Weighing the Week Ahead: Is the Fed behind the Curve?

6/21/14 Once again, the market focus has turned to the Fed. For many months the official Fed policy has included an inflation target, an annual rate of 2%. For many months I have written that inflation will not matter until this level is in play. Suddenly, after a single month of data approaching this range, […]

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Faceoff on Greece: An Interim Update

About two years ago the situation in Greece was at a flashpoint. It was at the top of the list of investor worries. Leading that argument was John Mauldin, who had written over thirty posts tagged Greece culminating with aggressive statements in June, 2012. He also has a book on the impending collapse of Europe […]

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