Archive

Filter
  • June 10, 2011

The Beige Book largely supports my view that the US economy is in a temporary soft patch and that growth will pick up in the second half of the year. Read More

  • June 3, 2011

The recent economic slowdown appears to be another case of the summer doldrums. Stocks should remain volatile and range-bound for a few more weeks, but I expect the second half of 2011 to be another strong period for US equities. Read More

The market has overreacted to rumors of a proposed change in how master limited partnerships are taxed. Bargain hunters can scoop up our favorite names on the cheap. Read More