Goldilocks Or The Big Bad Bear?
Once upon a time in a commentary long, long ago I said that we’d know the US economy was on the right track when we saw three conditions simultaneously: rising stocks, a rising dollar and a falling...
View ArticleDeja Vu All Over Again?
Gold dropped 20%. Oil dropped over 10%. The Goldman Sachs Commodity Index dropped 11%. The US Dollar rose. Last week? No, that’s what happened in the first week of July of 2008. Last week’s rout in the...
View ArticleGoldilocks Or The Big Bad Bear?
Once upon a time in a commentary long, long ago I said that we’d know the US economy was on the right track when we saw three conditions simultaneously: rising stocks, a rising dollar and a falling...
View ArticleDeja Vu All Over Again?
Gold dropped 20%. Oil dropped over 10%. The Goldman Sachs Commodity Index dropped 11%. The US Dollar rose. Last week? No, that’s what happened in the first week of July of 2008. Last week’s rout in the...
View Article
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