Markets

Jun 02, 2002 at 00:00

The recent revisions to the original 1Q GDP report a few weeks back deserve mention. If for nothing more than to reinforce the point that we're a long way from…

Apr 29, 2002 at 00:00

We live in a nominal world of currency, corporate revenues and net income. The last time we checked, corporations were still reporting results in nominal terms. But, who knows, if…

Apr 02, 2002 at 00:00

It often times amuses us that history can be both our greatest ally and worst enemy. For those who expect tomorrow to play out exactly as yesterday would suggest, disappointment…

Mar 03, 2002 at 00:00

A mania that seems to be waning at the moment. Mom and pop America have not liquidated equity fund assets on a net basis, but have slowed purchases to a…

Feb 03, 2002 at 00:00

In our modern world of 24/7 streaming information blaring at us from the boob tube, the financial press and the nineteen inch flat panel screen, it's pretty darn easy to…

Jan 02, 2002 at 00:00

It's that time of the year again, now isn't it? Specific new year prognostications and predictions fill the financial "tabloids" from sea to shining sea. Stock picks, interest rate calls,…

Dec 03, 2001 at 00:00

The gang rivalry on the Street these days is clearly identifiable by the colors favored by two disparate factions. At best, the gangland coexistence can be characterized as volatile. Volatility…

Nov 05, 2001 at 00:00

For the second time in the same season, two Bonds' have established records. Both Barry and the 30 year Treasury Bonds are big news. For one, it's homerun history and…

Oct 01, 2001 at 00:00

Additionally, the weight of increased leveraging of consumer balance sheets grown over years of excess consumption in coincidence with a general decline in cash savings has been slowing the consumer…

Dec 28, 2001 at 00:00

First of all, we would be committing an error if we fixated too long on the numbers. For both the economy and financial system, the move to "Financial Arbitrage Capitalism"…