Recent Commentaries

CNBC this morning

Here are some bullets for my market discussion on CNBC: 1. Many in the markets are attributing the recent bout of volatility to the federal government shutdown. That is likely a mistake. We have had 22 shutdowns over the last 40 odd years with very limited market...

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The Williams Put??

John William’s interview earlier today on CNBC should be a lesson to Jay on how to bring a little humility into the monetary policy arena. John’s diplomatic tone with regard to listening to market signals, speaking to business leaders, and watching the economic data...

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