Recent Articles By The Author

Inflation, the Fed and How to Position Your Portfolio Around the Latest Numbers

The evidence that inflation Is slowing Is mostly circumstantial.

A More 'Data Dependent' Fed Isn't a More Dovish Fed

November's jobs report puts stocks in a tough spot: either the Fed is going to keep hiking or we are going to get a recession.

Is the Market Presaging a Recession?

There really is no way to know a recession is coming until we are already in one,

The Fed Is Probably Going to Keep Hiking Rates Until Unemployment Stops Falling

Federal Reserve Chief Jerome Powell is going to do what he thinks is best from a policy perspective.

Here's Where the Credit Markets Stand Right Now

Credit can be a leading indicator for equity market performance.

What Should You Do With Your GE Bonds?

What seem like very small changes in risk perception lead to relatively large changes in bond prices.

What the Market's Election Reaction Tells Us and How to Get Ready for the Fed

There is a great trading lesson in Wednesday's market move.

The Real Economy Is Booming

What does this mean for markets?

Trump's Fed Bluster Likely Will Be Much Ado About Nothing

The president's attempts to intimidate Jerome Powell probably won't impact Fed policy, with one possible exception.

The Fed Really Likes That Its Gradual Approach to Rate Hikes Is Working

I cannot emphasize enough how much the Fed values their inflation credibility.

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