Here’s Paul Krugman from yesterday’s column (he liked Larry Summers’ speech at the IMF annual conference): But what if the world we’ve been living

Based on several measures of valuation “you would not see stock prices in territory that suggest bubble-like conditions”, or so said soon-to-be Fed pres

I can’t help but wonder, if the Fed could do it all over again, would they have gone as deep into QE? “Data dependent”

This morning Zara and I had a good conversation about the market, the Fed, and the individual investor. Click here to view…

(HT Jim York) Or, if we deem society unfair because some beings get to climb trees while others wallow below, we—in our demand for equality—are

Here are a few comments, headlines, and quotes, each followed by my response in blue. A client says: “When the Fed finally begins tapering

Paul Krugman says a lot in his latest NY Times column The Mutilated Economy. I’ve honestly been trying not to pick on the poor professor quite

While I forever preach the folly of market timing—having just finished a fairly involved research/due diligence session—I thought I might give you a little

Click the play button for today’s commentary:

This morning Zara and I discussed the market, the Fed, the business cycle, present sector allocation challenges, and one reason why we haven’t seen