Notes on the Week Ahead
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Political lions and corporate cattle
7 mins; February 18, 2019
Decaffeinated economy
6 mins; February 10, 2019
Microwaves and markets
5 mins; February 04, 2019
Labeling the boxes
11 mins; January 27, 2019
Wounded Warriors
5 mins; January 22, 2019
Earnings and the fog of Wall
7 mins; January 13, 2019
Momentum investing, momentum economics, Washington
6 mins; January 06, 2019
Investment implications of stock market swoon
7 mins; December 30, 2018
Happy Holidays!
11 secs; December 23, 2018
One Sword and Three Dragons: What the Fed Should Do Next
6 mins; December 16, 2018
A better way to forecast growth
8 mins; December 10, 2018
Reduced risks
8 mins; December 02, 2018
Chinese-American chicken
7 mins; November 25, 2018
Giving thanks for low inflation
7 mins; November 18, 2018
Pay, wait or forget about it
7 mins; November 11, 2018
Cyclical implications of mid-term elections
7 mins; November 04, 2018
Grass beneath the leaves - Fundamentals still supporting
8 mins; October 29, 2018
Friday night lights out
6 mins; October 21, 2018
A tumble without a theme
6 mins; October 14, 2018
The case of rising rates
7 mins; October 07, 2018
Balance at takeoff, landing
6 mins; September 30, 2018
The asset arcade
7 mins; September 23, 2018
The problem with populism
7 mins; September 09, 2018
Fixing the roof and making hay
6 mins; September 03, 2018
The investment implications of a return to 2% growth
7 mins; August 26, 2018
The flight to Jackson Hole
7 mins; August 20, 2018
Getting the test back
5 mins; August 12, 2018
Organizing the international desk
10 mins; August 05, 2018
The Fed's focus
9 mins; July 29, 2018
Four to six inches of GDP growth
7 mins; July 22, 2018
The danger in the deficit
7 mins; July 15, 2018
Pizza Shop Pressures - Economic disortions at the edge
7 mins; July 08, 2018
Heating Up, Cooling Down, Preparing for What Comes Next
6 mins; July 02, 2018
Halftime checklist
9 mins; June 24, 2018
My Trade Deficit with Costco
7 mins; June 17, 2018
The hare and the pack
6 mins; June 10, 2018
Vodka and Espresso
5 mins; June 03, 2018
Roadblocks
6 mins; May 27, 2018
American retailer habits
8 mins; May 20, 2018