On Scholasticism
I have to confess, that as a mostly self taught investment advisor- and by “self taught” I mean I've consumed thousands of pages and...
Making (some) Sense of the Labor Participation Rate
In the face of months of steady employment gains, along with some green shoots of wage growth, there's been quite a bit of political...
Rate Fearmongers Wrong Yet Again
For anyone worried about the prospect of "rising interest rates"- and I hear it so often I'm ready to throw a rock at Bloomberg TV- the...
2013 Year End Talk
Time once again for my year end round up. And the big news is the Fed will finally slow it's purchasing of government and mortgage paper...