As I’ve shared, I agree with the consensus view that good news remains bad news because good news means the tapering of QE may

After last Friday’s 200 point Dow rally following a 200k+ jobs number, is it safe to say that the market is finally beginning to

According to economist Ed Lazear, it takes 120,000 new jobs each month to keep pace with U.S. population growth. At 200,000—an 80,000 surplus—we’ll be

This week Zara and I discussed the market’s seeming obsession with the Fed, and how the monster 2008 bear market is the best thing

This week Zara and I discussed the market’s seeming obsession with the Fed, and how the monster 2008 bear market is the best thing

Here’s paragraph one from a CNBC market update this morning: U.S. stocks opened lower on Thursday after data had the economy growing more rapidly

Click the play button below for today’s commentary:

Click the play button for today’s commentary:

I can’t tell you how many times I’ve told a client, or a live or television audience over the years that virtually every investment

The bad economist sees only what immediately strikes the eye; the good economist also looks beyond. The bad economist sees only the direct consequences