The reality is that these bond buying programs should have been tapered this past summer

Unexpected things happen all the time.

It’s all underway. And not a moment too soon. 

The history you should know

Barry reads his new post on Stagflation

the driving force behind virtually everything happening right now in the economy and markets.

And remember that many of your employees – your most talented employees – are gaining a bit more of the upper hand these days

I chalk up the explosion in quits (2.7%, now at a 20 year high) and new business formation to three main causes:

On macro forecasts

Fed statement reaction and reaction to the reaction