Browse by Tags

Thoughts From The Frontline

Blog Subscription Form

  • Email Notifications
    Go

Syndication

Archives

  • A Random Walk Around the Frontlines

    In This Issue:

    An Improving Economy
    But Where Are the Jobs?
    Time for the Fed to Declare Victory and Go Home
    Home, Fed Friday, and Tokyo


    I am on yet another plane and writing, and I'll finish this letter in Phoenix. As I start, I am not sure of a theme for this week's letter, so (with a tip of the hat to my friend Burton Malkiel, who I will see at Rob Arnott's conference in a few months), today we do a Random Walk Around the Frontlines, surveying what's going on in the world. We'll start with the Fed and interest rates, look at inflation, and see how far we get. And I might get a little controversial, but long-time readers know that is not all that unusual.

    ...