Podcast Episodes
Back to SearchOne Sword and Three Dragons: What the Fed Should Do Next
Episode 30
Rudyard Kipling’s first qualification for manhood could equally be applied to the nerve required of the members of the Federal Open Market Committee,…
7 years, 10 months ago
A better way to forecast growth
Episode 29
Like the fishermen of old, many investors today are looking at relatively crude indicators such as recent market volatility or the shape of the yield…
7 years, 10 months ago
Reduced risks
Episode 28
The week ahead will be dominated by a reassessment of risks which, for the most part, appear to be diminishing. In particular, markets should react w…
7 years, 11 months ago
Chinese-American chicken
Episode 27
"Hey, Toreador!" Buzz yells. "She signals. We head for the edge … and the first man who jumps is a chicken!" In 1955's "Rebel Without a Cause", the m…
7 years, 11 months ago
Giving thanks for low inflation
Episode 26
This week, families and friends all over America will be sitting down together to celebrate Thanksgiving. In many homes, there is a tradition of goin…
7 years, 11 months ago
Pay, wait or forget about it
Episode 25
The October unemployment rate, at 3.7%, is at its lowest level since December 1969. Continued unemployment claims last week, at 1.623 million are at …
7 years, 11 months ago
Cyclical implications of mid-term elections
Episode 24
The week ahead will be a busy one as investors process the implications of recent strong economic reports, the Federal Reserve holds its seventh FOMC…
7 years, 11 months ago
Grass beneath the leaves - Fundamentals still supporting
Episode 23
A financial nor'easter blew through global stock markets in October. Through last Friday, the S&P500 had fallen 8.7% for the month, the MSCI EAFE had…
8 years ago
Friday night lights out
Episode 22
Last Friday, as we often do on Fridays, my wife and I had dinner at Legal Sea Foods in the Burlington Mall and afterwards, we strolled around the mal…
8 years ago
A tumble without a theme
Episode 21
It’s early Monday morning and I have writer’s block. This is a little frustrating because I should have lots to write about. Last week saw a surge in…
8 years ago