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A Glass Half Full, But Only Barely 03-30-15

On Friday we got confirmation that the economy was indeed tepid at year’s end, with a 2.2 percent print on fourth-quarter GDP. That stood in line with the previous estimate and less than half the strength of the third quarter of 2014. Data for the current quarter, which ends tomorrow, paints a picture of virtually no improvement in terms of either growth or inflation. Read more about A Glass Half Full, But Only Barely 03-30-15

So Long, We Hardly Knew Yew 03-23-15

Lee Kuan Yew, the father of modern Singapore, passed away the other day at the ripe old age of 91. Read more about So Long, We Hardly Knew Yew 03-23-15

What’s on Coach Yellen’s Clipboard? 03-16-15

A little more than a month ago sentiment appeared to be turning for crude oil; West Texas Intermediate had rebounded back well above $50 barrel and Brent was once more north of $60. At the time, however, we warned that oil prices had gotten ahead of themselves and were likely to retest their lows. That retest is now in progress with WTI once more under $44 a barrel. Read more about What’s on Coach Yellen’s Clipboard? 03-16-15

My, How Times Have Changed 03-09-15

The Dow Industrials, the granddaddy of all stock indices, is giving Income/Value Portfolio pick AT&T (T) the boot this week after 99 years of service. What remains of the original Ma Bell makes way for Apple, the company that among other things revolutionized smart phones. Read more about My, How Times Have Changed 03-09-15

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