial Average plunges 300 points and the next day it soars 300 points. It seems like half the pundits are bullish on stocks and the other half warn of an impending crash.
Jan 29, 2015
Quantitative easing (QE) is the drug of choice for central bankers in the 2010s. It's become all the rage.
Oct 26, 2012
This is a particularly tricky time for the market. The U.S. economy is teetering right now, with signs of both worsening and improvement.
Oct 5, 2012
Last decade witnessed an unprecedented boom in commodity prices. While prices today are generally below the highs of last decade, they might be poised for a second epic rise that will be perhaps even more stunning.
Aug 20, 2012
The economic news has been mostly bad, but the market seems to love it. It seems that the market just shrugs off all these serious concerns and continues to forge higher anyway.