The 10th Man, December 2016
The Trend Is Your Friend
December 22, 2016
How many times have you heard that saying? HOW MANY?
What a Coincidence
December 15, 2016
The fed funds target is now 0.50%–0.75%.1 Hooray!
The Dispersion Trade
December 8, 2016
There is a mathematical relationship between the price of an index and the constituent stocks that comprise the index. That seems pretty straightforward.
Which Trump?
December 1, 2016
As I write, I am silently celebrating the nomination of Steven Mnuchin to be Treasury secretary. A banker (and not a political hack) in that seat is all right by me. Seriously. And Wilbur Ross as commerce secretary? Terrific.
