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Bernard Thomas

 
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  • What the Fed Minutes Are Saying
    Apr. 7, 2010 DIA, SPY, QQQ 14 Comments
  • No Surprises From FOMC, So Why Did Market Rally?
    Mar. 17, 2010 C, BAC, JPM 3 Comments
  • In Today's Data, Truth Is in the Numbers
    Feb. 25, 2010 BAC, C, JPM 3 Comments
  • Putting Fed's Curve Ball in Perspective
    Feb. 19, 2010 BAC, JPM, MS 4 Comments
  • Hard to Find the Beauty in This Market
    Feb. 17, 2010 BCS, JPM, BAC 3 Comments
  • Decision Time for Banks and the Fed
    Feb. 11, 2010 C, JPM, XLF 5 Comments
  • Bloodbath in the Markets: Is Relief Coming?
    Feb. 8, 2010 C, JPM, BAC 20 Comments
  • Support Bonds Are Not Short-Term Vehicles
    Jan. 17, 2010 C, BAC, JPM 5 Comments
  • Sorting Out Payrolls and U.S. Recovery
    Jan. 11, 2010 C, BAC, JPM 2 Comments
  • No Surprise from the Fed
    Dec. 17, 2009 TBT, C, BAC 2 Comments
  • Fixed Income: 2009 Year-End Summary
    Dec. 10, 2009 TBT, XLF, KBE 2 Comments
  • Giving Thanks for Central Banks
    Nov. 26, 2009 3 Comments
  • Toppy Markets: Equities and Credit Markets Are Overdone
    Nov. 17, 2009 C, BAC, JPM Comment!
  • On Floaters and the Yield Curve
    Nov. 16, 2009 C, MS, BAC 5 Comments
  • Falling Dollar, Rising Equity Prices the Current Reality
    Nov. 10, 2009 SPY, UDN, UUP 2 Comments
  • Stocks, Bonds and Automobiles Outlook
    Oct. 4, 2009 F, LEA, C 3 Comments
  • The Fed's Ponzi Scheme Has Run Out
    Oct. 1, 2009 C, JPM, VZ 12 Comments
  • Don't Bet Against the Bond Market
    Sep. 25, 2009 C, BAC, MS 11 Comments
  • What the Fed Said Yesterday
    Sep. 24, 2009 C, BAC, JPM 8 Comments
  • Head Winds and Models: No V-Shaped Economic Recovery
    Sep. 9, 2009 BAC, JPM, WFC 6 Comments
  • Is an Autumn Swoon in the Cards?
    Sep. 1, 2009 DIA, SPY, IVV 5 Comments
  • Bernanke Has His Hands Full, Again
    Aug. 27, 2009 BAC, JPM, DIA 6 Comments
  • Roubini Is Right: Recovery Will Be Slow
    Aug. 25, 2009 C, BAC, JPM 14 Comments
  • The Truth About Medium Term Notes
    Aug. 21, 2009 CIT, BAC 1 Comment
  • Unexpected Auction, Predictable Fed
    Aug. 13, 2009 C, NCC, GS Comment!
  • Bove Sees the Light on Banks?
    Aug. 12, 2009 5 Comments
  • U.S. Economy: Mild Growth Ahead
    Aug. 9, 2009 Comment!
  • The Economic Future Is Ours to See
    Aug. 6, 2009 XLF, DIA, SPY 5 Comments
  • The Long and Short of U.S. Treasury Auctions
    Jul. 31, 2009 TLT, TBT 9 Comments
  • The Recovery Will Be Painfully Slow
    Jul. 30, 2009 SPY, DIA 2 Comments
  • The Truth About Jobs
    Jul. 10, 2009 SPY, DIA 17 Comments