| 11/18/2024 | Don’t Forget the Lags |
| 11/11/2024 | The Fed’s Challenge |
| 11/4/2024 | Finally, Election Eve |
| 10/28/2024 | Markets are Smarter than Government |
| 10/21/2024 | GDP Growth Still Solid |
| 10/14/2024 | Have We Reached Peak Keynesianism? |
| 10/7/2024 | The Politics of Limits |
| 9/30/2024 | Profits and Stocks |
| 9/23/2024 | The Budget Blowout |
| 9/16/2024 | It’s Money, Not Spending, that Causes Inflation |
| 9/9/2024 | Slower Faster |
| 9/3/2024 | Celebrating Workers |
| 8/26/2024 | Rate Cuts on the Way |
| 8/19/2024 | Price Controls Redux? |
| 8/12/2024 | The Week Ahead |
| 8/5/2024 | The Lags are Over for Tighter Money |
| 7/29/2024 | Want Affordable Housing? Build Homes, Cut Government |
| 7/22/2024 | Moderate Growth in Q2 |
| 7/15/2024 | M2 Slowdown Finally Gaining Traction |
| 7/8/2024 | How Strong is the Labor Market? |
| 7/1/2024 | America's 3.5-Second Miracle |
| 6/24/2024 | Lessons Not Learned |
| 6/17/2024 | Replacing Taxes With Tariffs |
| 6/10/2024 | Spotlighting Inequality |
| 6/3/2024 | Waiting on the Fed |
| 5/28/2024 | Housing Update |
| 5/20/2024 | Are Abundant Reserves Paying for the CFPB? |
| 5/13/2024 | Would Trump Reignite Inflation? |
| 5/6/2024 | The Fed Faithful |
| 4/29/2024 | The Worst Malinvestment |
| 4/22/2024 | Continued Growth in Q1 |
| 4/15/2024 | Elections Matter |
| 4/8/2024 | Is the Fed Tight, or Not? |
| 4/1/2024 | The Fed Audit |
| 3/25/2024 | Welcome to State-Run Capitalism |
| 3/18/2024 | Focused on the Fed |
| 3/11/2024 | Is the Job Market Really That Strong? |
| 3/4/2024 | Is a Debt Spiral Already Here? |
| 2/26/2024 | Watching the Fed |
| 2/20/2024 | January Stagflation |
| 2/12/2024 | CBO’s Rosy Scenario |
| 2/5/2024 | Labor Market Not Adding Up |
| 1/29/2024 | A Stock Market Conundrum |
| 1/22/2024 | Slower Growth in Q4, But No Recession |
| 1/16/2024 | Budgets And Governing |
| 1/8/2024 | Low Quality Growth |
| 1/2/2024 | The Housing Outlook: 2024 |
| 12/26/2023 | A Mild Recession and S&P 4,500 |
| 12/18/2023 | Greedy Innkeeper or Generous Capitalist? |
| 12/11/2023 | What Should the Fed Do? How About Nothing? |
| 12/4/2023 | Disinflation, Not Deflation |
| 11/27/2023 | Argentina: Is the Pendulum Swinging, Again? |
| 11/20/2023 | Consumer Spending Set for Slower Growth |
| 11/13/2023 | The Election Outlook is a Tax Outlook |
| 11/6/2023 | Government Is Too Darn Big |
| 10/30/2023 | It’s the Same Bear Market |
| 10/23/2023 | Growth Surge in Q3 Masks Weak Trend |
| 10/16/2023 | Big Government Weighing on Growth |
| 10/9/2023 | Crisis Management Government Leads to No Good |
| 10/2/2023 | Tax Policy Outlook |
| 9/25/2023 | Don’t Fall for the Q3 Head-Fake |
| 9/18/2023 | Higher Rates & A Shutdown On The Menu |
| 9/11/2023 | Our Stagflationary Future |
| 9/5/2023 | Fiscal Madness |
| 8/28/2023 | Stocks Look Pricey |
| 8/21/2023 | Where is the Economy? |
| 8/14/2023 | An Age of Fiscal Limits |
| 8/7/2023 | Here’s Something to “Fitch” About |
| 7/31/2023 | Not All Recession Theories Make Sense |
| 7/24/2023 | Still Growing |
| 7/17/2023 | Has the Inflation Threat Passed? |
| 7/10/2023 | Still Overvalued |
| 7/3/2023 | The Red, White, and Blue Swan |
| 6/26/2023 | Burns or Volcker? |
| 6/20/2023 | Is the Recession Threat Dead? |
| 6/12/2023 | It’s Still About the Money |
| 6/5/2023 | Jobs With Little Growth Means Less Productivity |
| 5/30/2023 | Discount the Happy Talk |
| 5/22/2023 | Agents of Change? |
| 5/15/2023 | Battle of the Budget |
| 5/8/2023 | Bank Problems Aren’t Over, But It’s Not 2008 |
| 5/1/2023 | All Eyes on the Fed |
| 4/24/2023 | Closer to a Turning Point |
| 4/17/2023 | January Surge Kept Q1 Positive |
| 4/10/2023 | How to Lose Reserve Currency Status |
| 4/3/2023 | Still Bearish |
| 3/27/2023 | The Fed Waffles |
| 3/20/2023 | Heading Toward a National Bank? |
| 3/13/2023 | Ignore the Crazy |
| 3/6/2023 | What Happened to the Recession? |
| 2/27/2023 | Hard Landing, Soft Landing, or No Landing |
| 2/21/2023 | Monetary Mayhem Clouds Crystal Ball |
| 2/13/2023 | January Data Get Hot |
| 2/6/2023 | The Game Isn’t Over |
| 1/30/2023 | Debt Limit Drama |
| 1/23/2023 | Rearview Mirror OK, Collision Ahead |
| 1/17/2023 | Soft Landing? |
| 1/9/2023 | Not Goldilocks |
| 1/3/2023 | The Housing Outlook for 2023 |
| 12/23/2022 | Greedy Innkeeper or Generous Capitalist? |
| 12/19/2022 | Still Unprecedented |
| 12/12/2022 | S&P 3,900 – Dow 33,000 |
| 12/5/2022 | A Plow Horse With Shin Splints |
| 11/28/2022 | This Rally Shouldn’t Last |
| 11/21/2022 | The Aftermath Economy |
| 11/14/2022 | Democrats Overperform |
| 11/7/2022 | Beware a “Gridlock Rally” |
| 10/31/2022 | Drop in Budget Deficit is a “Sugar High” |
| 10/24/2022 | The Last Hurrah? |
| 10/17/2022 | Second Thoughts on Bernanke’s Nobel Prize |
| 10/10/2022 | Reports: Solid Growth, Persistent Inflation |
| 10/3/2022 | No Recession, Yet |
| 9/26/2022 | More Trouble Ahead |
| 9/19/2022 | Will Higher Interest Rates Tame Inflation? |
| 9/12/2022 | The Fed: What to Expect and What to Watch |
| 9/6/2022 | Home Prices Plateauing, Rents Catching Up |
| 8/29/2022 | Biden’s Student-Loan Fiasco |
| 8/22/2022 | Distorted |
| 8/15/2022 | Silly Season |
| 8/8/2022 | Tax Hikes: Bad, But Bearable |
| 8/1/2022 | Monetary Muddle |
| 7/25/2022 | Still No Recession |
| 7/18/2022 | Refocusing the Fed |
| 7/11/2022 | Mortgage Reset Alarmism Is Off the Mark |
| 7/5/2022 | How About More Freedom? |
| 6/27/2022 | We’re Not Already in a Recession |
| 6/21/2022 | Respect the Bear |
| 6/13/2022 | 50 or More? |
| 6/6/2022 | No Hurricane, Yet |
| 5/31/2022 | The Outlook for November |
| 5/23/2022 | Unprecedented |
| 5/16/2022 | Recession Unlikely in 2022 |
| 5/9/2022 | Reducing Our Stock Market Forecasts |
| 5/2/2022 | Whipping Inflation |
| 4/25/2022 | Focus on the Money, Not Rates |
| 4/18/2022 | Slower Growth in Q1 |
| 4/11/2022 | Housing: Heartburn, Not a Heart Attack |
| 4/4/2022 | We Are All Keynesians Now |
| 3/28/2022 | Inflation Games |
| 3/21/2022 | What the Fed “Should” Do |
| 3/14/2022 | It’s the Money |
| 3/7/2022 | Will Russian Sanctions Lead China to Sell US Debt? |
| 2/28/2022 | Thoughts on Ukraine |
| 2/22/2022 | Sticking to Our Targets, For Now |
| 2/14/2022 | Russia and Rate Hikes |
| 2/7/2022 | Not All That |
| 1/31/2022 | Rate Hikes Finally on the Way |
| 1/24/2022 | The 2021 Finish: Fast Growth, High Inflation |
| 1/18/2022 | Who Gets the Blame for Inflation |
| 1/10/2022 | Job Market Making Progress |
| 1/3/2022 | Welcome to 2022: The Winds of Change |
| 12/23/2021 | Greedy Innkeeper or Generous Capitalist? |
| 12/20/2021 | 2022: Moderate GDP, Persistent Inflation |
| 12/13/2021 | S&P 5,250 – Dow 40,000 |
| 12/6/2021 | Volatility and Fear |
| 11/29/2021 | Riding the COVID Rollercoaster |
| 11/22/2021 | Thankful, But Watchful |
| 11/15/2021 | Inflation Returns |
| 11/8/2021 | Tuesday Results and the 2022 Economic Outlook |
| 11/1/2021 | Eyes on the Fed |
| 10/25/2021 | Slower Growth in Q3 |
| 10/18/2021 | Respect Millennials |
| 10/11/2021 | Focus on Data, Not Spin |
| 10/4/2021 | The Cost of Lockdowns |
| 9/27/2021 | Less Government, More Employment |
| 9/20/2021 | Resist Inflation Complacency |
| 9/13/2021 | Stocks Versus the Economy |
| 9/7/2021 | Can the US “Fully Recover”? |
| 8/30/2021 | 5,000 |
| 8/23/2021 | Fed Being Tempted Into SIN |
| 8/16/2021 | Capitalism vs. Socialism |
| 8/9/2021 | Projecting Government |
| 8/2/2021 | The Seeds of Stagflation |
| 7/26/2021 | Inflation, Shutdowns, Spending |
| 7/19/2021 | Strong Growth in Q2 |
| 7/12/2021 | 4,500…Or Higher |
| 7/6/2021 | “Twin Deficits” Won’t Tank the Dollar |
| 6/28/2021 | Who Will Be the Next Fed Chief? |
| 6/21/2021 | The "Fake Tight" Labor Market |
| 6/14/2021 | Taper Tantrum Two? |
| 6/7/2021 | There’s Nothing Normal About This Recovery |
| 6/1/2021 | Inflation Revisionism |
| 5/24/2021 | A Question for the Fed |
| 5/17/2021 | Unsustainable |
| 5/10/2021 | Biden and Powell Versus Summers and Dudley |
| 5/3/2021 | Resisting the Budget Blowout |
| 4/26/2021 | The Sugar High Economy |
| 4/19/2021 | Yes, Stocks Are Still Cheap |
| 4/12/2021 | Housing Boom to Continue |
| 4/5/2021 | Jobs Are Booming |
| 3/29/2021 | Tax Hikes Are Coming |
| 3/22/2021 | The Fed, Regulation, and MMT - Irresponsible |
| 3/15/2021 | Inflation and The Fed |
| 3/8/2021 | The Fed Can’t Fix COVID Lockdowns |
| 3/1/2021 | Powell Disses Uncle Milty |
| 2/22/2021 | Overstimulation on the Way |
| 2/16/2021 | It’s Not a Bubble |
| 2/8/2021 | The Return of Inflation |
| 2/1/2021 | AOC and Ted Cruz, Agree! |
| 1/25/2021 | Can Massive Deficits Really Be Financed? |
| 1/19/2021 | Growth Continued in Q4 |
| 1/11/2021 | Elections Have Tax Consequences |
| 1/4/2021 | Keeping Good State Policies |
| 12/28/2020 | Inflation, Debt, MMT, and Bitcoin |
| 12/21/2020 | Greedy Innkeeper or Generous Capitalist? |
| 12/14/2020 | Stimulus, Bailouts, and the Fed |
| 12/7/2020 | 2021: Robust Growth, Higher Inflation |
| 11/30/2020 | S&P 4,200 - Dow 35,000 |
| 11/23/2020 | Mnuchin, Powell and the Georgia Elections |
| 11/16/2020 | Giving Thanks, Double Dip Unlikely |
| 11/9/2020 | No Wave is Good News For Stocks |
| 11/2/2020 | No More Lockdowns |
| 10/26/2020 | Economy Poised for More Growth |
| 10/19/2020 | GDP Soars in Third Quarter |
| 10/12/2020 | Profits Poised for Growth |
| 10/5/2020 | The Fed Gambles on Inflation |
| 9/28/2020 | Full Recovery Requires Reopening |
| 9/21/2020 | The Long Slog Recovery! |
| 9/14/2020 | Inflation and the Fed |
| 9/8/2020 | Positive Policies to Cut the Debt Burden |
| 8/31/2020 | S&P 500 3650, Dow 32,500 |
| 8/24/2020 | The Housing Revival |
| 8/17/2020 | Biden’s Tax Hike Agenda |
| 8/10/2020 | A Healing Economy |
| 8/3/2020 | Don’t Play GDP Politics |
| 7/27/2020 | The Bottom Fell Out |
| 7/20/2020 | There’s No Such Thing As A Free Lunch |
| 7/13/2020 | Holding Colleges Accountable |
| 7/6/2020 | The Economy and The Virus |
| 6/29/2020 | Not Locking Down |
| 6/22/2020 | Saving and the Shutdown |
| 6/15/2020 | The Fed is Committed to Low Rates |
| 6/8/2020 | The Recession is Over |
| 6/1/2020 | More Green Shoots |
| 5/26/2020 | Signs of Economic Life |
| 5/18/2020 | How Are We Going To Pay For All This? |
| 5/11/2020 | S&P 3100, Dow 25750 |
| 5/4/2020 | Light at the End of the Tunnel |
| 4/27/2020 | GDP: Bad, And Getting Worse |
| 4/20/2020 | The Economy, Inflation, and Interest Rates |
| 4/13/2020 | Job Destruction |
| 4/6/2020 | Do the Least Harm |
| 3/30/2020 | The Coronavirus Threat |
| 3/23/2020 | The Coronavirus Contraction |
| 3/16/2020 | Fed Fires Bazooka at Coronavirus |
| 3/9/2020 | A Coronavirus Recession? |
| 3/2/2020 | Fed Should Be Decisive |
| 2/24/2020 | Yes, There Was a Housing Bubble, But Not Now |
| 2/18/2020 | Lessons from Japan? |
| 2/10/2020 | Jobs, Coronavirus, and the Budget |
| 2/3/2020 | No Need for Fed Rescue |
| 1/27/2020 | Look for Steadiness from the Fed |
| 1/21/2020 | Moderate Growth in Q4 |
| 1/13/2020 | The Gift That Keeps Giving |
| 1/6/2020 | Blame the Overweight Jockey |
| 12/30/2019 | The Expansion Continues |
| 12/23/2019 | Greedy Innkeeper or Generous Capitalist? |
| 12/16/2019 | S&P 3650, Dow 32500 |
| 12/9/2019 | Good News is Good News |
| 12/2/2019 | Don’t Worry About the US Consumer |
| 11/25/2019 | Giving Thanks |
| 11/18/2019 | Long Live the Bull Market |
| 11/11/2019 | Income Inequality, Taxation, and Redistribution |
| 11/4/2019 | No Recession on the Horizon |
| 10/28/2019 | Another Fed Rate Cut on the Way |
| 10/21/2019 | More Tepid GDP Growth in Q3 |
| 10/14/2019 | Trade Clouds Parting |
| 10/7/2019 | Labor Market Continues to Roar |
| 9/30/2019 | Repo Turmoil |
| 9/23/2019 | Fear the Spending, Not the Debt |
| 9/16/2019 | We’re All Keynesians Now |
| 9/9/2019 | Rorschach Economics |
| 9/3/2019 | Labor Days |
| 8/26/2019 | Business Uncertainty |
| 8/19/2019 | This Is Not 2008 |
| 8/12/2019 | Those Crazy Negative Interest Rates |
| 8/5/2019 | The Flailing Fed |
| 7/29/2019 | Solid GDP Report |
| 7/22/2019 | Temporary Tepid Growth for Q2 |
| 7/15/2019 | Farewell to Data Dependence |
| 7/8/2019 | Lifting Our Target for Stock Prices |
| 7/1/2019 | The Longest Expansion |
| 6/24/2019 | This Crazy Rate Cut |
| 6/17/2019 | Better Signs |
| 6/10/2019 | No Need for Rate Cuts |
| 6/3/2019 | The Plow Horse Returns? |
| 5/28/2019 | Foreign Slowness Not an Obstacle |
| 5/20/2019 | Don’t Count on a Rate Cut |
| 5/13/2019 | Trade War Hysterics |
| 5/6/2019 | The Big Picture and the Fed |
| 4/29/2019 | Good-bye Recession Fears |
| 4/22/2019 | Resilient Economy |
| 4/15/2019 | New Highs, Still a Buy |
| 4/8/2019 | Economy on Very Solid Ground |
| 4/1/2019 | Don’t Cut Rates, Cut Spending |
| 3/25/2019 | The Wizard of Oz |
| 3/18/2019 | Buybacks Aren’t the Problem! |
| 3/11/2019 | Ten Years Ago… |
| 3/4/2019 | Spare Us the GDP Agony |
| 2/25/2019 | Don’t Fear a “Hard Brexit” |
| 2/19/2019 | How TARP and QE Led to the “Green New Deal” |
| 2/11/2019 | Where’s the Recession? |
| 2/4/2019 | 2008 Myth and Reality |
| 1/28/2019 | Don't Obsess About the Fed |
| 1/22/2019 | Solid Growth to Finish 2018 |
| 1/14/2019 | The Endless Debt Fret |
| 1/7/2019 | No Sign of Recession |
| 12/31/2018 | Dow 28750, S&P 500 3100 |
| 12/21/2018 | Greedy Innkeeper or Generous Capitalist? |
| 12/17/2018 | No Housing Bubble |
| 12/10/2018 | The Long-Term Yield Conundrum |
| 12/3/2018 | Scapegoating Powell |
| 11/26/2018 | Consumers Stay Strong |
| 11/19/2018 | "Fading" Fiscal Stimulus; Really? |
| 11/12/2018 | Fake Economics |
| 11/5/2018 | The Plentiful Job Market |
| 10/29/2018 | Economy Rising |
| 10/22/2018 | Robust Growth Continues |
| 10/15/2018 | Heartburn, Not a Heart Attack |
| 10/8/2018 | Powell Moves Markets |
| 10/1/2018 | No Looming Recession |
| 9/24/2018 | Previewing the Fed |
| 9/17/2018 | The Growing Deficit |
| 9/10/2018 | Wage Growth Steps Up |
| 9/4/2018 | The Week Ahead |
| 8/27/2018 | US Stops Subsidizing Global Growth |
| 8/20/2018 | Capitalism Works, Don’t Change It |
| 8/13/2018 | The Kevlar Economy |
| 8/6/2018 | No Recipe for Weak Housing |
| 7/30/2018 | The Economic Surge |
| 7/23/2018 | Economy Surges in Q2 |
| 7/16/2018 | Yield Curve Inversion |
| 7/9/2018 | Job Market: From Strength to Strength |
| 7/2/2018 | Election Outlook |
| 6/25/2018 | No More Kid Gloves |
| 6/18/2018 | Bonds Misjudge The Future |
| 6/11/2018 | Is 2020 the Year for Recession? |
| 6/4/2018 | Jobs, Jobs, Jobs |
| 5/29/2018 | Higher Rates Won’t Cause Debt Spiral |
| 5/21/2018 | Why Not 50? |
| 5/14/2018 | Labor Market Strength |
| 5/7/2018 | Don’t Compare Stocks to GDP |
| 4/30/2018 | 3% - Why It Doesn’t Matter |
| 4/23/2018 | Modest Growth in Q1 |
| 4/16/2018 | Thoughts on Trade |
| 4/9/2018 | A Generation of Interest Rate Illiterates |
| 4/2/2018 | Ignoring the Invisible Hand |
| 3/26/2018 | When Volatility is Just Volatility |
| 3/19/2018 | The Powell Fed: A New Era |
| 3/12/2018 | Stay Invested: Economy Looks Good |
| 3/5/2018 | Harleys, Bourbon & Denim |
| 2/26/2018 | Deficits, the Fed, and Rates |
| 2/20/2018 | QE and Its Apologists |
| 2/12/2018 | Snatching Slow Growth from the Jaws of Fast Growth |
| 2/5/2018 | New Policies, New Path |
| 1/29/2018 | Clear Skies Ahead |
| 1/22/2018 | No More Plow Horse |
| 1/16/2018 | Don't Time a Correction |
| 1/8/2018 | Bond Bull-Market Is Over |
| 1/2/2018 | Revolution |
| 12/21/2017 | Greedy Innkeeper or Generous Capitalist? |
| 12/18/2017 | 2018: Dow 28,500, S&P 3100 |
| 12/11/2017 | The Fallacy of Weak Productivity |
| 12/4/2017 | Don’t Fear Higher Interest Rates |
| 11/27/2017 | Consumer Fundamentals Are Strong |
| 11/20/2017 | The Economy is Accelerating |
| 11/13/2017 | Investing vs. Trading |
| 11/6/2017 | Clearing a Path for Tax Reform |
| 10/30/2017 | "Continuity" At Fed, Not Best For Long-Term |
| 10/23/2017 | Can We Afford a Tax Cut? |
| 10/16/2017 | GDP Growth Looking Good |
| 10/9/2017 | Longest Recovery Ever |
| 10/2/2017 | Stocks Won |
| 9/25/2017 | Low Inflation Is No "Mystery" |
| 9/18/2017 | Fed Preview |
| 9/11/2017 | Time To Drain The Fed Swamp |
| 9/5/2017 | Hurricane Economics |
| 8/28/2017 | Don’t Fret DC Debt Drama |
| 8/21/2017 | Third Quarter Real GDP - 3.8%! |
| 8/14/2017 | Consumers Are Doing Fine |
| 8/7/2017 | "Shiller P-E" Still Wrong Signal |
| 7/31/2017 | Unfortunately, Still a Plow Horse |
| 7/24/2017 | Moderate Growth for Q2 |
| 7/17/2017 | Hey Government: It’s Time to Get Serious! |
| 7/10/2017 | Debt-Laden Companies? #FakeNews? |
| 7/3/2017 | The Bull Keeps Running |
| 6/26/2017 | Stress Test Government |
| 6/19/2017 | QE Didn’t Work |
| 6/12/2017 | Less Loose |
| 6/5/2017 | Long Housing, Short Autos |
| 5/30/2017 | We Don't See No Stinkin' Bubbles! |
| 5/22/2017 | Tax Cut Politics |
| 5/15/2017 | A Healthy US Consumer |
| 5/8/2017 | Reasons to be Bullish |
| 5/1/2017 | Prepare for Q2 GDP Surge |
| 4/24/2017 | France and the Euro |
| 4/17/2017 | Still Plowing Away |
| 4/10/2017 | This Recovery Isn't Boom or Bust |
| 4/3/2017 | WSJ Leak: Fed May Shrink Balance Sheet |
| 3/27/2017 | The Fed is A Proxy for Government |
| 3/20/2017 | Health Care: Free Markets vs Government |
| 3/13/2017 | Robots Create Jobs, Don't Steal Them |
| 3/6/2017 | Watch Reserves, Not Rates |
| 2/27/2017 | Trade Is Not Our Enemy |
| 2/21/2017 | Time for a Rate Hike |
| 2/13/2017 | Keep It Simple, Stupid (KISS) |
| 2/6/2017 | Room to Grow |
| 1/30/2017 | Inflation Creeping Up |
| 1/23/2017 | American Carnage? |
| 1/17/2017 | Another Plow Horse Quarter |
| 1/9/2017 | Big Government Causes Slow Growth |
| 1/3/2017 | Watch the Spending |
| 12/27/2016 | 2017: Dow 23,750, S&P 2700 |
| 12/19/2016 | Greedy Innkeeper or Generous Capitalist? |
| 12/12/2016 | Rally is Real, Not “Hope & Faith” |
| 12/5/2016 | Caution on Dollar-Meddling |
| 11/28/2016 | Higher Rates Won't Crush Housing |
| 11/21/2016 | Big Boom for Stocks |
| 11/14/2016 | Revolution |
| 11/7/2016 | Don't Time the Election |
| 10/31/2016 | Brexit Redux? |
| 10/24/2016 | Growth Stepping Up |
| 10/17/2016 | Does Growth Kill or Is There No Growth? |
| 10/10/2016 | Inflation Ready to Rise |
| 10/3/2016 | Cut Spending to Grow Economy |
| 9/26/2016 | It’s Still the Fed, And It’s Not Magic |
| 9/19/2016 | The Glass Half Empty |
| 9/12/2016 | Fundamentals, Not Headlines |
| 9/6/2016 | QE Is Not A Magic Elixir |
| 8/29/2016 | Bull Market Has Further to Run |
| 8/22/2016 | Shut Out the Pessimists |
| 8/15/2016 | Beware of Popular Narratives |
| 8/8/2016 | All-Clear on the Economy |
| 8/1/2016 | GDP Distortions |
| 7/25/2016 | Fed Policy Not in Tune With Data |
| 7/18/2016 | Real GDP Accelerating |
| 7/11/2016 | Ignore the Central Banks |
| 7/5/2016 | Watch Earnings, Not Fearful Forecasts |
| 6/27/2016 | Uncertainty Not All Bad |
| 6/20/2016 | Policy Stagnation |
| 6/13/2016 | Why Does Japan Still Charge Taxes? |
| 6/6/2016 | Brexit Is Freedom |
| 5/31/2016 | Greece is Already Bankrupt |
| 5/23/2016 | Fed Teeing Up Rate Hike |
| 5/16/2016 | Forget About Macy's |
| 5/9/2016 | Job Report Overreaction |
| 5/2/2016 | Apple vs The Fed |
| 4/25/2016 | OPEC and the Ash Heap of History |
| 4/18/2016 | The Q1 Curse Strikes Again |
| 4/11/2016 | The Bears Get Excited Again |
| 4/4/2016 | Don't Short the Participation Rate! |
| 3/28/2016 | US Needs Sensible Debt Financing |
| 3/21/2016 | Money Misperceptions |
| 3/14/2016 | Don't Fear Consumer Debt |
| 3/7/2016 | Beware Trade-Recession Scare Story |
| 2/29/2016 | Currency Mayhem |
| 2/22/2016 | Velocity May Be Picking Up |
| 2/16/2016 | No Sign of Recession in the Data |
| 2/8/2016 | Want Faster Growth? Put the Jockey on a Diet! |
| 2/1/2016 | Fed Not Going Away |
| 1/25/2016 | Q4: Sluggish Growth, No Recession |
| 1/19/2016 | Fear is Overbought |
| 1/11/2016 | Pseudo-Economics |
| 1/4/2016 | We Remain Positive About 2016 |
| 12/28/2015 | Let’s Try Again: S&P 2,375 |
| 12/21/2015 | Greedy Innkeeper or Generous Capitalist? |
| 12/14/2015 | Panic, Punts and Reality |
| 12/7/2015 | Respect the Auto Sales Surge |
| 11/30/2015 | Expect Strong Christmas Spending |
| 11/23/2015 | Giving Thanks! |
| 11/16/2015 | Rate Hikes Won't Cause Debt Spiral |
| 11/9/2015 | Higher Rates, Higher Stocks |
| 11/2/2015 | Light This Candle |
| 10/26/2015 | The Labor Market Mystery |
| 10/19/2015 | GDP: Soft Headline, Solid Fundamentals |
| 10/12/2015 | The Fed DID NOT Save the Economy |
| 10/5/2015 | The Bull Market Still Lives |
| 9/28/2015 | A Shutdown Would Be Positive |
| 9/21/2015 | The Uber-Dove vs Black Swans |
| 9/14/2015 | The Fed: More Noise Than Meaning |
| 9/8/2015 | Everything's Not Bad |
| 8/31/2015 | Markets Volatile, Economy Fine |
| 8/24/2015 | This Correction is Technical, Not Fundamental |
| 8/17/2015 | Financial System Healing |
| 8/10/2015 | IMF Can't End Dollar's Reign |
| 8/3/2015 | Even Garth Can't Argue About Liftoff |
| 7/27/2015 | GDP Rebounds in Q2 |
| 7/20/2015 | Tax Cuts on the Horizon |
| 7/13/2015 | Politicians Should Stop Giving Investment Advice |
| 7/6/2015 | End of an Era |
| 6/29/2015 | Ignore Greece |
| 6/22/2015 | Stocks Are Still Cheap |
| 6/15/2015 | Fed Will Kick The Can, But Shouldn't |
| 6/8/2015 | Don't Deny The Jobs Recovery |
| 6/1/2015 | Look Past Tainted GDP Report |
| 5/26/2015 | Inflation: Dormant, Not Dead |
| 5/18/2015 | Taxes Culprit Behind Slow Sales |
| 5/11/2015 | The Fed: Under Attack |
| 5/4/2015 | @WSJopinion vs. @BenBernanke |
| 4/27/2015 | Where's the Hyper-Inflation? |
| 4/20/2015 | Rear-View Mirror Shows Ugly Q1 |
| 4/13/2015 | June Rate Hike Still on Tap |
| 4/6/2015 | Don't "Dread" The Plow Horse |
| 3/30/2015 | Rate Hikes Won't Kill Housing |
| 3/23/2015 | Don't Fret Student Debt |
| 3/16/2015 | Resist the Rate-Hike Huff |
| 3/9/2015 | Good News is Still Good News |
| 3/2/2015 | Fed Has Less Patience For ZIRP |
| 2/23/2015 | Strong Dollar: Good, Not Bad |
| 2/17/2015 | QE and Currency Wars: A Theory With No Evidence |
| 2/9/2015 | Dual Mandate Achieved: Rate Hikes Coming |
| 2/2/2015 | Fooled By Extrapolation |
| 1/26/2015 | GDP, Strong Again |
| 1/20/2015 | Davos - And the Euro |
| 1/12/2015 | Bullish, For the Right Reasons |
| 1/5/2015 | 2015: More Investment and Profits, Higher Rates, Dollar and Stocks |
| 12/29/2014 | Chicken Little Economics |
| 12/22/2014 | Greedy Innkeeper or Generous Capitalist? |
| 12/15/2014 | Oil Price: Looks Reasonable |
| 12/8/2014 | The Myth of QE: Why Rates Are Headed Higher |
| 12/1/2014 | Oil - Just Another Price |
| 11/24/2014 | Let's Finally Fix The CBO |
| 11/17/2014 | Deflation Fears Are A Distraction |
| 11/10/2014 | Change Is In The Air |
| 11/3/2014 | QE: It Didn't Work |
| 10/27/2014 | Better Policies on the Horizon |
| 10/20/2014 | Q3 Real GDP Still Looks Solid |
| 10/13/2014 | Timing The Market Doesn't Work |
| 10/6/2014 | Inflation: What Inflation? |
| 9/29/2014 | A Slight GOP Edge in the Mid-Terms |
| 9/22/2014 | Two Sides to Every Coin |
| 9/15/2014 | "Low" Foreign Rates Won't Keep US Rates From Rising |
| 9/8/2014 | Why Do Stocks Keep Rising? |
| 9/2/2014 | Labor's Great, Capital is Key |
| 8/25/2014 | Money Won't Be Tight For A Long Time |
| 8/18/2014 | Jackson Hole: A Recipe for Inflation |
| 8/11/2014 | Tight Money, Still A Long Way Off |
| 8/4/2014 | Events vs. Data |
| 7/28/2014 | Tax Reform: The Real Anti-Inversion Solution |
| 7/21/2014 | Plow Horse GDP Rebound in Q2 |
| 7/14/2014 | What if "Potential" is Just 1.5%? |
| 7/7/2014 | New Career: Trashing Jobs #'s |
| 6/30/2014 | Two Species of Bear: Both Wrong |
| 6/23/2014 | Dollar Ain't Losing Its Reserve Status |
| 6/16/2014 | FATCA...More Fear-Mongering |
| 6/9/2014 | The ECB Wants a Free Toaster |
| 6/2/2014 | Housing Recovery Still on Track |
| 5/27/2014 | Dude, Don't Fret Q1 Drop in GDP |
| 5/19/2014 | Can a "Perma-Bull" Turn Bearish? |
| 5/12/2014 | Federal Reserve Gone Wild |
| 5/5/2014 | Gary Becker, RIP |
| 4/28/2014 | Housing: Not As Bad As It Looks |
| 4/21/2014 | Q1 GDP Frozen, Q2 Thawed |
| 4/14/2014 | Lobbyist Rules |
| 4/7/2014 | Plow Horse Gets De-Iced |
| 3/31/2014 | Repudiating Milton Friedman |
| 3/24/2014 | Fed Funds Rate An Anachronism |
| 3/17/2014 | No Extension Needed |
| 3/10/2014 | All Hail the Bull Market |
| 3/3/2014 | Ukraine Fears Temporary |
| 2/24/2014 | Housing - An Emotional Ride |
| 2/18/2014 | Plow Horse Meets Polar Vortex |
| 2/10/2014 | The Recovery Is Not A Sugar High |
| 2/3/2014 | Keynes Just Didn't Get It |
| 1/27/2014 | "Risk Off" Trade Returns...Remain Calm |
| 1/21/2014 | Q4 GDP - Stronger than Keynes Predicted |
| 1/13/2014 | "New Bubble" Talk, Premature |
| 1/6/2014 | Dow 19,500, S&P 500 2,150 |
| 12/30/2013 | Plow Horse, Trotting |
| 12/23/2013 | Greedy Innkeeper or Generous Capitalist? |
| 12/16/2013 | The Time For Taper Has Come |
| 12/9/2013 | Pessimists Get Desperate |
| 12/2/2013 | Consumers Doing Fine |
| 11/25/2013 | QE: Not That Big of a Deal |
| 11/18/2013 | Steady As She Goes |
| 11/11/2013 | Taper Talk |
| 11/4/2013 | More #PlowHorse in Q3 |
| 10/28/2013 | Fear of Debt Spiral Misplaced |
| 10/21/2013 | Smaller Government Won! |
| 10/14/2013 | No Sign of Economic Problems |
| 10/7/2013 | The Only Story in Town |
| 9/30/2013 | Shutdown: A Good Thing? |
| 9/23/2013 | Loose and Looser |
| 9/16/2013 | Doesn't Government Lie? |
| 9/9/2013 | Possible Shutdown, No Default |
| 9/3/2013 | The Bond Bear is Waking Up |
| 8/26/2013 | Summers For Fed Chair |
| 8/19/2013 | A Bear Market Is Here: In Bonds! |
| 8/12/2013 | "Shiller P-E" No Reason to Sell |
| 8/5/2013 | Politicizing the Economy |
| 7/29/2013 | Get Ready for a Wild Week |
| 7/22/2013 | More Plow Horse in Q2 |
| 7/15/2013 | Deficit? What Deficit? |
| 7/8/2013 | Obamacare and Stocks |
| 7/1/2013 | Watching Nominal GDP |
| 6/24/2013 | Back to Normal |
| 6/17/2013 | Keynesian Model Blew It Again |
| 6/10/2013 | Where's The Inflation? |
| 6/3/2013 | Is QE Really THAT Important? |
| 5/28/2013 | Hey, Where is the Soft Patch? |
| 5/20/2013 | Still Bullish |
| 5/13/2013 | It's Not That Bad Out There |
| 5/6/2013 | The QE-xcuse |
| 4/29/2013 | More Plow Horse Ahead |
| 4/22/2013 | Guess What? Growth is Back! |
| 4/15/2013 | Keynes And Retail Sales |
| 4/8/2013 | Stockman's Sky is Falling |
| 4/1/2013 | The "V" Is Complete |
| 3/25/2013 | Housing Recovery Still Young |
| 3/18/2013 | Say "Thanks" to Barney Frank |
| 3/11/2013 | The Plow Horse is Trotting |
| 3/4/2013 | Rising Interest Rates Won't Cause Fiscal Armageddon |
| 2/25/2013 | Fed Will Make Excuses About Inflation |
| 2/19/2013 | Don't Fear the Sequester |
| 2/11/2013 | There the Bears Go Again |
| 2/4/2013 | Optimism Is Winning |
| 1/28/2013 | Defending Mickelson |
| 1/22/2013 | Ignore the GDP Headline |
| 1/14/2013 | Dow 15,500 |
| 1/7/2013 | Outlook for 2013 |
| 12/31/2012 | More Growth: Thank the Entrepreneur |
| 12/21/2012 | Greedy Innkeeper or Generous Capitalist? |
| 12/17/2012 | Fed Talks Louder, To Little Avail |
| 12/10/2012 | Is QE4 Really Coming? |
| 12/3/2012 | Temporary Weakness Won't Last |
| 11/26/2012 | Consumers Plow Ahead |
| 11/19/2012 | The Cliff Ain't So Bad |
| 11/12/2012 | Leaning Left |
| 11/5/2012 | Election Matters, But Stocks are Cheap |
| 10/29/2012 | Velocity, Uncertainty & the Economy |
| 10/22/2012 | More Plow Horse |
| 10/15/2012 | The Romney Tax Plan |
| 10/8/2012 | Thelma, Louise and the Fiscal Cliff |
| 10/1/2012 | Recession Risk Rising |
| 9/24/2012 | Housing Recovery Still Young |
| 9/17/2012 | QE3, For Now |
| 9/10/2012 | Better Policy, Better Recovery |
| 9/4/2012 | Still No Recession in Sight |
| 8/27/2012 | Still No QE3 |
| 8/20/2012 | Lengthen the Debt |
| 8/13/2012 | The Romney-Ryan Achilles Heel |
| 8/6/2012 | Why the Long Face? |
| 7/30/2012 | Heads, I Win, Tails, You Lose |
| 7/23/2012 | Slow in Q2, But No Recession |
| 7/16/2012 | Stocks are Really Cheap |
| 7/9/2012 | Unemployment a Secular Problem |
| 7/2/2012 | Freedom and Health |
| 6/25/2012 | The Second Step: Supreme Court |
| 6/18/2012 | Should Germany Leave the Euro? |
| 6/11/2012 | Bet Against QE3 |
| 6/4/2012 | Speeding Up the Plow Horse |
| 5/29/2012 | Is Obama a Big Spender? |
| 5/21/2012 | The Plow Horse Rolls On |
| 5/14/2012 | Let's Stress Test Governments |
| 5/7/2012 | Dead Cat Bounce for Socialism |
| 4/30/2012 | Here We Go Again |
| 4/23/2012 | The Plow Horse Economy |
| 4/16/2012 | Still "On Your Own" |
| 4/9/2012 | "On Your Own" Economics |
| 4/2/2012 | Supremes Hear No Limiting Principle |
| 3/26/2012 | Heard the One About a "Fiscal Cliff"? |
| 3/19/2012 | The Fed's March Madness |
| 3/12/2012 | The Bears' Five Stages of Grief |
| 3/5/2012 | Vive La France? |
| 2/27/2012 | Don’t Bet on a Correction |
| 2/21/2012 | Stocks Rising, But Still Cheap |
| 2/13/2012 | Be Confident in the Recovery |
| 2/6/2012 | Despite Naysayers, The Recovery Is Real |
| 1/30/2012 | Fed Forecasts Depend on Data |
| 1/23/2012 | Rally Not Built on Complacency |
| 1/17/2012 | Q4 GDP - No Recession In Sight |
| 1/9/2012 | Nonsense Arguments About Jobs |
| 1/3/2012 | We Were Too Optimistic |
| 12/27/2011 | Was the 2011 Economy a Miracle? |
| 12/19/2011 | Greedy Innkeeper or Generous Capitalist? |
| 12/12/2011 | Obama's 8%: Sounds Right |
| 12/5/2011 | Economy Improving, Stocks Cheap |
| 11/28/2011 | Occupy The Shopping Mall |
| 11/21/2011 | What's So Special About America |
| 11/14/2011 | Don't Fret the Foreign Stuff |
| 11/7/2011 | Time to Raise the "Natural Rate" |
| 10/31/2011 | What's Going Right? |
| 10/24/2011 | The Consumer Is Not Dead |
| 10/17/2011 | Solid 3.5% Growth in Q3 |
| 10/10/2011 | The Economic Twilight Zone |
| 10/3/2011 | Forecasts, Confidence and Facts |
| 9/26/2011 | A Whiff of Volcker |
| 9/19/2011 | No Recession, No Panic |
| 9/12/2011 | The Long Run is Now |
| 9/6/2011 | Want Jobs? Have Faith. |
| 8/29/2011 | Stocks Undervalued by 65% |
| 8/22/2011 | Europe, Not a Repeat of 2008 |
| 8/15/2011 | Fed Looking in Wrong Tool Shed |
| 8/8/2011 | Focus on the Economy |
| 8/1/2011 | GDP: Not As Bad As It Seems |
| 7/25/2011 | Hysteria and the Debt Debate |
| 7/18/2011 | Looking Past a Weak Q2 |
| 7/11/2011 | Jobs Versus Government |
| 7/5/2011 | Hasta La Vista, Soft Patch |
| 6/27/2011 | No, The US Is Not Greece |
| 6/20/2011 | Inflation Now and Later |
| 6/13/2011 | Soft Patch Already Fading |
| 6/6/2011 | Economic Rapture? |
| 5/31/2011 | The "Unreal" Debate About Reality |
| 5/23/2011 | Don't Sweat "Soft Patch II" |
| 5/16/2011 | Public Policy Looking Better |
| 5/9/2011 | Bulls Versus Bears, Again |
| 5/2/2011 | Bernanke and the Teflon Fed |
| 4/25/2011 | The Greatest Speculators |
| 4/18/2011 | GDP at 2%: Seventh Consecutive Quarter of Growth |
| 4/11/2011 | Are Consumers Ignoring Soaring Commodity Prices? |
| 4/4/2011 | The Taylor Rule Is Wrong |
| 3/28/2011 | The Shorts Get Whipsawed by the VIX |
| 3/21/2011 | Japan, "Supply Shocks" and Money |
| 3/14/2011 | It's A Natural Disaster, Not A Black Swan |
| 3/7/2011 | Who Gets Credit For the Recovery? |
| 2/28/2011 | Stay Positive - It's The Right Thing To Do |
| 2/22/2011 | Debt Limit Brinksmanship |
| 2/14/2011 | The Federal Budget: It's a Mess |
| 2/7/2011 | FASB Surrenders - America Wins |
| 1/31/2011 | Egypt, Dollars and History |
| 1/24/2011 | US Politics - Cage Match Or Pillow Fight? |
| 1/18/2011 | China and the Dollar |
| 1/10/2011 | Government, the Anti-Stimulus |
| 1/3/2011 | 2011: Dow 14,500, S&P 1575, 10-Year 4% |
| 12/27/2010 | First Trust Sees 4% Real GDP Growth in 2011 |
| 12/20/2010 | Greedy Innkeeper or Generous Capitalist? |
| 12/13/2010 | It's A Good Deal |
| 12/6/2010 | Elections Have Consequences |
| 11/29/2010 | It's a Self-Sustaining Recovery |
| 11/22/2010 | Something to be Thankful For |
| 11/15/2010 | Stocks Are Cheap, Bonds Are Not |
| 11/8/2010 | No Soft Patch, No Excuse for QEII |
| 11/1/2010 | Political Economics |
| 10/25/2010 | Beating Bridgewater's Big Bear Bet |
| 10/18/2010 | Fed Ignores Gold, Targets Higher Inflation, and Plays With Fire |
| 10/11/2010 | No More Steroids Needed |
| 10/4/2010 | Emancipation From What...Capitalism? |
| 9/27/2010 | The Myth and Mistake of Quantitative Easing |
| 9/20/2010 | Be Careful of the New Normal |
| 9/13/2010 | Unfunded Liabilities and Cheap Stocks |
| 9/7/2010 | President Obama's Best Gift to Labor |
| 8/30/2010 | Odds Brightening for Tax Cut Extension |
| 8/23/2010 | We Knew Ronald Reagan…and He’s No Reagan |
| 8/16/2010 | Politics and Pessimists |
| 8/9/2010 | Please - No More Stimulus |
| 8/2/2010 | GDP Data - Better than the Spin Suggests |
| 7/26/2010 | The Good, Bad and Ugly of Austerity |
| 7/19/2010 | "New Normal" Nowhere in Sight |
| 7/12/2010 | Trade Deficits As Far As the Eye Can See |
| 7/6/2010 | Get Real - This is Not 1932 |
| 6/28/2010 | Feds Spin Wheels on Financial Regulation |
| 6/21/2010 | China Rising |
| 6/14/2010 | Disagreeing With Laffer About 2011 |
| 6/7/2010 | Has America Forgotten the Fruits of Freedom? |
| 6/1/2010 | FASB Fanatics At It Again |
| 5/24/2010 | Dr. Copper and the Pessimists |
| 5/17/2010 | A Shift in Our Fed Rate Outlook |
| 5/10/2010 | Wall Street Dips, Main Street Turns the Corner |
| 5/3/2010 | Triumph of the Euro? |
| 4/26/2010 | The Danger of Zero Percent Interest Rates |
| 4/19/2010 | Higher Inflation, Not Hyperinflation |
| 4/12/2010 | All Aboard the V-Train |
| 4/5/2010 | No Double-Dip for Housing |
| 3/29/2010 | Gary Becker's Optimism |
| 3/22/2010 | Health Care Fallout |
| 3/15/2010 | More Solid Growth Ahead |
| 3/8/2010 | More on That Federal Pay Cut |
| 3/1/2010 | Getting Serious About the Deficit |
| 2/22/2010 | Don't Be An Economic Hypochondriac |
| 2/16/2010 | Greece is Not Lehman Brothers |
| 2/8/2010 | It's a V-Shaped Recovery: Not "Trudging" |
| 2/1/2010 | It’s Not the 1930s Again |
| 1/25/2010 | Financial Reform – Let's Do the Right Thing |
| 1/19/2010 | Stop. Turn around. Don’t Head for the Hills |
| 1/11/2010 | Even France Has Recoveries |
| 1/4/2010 | Wrong Way Bernanke |
| 12/28/2009 | Stocks Are Still Cheap |
| 12/21/2009 | Who are the Real "Fat Cat" Innkeepers? |
| 12/14/2009 | It’s Not the Government’s Recovery |
| 12/7/2009 | Government – The Biggest Bubble Of Them All |
| 11/30/2009 | Conservative Inconsistency and TARP |
| 11/23/2009 | Upside Down and Backwards |
| 11/16/2009 | Keep Your Eye on "Cash Inflation" |
| 11/9/2009 | Two Views of the Jobs Picture |
| 11/2/2009 | Ben Bernanke: The Real Pay Czar |
| 10/26/2009 | Not So Unequal, After All |
| 10/19/2009 | Hold Onto Your Hats: Strong GDP Reports on the Way |
| 10/12/2009 | A Simple Win-Win for Investors and the Government |
| 10/5/2009 | Not So Disappointing |
| 9/28/2009 | Das Supply-Side |
| 9/21/2009 | Framework for More Government |
| 9/14/2009 | An Immaculate Recovery, This is Not |
| 9/8/2009 | Education, Entrepreneurship, And The President |
| 8/31/2009 | Fed Must Act Soon |
| 8/24/2009 | Congress is the Clunker |
| 8/17/2009 | Stock Rally and Economic Recovery: Not "Sugar Highs" |
| 8/10/2009 | The Economy is Improving, No Thanks to Stimulus |
| 8/3/2009 | Let's Tax DC Windfall Gains |
| 7/27/2009 | Suspend Mark-to-Market, Before It Does More Harm |
| 7/20/2009 | The Shorts Are On the Run |
| 7/13/2009 | How Can We Be So Optimistic About Growth? |
| 7/6/2009 | Yes Job Losses Hurt, But the Recovery Is Still on Track |
| 6/29/2009 | Michael Jackson: A Lesson in Economics |
| 6/22/2009 | The Overrated Unwinding |
| 6/15/2009 | Emotional Forecasts |
| 6/8/2009 | Back to September |
| 6/1/2009 | Bank Lending Will Lag the Recovery, Not Lead |
| 5/26/2009 | It's Still AAA |
| 5/18/2009 | Reappoint Bernanke |
| 5/11/2009 | Bad Logic |
| 5/4/2009 | Recession Is Over; No More Shoes to Drop |
| 4/27/2009 | First Quarter GDP: Don't Judge A Book By Its Cover |
| 4/20/2009 | Tea Party Economics |
| 4/13/2009 | The Bouncing Balls of History |
| 4/6/2009 | Easy Money Will End Recession |
| 3/30/2009 | Government Gone Wild |
| 3/23/2009 | Inflation: Don't Forgetaboutit...It's Still A Huge Problem |
| 3/16/2009 | Velocity Returns |
| 3/9/2009 | "Rosy Scenario" Hides Irresponsible Spending |
| 3/2/2009 | Is it the Economy or the Policies? |
| 2/23/2009 | Don’t Nationalize; Suspend Mark-to-Market |
| 2/17/2009 | The Economy and Market Can Rise, Despite Government Mistakes |
| 2/9/2009 | Mark-to-Market Reform; More Important Than Stimulus |
| 2/2/2009 | Seismic Indicators Sense Some Inner Rumblings |
| 1/26/2009 | Headed to Havana? |
| 1/20/2009 | Big Bad Bank |
| 1/12/2009 | No Vicious Consumer Cycle |
| 1/5/2009 | Circling the Wagons |
| 12/29/2008 | Stocks are Dirt Cheap |
| 12/22/2008 | Things to Be Thankful For |
| 12/15/2008 | We Are the Catalyst |
| 12/8/2008 | Obama: Try Spending Surge, Because "Deficits Don’t Matter" |
| 12/1/2008 | Black Friday Shoppers Signal Consumer Hopefulness |
| 11/24/2008 | The Right Direction, For Now |
| 11/17/2008 | Darkest Before the Dawn |
| 11/10/2008 | Unintended Consequences |
| 11/3/2008 | Fiscal Stimulus, Just Say No |
| 10/27/2008 | Paving the Road to France |
| 10/20/2008 | Expect a "V" Shaped Recovery |
| 10/13/2008 | FASB Pivots on Mark-to-Market |
| 10/6/2008 | Cut to 1%; Now! |
| 9/29/2008 | Psychology and the Economy |
| 9/22/2008 | Here's A Plan to Avoid a New RTC |
| 9/15/2008 | Gales of Punitive Destruction |
| 9/8/2008 | Mark-to-Market Now Mark-to-Taxpayer |
| 9/2/2008 | Incomes Up, Inequality Down |
| 8/25/2008 | Long Term Trend Still Bullish |
| 8/18/2008 | Commodity Price Slide Not a Good Reason to Postpone Rate Hikes |
| 8/11/2008 | What Hath The Fed Wrought? |
| 8/4/2008 | GDP Report "Mis-Underestimated" |
| 7/28/2008 | Stocks: The Only Game in Town? |
| 7/21/2008 | Growth Was Solid in Q2 |
| 7/14/2008 | Don't Forget Government Failure |
| 7/7/2008 | Where Does Inflation Come From? |
| 6/30/2008 | Freedom and Optimism |
| 6/23/2008 | Commodity Peak, Dollar Bottom |
| 6/16/2008 | The Phantom Recession is Already Over |
| 6/9/2008 | No Oil Recession |
| 6/2/2008 | Cap and Trade Trap |
| 5/27/2008 | Bubble Trouble |
| 5/19/2008 | Yes, We Have No Bananas |
| 5/12/2008 | Deficit Rising, But Tax Hikes Not Warranted |
| 5/5/2008 | Economic Fundamentals Say No Recession |
| 4/28/2008 | Still No Recession |
| 4/21/2008 | Monday Morning Outlook - A Stronger Dollar Requires Tighter Money |
| 4/14/2008 | More Inflation: On Its Way |
| 4/7/2008 | Still at Dow 15000 |
| 3/31/2008 | Are the Investment Tax Cuts Going to Expire? |
| 3/24/2008 | Government Failure, Or Market Failure? |
| 3/17/2008 | Another Ride on the Fed's Asset-Centric Rollercoaster |
| 3/10/2008 | Shrinking Payrolls Mean Sluggish Growth, Not Recession |
| 3/3/2008 | Economy Remains Resilient in Q1 |
| 2/25/2008 | Inflation Denial |
| 2/19/2008 | Unnecessary and Artificial Stimulus |
| 2/11/2008 | Traders, Investors and Economists |
| 2/4/2008 | Hung Jury |
| 1/28/2008 | A Super Bowl Week for Economic Data |
| 1/22/2008 | Dow 15,000 |
| 1/14/2008 | Bad Mood about the Economy Unwarranted |
| 1/7/2008 | Recession Fears Still Misplaced |
| 12/31/2007 | The Big Picture |
| 12/24/2007 | Markets Bend, Economy Stays Strong |
| 12/17/2007 | The Fed is Wrong, Not Incompetent |
| 12/10/2007 | A Mortgage Bailout? |
| 12/3/2007 | Expect the Unexpected |
| 11/26/2007 | You Gotta Believe |
| 11/19/2007 | Dollar Danger |
| 11/12/2007 | Energizer Bunny Economy - Take Two |
| 11/5/2007 | Despite Fear: Economy Still Strong |
| 10/29/2007 | Strong Growth in the Third Quarter |
| 10/22/2007 | U.S. Stocks Remain Undervalued |
| 10/15/2007 | Payroll Growth: The 1990s Versus the 2000s |
| 10/8/2007 | The Consumer Will Not Fade |
| 10/1/2007 | The Economy's Not Landing, It's Taking Off |
| 9/24/2007 | TIPS: A 'Vanity Mirror' for the Fed? |
| 9/17/2007 | Keeping Our Fingers Crossed For a Hard Money Fed |
| 9/10/2007 | Unnecessary Rate Cut...On Its Way? |
| 9/4/2007 | Solid Growth Continues in the Third Quarter |
| 8/27/2007 | The Labor Market Will Weather the Mortgage Storm |
| 8/20/2007 | Bernanke Resists "Hair of the Dog" |
| 8/13/2007 | Rate Cuts Would Increase Recession Risk |
| 8/6/2007 | No More Greenspan Put |
| 7/30/2007 | GDP Revisions Suggest Healthy Growth Ahead |
| 7/23/2007 | Second Quarter GDP |
| 7/16/2007 | Dow 14,500 |
| 7/9/2007 | Discipline and Fundamentals Beat Uncertainty |
| 7/2/2007 | Supreme Economics |
| 6/25/2007 | Consumers Resilient - Don’t Buy the Tapped Out Story |
| 6/18/2007 | The Bond Bubble Bursts |
| 6/11/2007 | Don’t Fear Higher Wages |
| 6/4/2007 | The Construction Job Mystery |
| 5/29/2007 | Don't Get Complacent About Inflation |
| 5/21/2007 | Dollar Crash, Not in the Cards |
| 5/14/2007 | The Economic Rebound Is Already Underway |
| 5/7/2007 | After the Pause, a Refreshing Rebound |
| 4/30/2007 | Revenue Blow Out |
| 4/23/2007 | Dow 14,000 Remains on Tap |
| 4/16/2007 | Inflation is Much Worse Than Fed Tightening |
| 4/9/2007 | Pushing Back Our Rate Hike |
| 4/2/2007 | Monday Morning Outlook: Bernanke Wants Higher Long-term Interest Rates |
| 3/26/2007 | Inflation and the Fed |
| 3/19/2007 | The Lion that Squeaked |
| 3/12/2007 | Back to the Future |
| 3/5/2007 | It's Not the Economy |
| 2/26/2007 | Germany: A One-Year Wonder? |
| 2/20/2007 | Saving Grace |
| 2/12/2007 | Bernanke Goes to the Hill |
| 2/5/2007 | No Need for Tax Hikes, Surplus on Tap for 2009 |
| 1/29/2007 | Productivity, Goldilocks, and Inflation |
| 1/22/2007 | Ice Cold Water at Davos |
| 1/16/2007 | Don't Worry About the Inverted Yield Curve |
| 1/8/2007 | The Bronco Nation |
| 1/2/2007 | Gerald Ford: Nightmare Fighter |
| 12/26/2006 | A New Year Cometh |
| 12/18/2006 | Is It Goldilocks, or Not? |
| 12/11/2006 | Comfort Food |
| 12/4/2006 | The Shrinking Dollar |
| 11/27/2006 | The Consumer Lives |
| 11/20/2006 | So Long Uncle Milty |
| 11/13/2006 | It Was A “Thumpin” |
| 11/6/2006 | Uncertainty Everywhere |
| 10/30/2006 | A Pause in Growth and Questionable Polls |
| 10/23/2006 | Let the Voting Begin |
| 10/16/2006 | The Tigers are Back, The Economy is Still Strong |
| 10/9/2006 | Job Growth Strong or Weak? |
| 10/2/2006 | Productivity, Profits Strong, Stocks Making New Highs |
| 9/25/2006 | Fed Ease in 2007? |
| 9/18/2006 | Soft, Hard, or Any Landing at All? |
| 9/11/2006 | Commodities Drop, But Inflation Still Here |
| 9/5/2006 | Changing Times Are Challenging Times |
| 8/28/2006 | Policy and Economic Denial |
| 8/21/2006 | Real Wages, the Economy, and Politics |
| 8/14/2006 | Don’t Try So Hard, Have Faith |
| 8/7/2006 | Monday Morning Fed Watching |
| 7/31/2006 | Has the Economy Been Taking Steroids? |
| 7/24/2006 | The US Economy is Wearing Yellow |
| 7/17/2006 | Don't Fear the "R" Word |
| 7/10/2006 | Tax Cuts, Budget Deficits and the Economy |
| 7/3/2006 | Hard Money, Low Taxes |
| 6/26/2006 | The Fed is on the Mound, Stocks Are Undervalued |
| 6/19/2006 | Market-Based Indicators and the Fed |
| 6/12/2006 | Is the Economy Really Slowing Down? |
| 6/5/2006 | It’s Not the Eighth Inning Yet |
| 5/30/2006 | Nominal GDP, the Fed and Nirvana |
| 5/22/2006 | Stagflation Fears Create Buying Opportunity |
| 5/15/2006 | Pausing Now Would be a Mistake |
| 5/1/2006 | The Boom Continues |
| 4/24/2006 | Oil, the Economy, and Inflation |
| 4/17/2006 | Deficits: Do They Matter? |
| 4/10/2006 | The Conundrum Unwinds Rapidly |
| 4/3/2006 | The Canary in the Coal Mine |
| 3/27/2006 | Pessimism, Optimisim and Freedom |
| 3/20/2006 | Capitalism, Profits, and the Wage Gap |
| 3/13/2006 | The Real Threats to the Economy |
| 3/6/2006 | Are Bonds Finally Recognizing Reality? |
| 2/27/2006 | Monetary Policy Misunderstanding |
| 2/21/2006 | Growth and Taxes |
| 2/13/2006 | Greenspan Casts a Shadow |
| 2/6/2006 | A Long Way From the Edge |