Bracing for Government’s Withdrawal from the Economy

When the Federal government begins its withdrawal from the economy, the implications will be large and the ramifications likely painful. We saw it when Cisco’s stock plunged 16% after reporting earnings partially compressed by a reduction in government contracts. We see it every day as temporary Federal stimulus wanes and takes more and more steam … Read more

More Money Went into Bonds Funds in 2009 Than in the Last Ten Years

The CNBC interview post below with Marilyn Cohen (from Envision Capital and author of “Bonds Now!: Making Money in the New Fixed Income Landscape“) is a good watch for anyone interested in fixed income. One key statistic that caught my attention was Cohen’s claim that more money went into bond funds last year than went … Read more