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2009

Clarification on goldoriginal ↗
18 Jun 2009
Live discussion on the dollar and inflationoriginal ↗
18 Jun 2009
Weekly claims still pointing to a bottom (4)original ↗
18 Jun 2009
Thoughts on Obamacare (2)original ↗
17 Jun 2009
Monetary policy insightsoriginal ↗
17 Jun 2009
Bonds are priced to 2% inflationoriginal ↗
17 Jun 2009
Revolutionary evolution of the financial industryoriginal ↗
17 Jun 2009
Money velocity is likely stabilizingoriginal ↗
16 Jun 2009
U.S. exports are rebounding (3)original ↗
15 Jun 2009
Turning 60original ↗
15 Jun 2009
Argentina: a lesson for the USoriginal ↗
15 Jun 2009
Undeniable green shoots (2)original ↗
12 Jun 2009
Mortgage rate updateoriginal ↗
12 Jun 2009
Swap spreads essentially back to normaloriginal ↗
12 Jun 2009
Thinking about GDP growthoriginal ↗
11 Jun 2009
Households' balance sheet updateoriginal ↗
11 Jun 2009
Global equity markets up $11.7 trillionoriginal ↗
11 Jun 2009
Weekly claims still pointing to a bottom (3)original ↗
11 Jun 2009
New iPhoneoriginal ↗
10 Jun 2009
Undeniable green shootsoriginal ↗
10 Jun 2009
Federal budget update -- awful and awfulleroriginal ↗
10 Jun 2009
Rising bond yields -- good news (2)original ↗
10 Jun 2009
Job losses likely to continue to sloworiginal ↗
9 Jun 2009
No shortage of money (12)original ↗
9 Jun 2009
Fear subsides, prices rise (7)original ↗
9 Jun 2009
Thoughts on the dollaroriginal ↗
9 Jun 2009
Thoughts on Obamacareoriginal ↗
8 Jun 2009
Waiting for Appleoriginal ↗
8 Jun 2009
The jobs storm has passedoriginal ↗
5 Jun 2009
TIPS update (2)original ↗
5 Jun 2009
Market to Fed: get ready to tightenoriginal ↗
5 Jun 2009
Transfer payments are growing at an unsustainable rateoriginal ↗
5 Jun 2009
Higher mortgage rates are not a threatoriginal ↗
4 Jun 2009
Rising bond yields -- good newsoriginal ↗
4 Jun 2009
Credit default swap spreads are narrowing (3)original ↗
4 Jun 2009
Recall the Stimulus!original ↗
4 Jun 2009
Corporate profits are still quite healthyoriginal ↗
3 Jun 2009
Green shoots turn red-hot (2)original ↗
3 Jun 2009
Corporate layoffs have plungedoriginal ↗
3 Jun 2009
Large cap stocks are set to outperform (3)original ↗
3 Jun 2009
Auto sales appear to have hit bottomoriginal ↗
2 Jun 2009
blogging will be light todayoriginal ↗
2 Jun 2009
Economy recovers with no help from Obamaoriginal ↗
1 Jun 2009
Stocks rally as economy recoversoriginal ↗
1 Jun 2009
Recession end in sight (2)original ↗
1 Jun 2009
Core inflation picks uporiginal ↗
1 Jun 2009
Construction spending better than expectedoriginal ↗
1 Jun 2009
A must read: "Liberty and Tyranny"original ↗
31 May 2009
Credit default swap spreads are narrowing (2)original ↗
29 May 2009
Financial conditions are improving (2)original ↗
29 May 2009
Missing Miltonoriginal ↗
29 May 2009
Japanese industrial production bouncesoriginal ↗
29 May 2009
Teddy Roosevelt deja vuoriginal ↗
28 May 2009
Another commodity bubble forming?original ↗
28 May 2009
No recovery yet in capexoriginal ↗
28 May 2009
Weekly claims still pointing to a bottom (2)original ↗
28 May 2009
Green shoots turn red-hotoriginal ↗
27 May 2009
Bond market vigilantes to the rescue?original ↗
27 May 2009
Conforming fixed-rate mortgage yields have bottomedoriginal ↗
27 May 2009
Very steep Treasury curve -- time to tightenoriginal ↗
26 May 2009
Bond market to Bernanke: time to take your foot off the acceleratororiginal ↗
26 May 2009
Confidence reboundsoriginal ↗
26 May 2009
No shortage of money (11)original ↗
24 May 2009
Putting the "dollar collapse" in perspectiveoriginal ↗
22 May 2009
Treasury yields will continue to riseoriginal ↗
22 May 2009
Fiscal stimulus doesn't work!original ↗
22 May 2009
Obama's tougher fuel standards are absurdoriginal ↗
21 May 2009
Bond market green shootsoriginal ↗
20 May 2009
TIPS updateoriginal ↗
20 May 2009
Baltic update--very bullishoriginal ↗
20 May 2009
TED spread almost back to normaloriginal ↗
20 May 2009
Fear subsides, prices rise (6)original ↗
20 May 2009
U.S. exports are rebounding (2)original ↗
20 May 2009
Sedona photos (4)original ↗
20 May 2009
Sedona photos (3)original ↗
20 May 2009
Sedona photos (2)original ↗
20 May 2009
Sedona photosoriginal ↗
20 May 2009
Swap spreads explainedoriginal ↗
18 May 2009
Sedona boundoriginal ↗
15 May 2009
Inflation is not dead (2)original ↗
15 May 2009
Almost back to normaloriginal ↗
14 May 2009
Fed: Higher Treasury yields would be a positive signoriginal ↗
14 May 2009
Budget update -- awful (2)original ↗
13 May 2009
Retail sales are not collapsingoriginal ↗
13 May 2009
Budget update -- awfuloriginal ↗
12 May 2009
Swap spreads lead the way (3)original ↗
12 May 2009
Commodity recap: strong price gainsoriginal ↗
12 May 2009
Soaring debt + Fed monetization = higher interest ratesoriginal ↗
11 May 2009
Big government is the biggest threatoriginal ↗
11 May 2009
Big government gets way biggeroriginal ↗
11 May 2009
Oil prices and drilling activityoriginal ↗
11 May 2009
Energy costs are not very burdensomeoriginal ↗
9 May 2009
Unemployment and the Misery Indexoriginal ↗
9 May 2009
More things bouncing moreoriginal ↗
8 May 2009
Job losses are slowing downoriginal ↗
8 May 2009
Rising T-bond yields are very bullishoriginal ↗
7 May 2009
Weekly claims still pointing to a bottomoriginal ↗
7 May 2009
Fear subsides, prices rise (5)original ↗
6 May 2009
Swap spreads lead the way (2)original ↗
6 May 2009
More signs of a bottomoriginal ↗
6 May 2009
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