654 Advisors, LLC
Contributor since: 2010
Europe - Watch Mario, Not Merkel
Japan: The Clock's Ticking, But For Whom?
Time For Investors To Take Some Risk, And Some Lumps
Near-Term Outlook Rosy, But ...
U.S. Labor Market Data Still Benign
Eurozone Agreement: Bad For Germany, Bad For The World
Treasury Debt Ceiling Looms Again
Is An Equity Rally In The Works?
Market Outlook: That Cat Looks Dead After All
Next Trade Of The Century - Short German Bunds?
Eurozone Meltdown Confirmed
Italy x Leverage x Stupidity = Trouble
Europe's Debilitating Currency Obsession
Acrimony, Misinformation Should Keep A Floor Under Volatility
China To The Rescue? It Has To Rescue Itself First
Wall Street Vs. Reality: A Hopeless Tug-Of-War
Initial Claims Still OK--Wait On January Data
Is the Real Bubble In Corporate Profits?
Initial Claims Still Relatively Tame
Initial Unemployment Claims Still Dovish? We Don't Think So
Initial U.S. Unemployment Claims: Nice Print But Uncertain Outlook
Economy: Lukewarm Data, Lousy Outlook
Can We Still Count on the Yield Curve?
Initial Unemployment Claims: Disappointing Numbers, But No Imminent Recession
Consumer Credit: Green Shoots and Elephants
The Global Outlook: Common Sense Versus Reality
Employment and Credit Data Still Bullish
What's PIMCO's Real Angle?
Initial Unemployment Claims: More of the Same, For Now
No 'Game Change' in Long Bond Yields
Treasuries in a 'Steep Fall' - Oh, Really?
On Interest Rates, Asset Prices and Carry Trades