Our two “top-down” trades that have gone wrong in 2014, have been the yield curve flattening, where we thought rates…
Having been fortunate to be invited to a fixed-income roundtable this morning to hear John Miller of Nuveen’s High Yield…
One element to watching the stock market every day is to get a feel for the pattern of the market,…
Last Friday morning, April 4th, 2014, when I saw the 194,000 and then the 32,000 upward revisions in the payroll…
We were a bit disappointed in the Twitter (TWTR) quarterly earnings release this week, or rather the stock’s reaction to…