TCA-ETF Update

Jeff is on the road, so I will provide the weekly update.  Jeff will comment more upon his return. ~ Renae UPDATE:  An advantage of having a good team is that one can travel and take vacations without worry that the strategy is implemented properly.  Like anyone managing investments, we realize that there is never […]

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Is the Fed Ahead of the Curve?

The overwhelming sentiment of popular market pundits is that the Fed is out of touch and "behind the curve."  (One of our hopes for 2008 is that writers will find some other phrases to describe this tired sentiment). Other Expert Views Fed policy has an effect with a lag.  One way of examining this is […]

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Recession Odds

Market watchers are all interested in the odds of a recession.  You will not get an accurate view from stories making a big splash.  Since an economist is unlikely to be newsworthy by predicting a 10% chance, it is not surprising that Barry Ritholtz’s citations of recession odds predictions ranges from 30% to 70%.  (Roubini […]

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