The Fed Is Data Dependent and the Stock Market Is Fed Dependent

The academic argument for the Fed to cut rates based on recent data is nonexistent.

The Fed's Old 'MO' Is No More

What happened with the Fed Wednesday and how to position for what comes next.

The Market Is Now Ahead of Itself and That is a Problem for the Fed

What I expect from the Fed this week and how the markets will likely react.

Hey, Apple, Here's What This Shareholder Wants to Hear From You: Market Recon

We also dissect the S&P 500's record run, check out China's latest economic data and take a skeptical glance at an idea floated by a couple Fed officials.

We've Got a Double Whammy of Jobs Plus Fed News: Market Recon

How all this, plus things like the housing market's New Home Sales, are helping support the market.

Dollar and Yield Curve Rise -- But Is Anyone Looking?

The 10-year and 2-year Treasury yield curve is on the verge of hitting a four-month high and no one seems to care, nor do they that the dollar is rising. Blame it on complacency.

Prepping for Next Week's Fed Meeting and a Deluge of Economic Data

Here's what we could hear and how it would impact the debt and equity markets.

5 Reasons I Am Now in the Risk-Off Camp

Why I believe it's time to take profits and reduce risk.

Treasury TIPS Are Still a Bad Bet

TIPS just don't have the volatility to produce a big payoff, either in the breakeven or the resulting price action.

How to Allocate Your Income-Generating Assets Now

My 'Hopium/Doomium' model has stood the test of time.