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By Date
Date Author Title
2/3/2012 David Kotok G4-Markets-Gold, Everything Else
2/1/2012 Bob Eisenbeis Fed Transparency
1/31/2012 David Kotok Joe Paterno
1/31/2012 Bob Eisenbeis Loopholes, Subsidies, Incentives, and Taxes
1/30/2012 John Mousseau Munis Cruise Through a Scorching January
1/25/2012 David Kotok The Fed, Stocks & Chimichurri
1/24/2012 Bob Eisenbeis The New Communications Strategy of the Fed
1/21/2012 David Kotok Two Books and Two Fish
1/18/2012 David Kotok Report from Chile
1/17/2012 Bill Witherell Europe Downgrades and Market Response
1/13/2012 Bill Witherell China Update, Part 2
1/10/2012 David Kotok The Love Trapezoid
1/7/2012 David Kotok China Update Part 1
1/2/2012 David Kotok Sunrise 2012
12/30/2011 David Kotok Janet Tavakoli Gets 5 Stars!
12/28/2011 Peter Demirali 2011 Review and Outlook for 2012
12/27/2011 Bill Witherell A Tumultuous Year for Global Financial Markets
12/26/2011 David Kotok Asset Safety in the post-MF Global World
12/23/2011 Bob Eisenbeis As the Year Winds Down
12/20/2011 David Kotok Christian Noyer
12/19/2011 John Mousseau Meredith Redux - One Year Later
12/17/2011 David Kotok G4 Central Bank Balance Sheets / European Contagion
12/13/2011 David Kotok Report from Paris, Part 3
12/12/2011 David Kotok Report from Paris, Part 2
12/9/2011 David Kotok Report from Paris
12/7/2011 Bob Eisenbeis Be Careful What You Wish For
12/4/2011 David Kotok USD-EUR currency exchange rate and the Ellsberg paradox.
12/2/2011 David Kotok Measuring Europe's Contagion
12/1/2011 David Kotok Central Banks and Bullets
12/1/2011 Bill Witherell Reassessing China Equities
11/29/2011 Bob Eisenbeis Desperate Times Call for Drastic Measures
11/25/2011 David Kotok Thanksgiving, Ben Bernanke, WSJ Story (11/23/2011)
11/23/2011 Bill Witherell Looking North for Some Stability
11/22/2011 Bob Eisenbeis Is the Turkey Done Yet??
11/21/2011 David Kotok MF Global & NY Fed - Part 3
11/16/2011 David Kotok Municipal Bankruptcies
11/15/2011 Bill Witherell What About Spain?
11/12/2011 David Kotok CDS, Market Turmoil, Asset Allocation
11/10/2011 John Mousseau Jefferson County Finally Declared Bankruptcy
11/6/2011 David Kotok MF Global and NY Fed - Part 2
11/5/2011 David Kotok MF Global, NY Fed, Chutzpah?
11/1/2011 David Kotok Will the Bears Hibernate?
10/27/2011 Bill Witherell Europe Steps Up to the Plate
10/24/2011 David Kotok Defaults?
10/21/2011 John Mousseau Harrisburg Saga Continues to Unfold
10/17/2011 David Kotok US Stock Market: Bulls vs. Bears; Historians vs. Risk Takers?
10/11/2011 David Kotok Bratislava
10/9/2011 David Kotok Bernanke and Trichet: a parable
10/7/2011 David Kotok Paul McCulley, New GIC Society of Fellows, Paris
10/5/2011 David Kotok Dexia!
10/4/2011 David Kotok Presentation slides from Stockholm
10/3/2011 Peter Demirali Uncharted Territory in Bonds
10/2/2011 David Kotok Trying to help WWHI---this is time sensitive!
10/1/2011 David Kotok Interview from GIC (www.interdependence.org) meeting in Stockholm
9/30/2011 Bob Eisenbeis Do the Math
9/30/2011 Bill Witherell Germany Comes Through
9/29/2011 John Mousseau Rounding the Stretch in Munis
9/28/2011 David Kotok Helsinki - Stockholm
9/27/2011 Michael McNiven Fiduciaries and the Issue of 401(k) Regulation
9/24/2011 David Kotok Herman Cain is my Name
9/22/2011 David Kotok Fed, Mortgages, Housing
9/21/2011 David Kotok Bird Flu... Again?
9/20/2011 Bill Witherell An Autumn Rally in Global Equity Markets? Possible but not Asured
9/19/2011 David Kotok Infrastructure Plan: A Third Option
9/14/2011 David Kotok Build America Bonds (BABs) Update
9/14/2011 David Kotok Policy Madness in Muniland
9/12/2011 Bill Witherell Continuing to Underweight the Eurozone
9/11/2011 David Kotok 9-11-11
9/7/2011 David Kotok Three Research Reports
9/4/2011 David Kotok Labor Day, Leen's Lodge, Employment Report
9/1/2011 John Mousseau Goodnight Irene
8/31/2011 David Kotok Another Bullish Stock Market Indicator
8/30/2011 Bob Eisenbeis The Debt - One More Time
8/29/2011 Bill Witherell Will Germany Continue to be the "Stability Anchor" for the Eurozone?
8/28/2011 David Kotok Good Night Irene: Bullets Dodged
8/26/2011 Bob Eisenbeis Jackson Hole
8/24/2011 John Mousseau Earthquakes and the Muni Bond Market
8/24/2011 David Kotok More Support for the August 9, Selling Climax-Induced Bullish Position?
8/23/2011 Bob Eisenbeis A Two-Step Program to Deal with the Budget and Debt Problem
8/21/2011 David Kotok Qaddafi, Bernanke & Stock Markets
8/19/2011 Bob Eisenbeis Central Bank Policy, Euro Bonds, and QE3
8/18/2011 David Kotok Governor Perry and Fed Independence
8/17/2011 Bill Witherell European Economies at Stall Speed
8/15/2011 David Kotok The Selling Climax-Responses
8/13/2011 David Kotok Was There a Selling Climax?
8/10/2011 John Mousseau The US Downgrade and the Muni Bond Market
8/7/2011 David Kotok S&P Downgrade of US Creditworthiness: Some Initial Thoughts
8/6/2011 David Kotok FDIC, Fed Funds & Leen's Lodge
8/4/2011 David Kotok Report from Leen's Lodge
8/3/2011 John Mousseau Midyear Muni Hot Spots
8/2/2011 Bob Eisenbeis No Taxation without Representation
7/31/2011 David Kotok Two Fish Tales and a Debt Ceiling
7/27/2011 Bob Eisenbeis What is "Fair?"
7/26/2011 Bill Witherell Stress in the Eurozone - A Follow-Up
7/25/2011 David Kotok Gang of 535 plus 2
7/23/2011 David Kotok 202-224-3121
7/21/2011 Bob Eisenbeis Can the Fed Make a Profit for the Taxpayer?
7/20/2011 David Kotok Kill the AMT
7/19/2011 David Kotok Political Resolution is Very Bullish
7/19/2011 Bill Witherell Stress in the Eurozone and its Banks
7/14/2011 David Kotok Report from Oxford
7/13/2011 Bob Eisenbeis Bad Math and Bad Anaylsis
7/12/2011 David Kotok Brits - Trust - Media: Report from London
7/11/2011 Bob Eisenbeis To Target or Not to Target
7/6/2011 Bill Witherell The End of the Soft Patch in the Global Economy?
7/5/2011 Bob Eisenbeis August 2 - Hard Cap or Soft?
6/29/2011 David Kotok Leen's Lodge, FDIC, The Fed
6/28/2011 Michael McNiven The Changing 401(k) Landscape
6/27/2011 Bob Eisenbeis QE 2 and Policy
6/23/2011 Bob Eisenbeis "Pop Quiz"
6/22/2011 John Mousseau Munis at the Halfway Point
6/21/2011 Peter Demirali We Need BABs!
6/17/2011 David Kotok Greek Default Deferred
6/15/2011 David Kotok The US Stock Market
6/11/2011 David Kotok Muniland Update & Whitney on Squawk Box
6/9/2011 David Kotok "The honor of the nation was at stake."
6/8/2011 Bob Eisenbeis Bernanke on R&D
6/6/2011 Bob Eisenbeis Did the Fed Print Money in QE1 and QE2? –Correction and Addendum
6/5/2011 David Kotok Helsinki
6/3/2011 Bob Eisenbeis Did the Fed Print Money in QE1 and QE2?
5/29/2011 David Kotok Les Papillons Noirs
5/27/2011 David Kotok Vallejo Water Bonds and Memorial Day
5/25/2011 David Kotok Mark Haines
5/24/2011 Bill Witherell Renewed Eurozone Worries
5/22/2011 David Kotok Thank You, Joe Mysak
5/19/2011 David Kotok The Muni Wars of Words Continues
5/14/2011 David Kotok US Stocks-ETF Account Strategy Changes
5/10/2011 Bill Witherell China, the Global Locomotive
5/5/2011 David Kotok The Whitney Virus Redux
4/30/2011 David Kotok Sell in May..............?
4/25/2011 Bob Eisenbeis What's a Central Bank to Do?
4/23/2011 David Kotok FDIC and Fed: more questions than answers
4/19/2011 David Kotok Scylla and Charybdis, The FDIC and the Federal Reserve
4/18/2011 Bill Witherell Washington Notes
4/14/2011 David Kotok Agrigento
4/7/2011 Bill Witherell Northern Comfort
4/6/2011 David Kotok Rome
4/3/2011 David Kotok Perigee Moon, US Stocks, Muniland News, FDIC-FOMC-hmmm? Also: GIC-Rome and Speedy Recovery to Paul Horne
4/1/2011 Peter Demirali A Tale of Two Sectors: BABs and Everyone Else
3/31/2011 Bob Eisenbeis Shock and Awe
3/30/2011 John Mousseau The Muni Markets: Crawling Back in the First Quarter
3/29/2011 Bill Witherell The Global Economic Recovery as Q1 Ends
3/28/2011 David Kotok Some Thoughts About the Oil Price?
3/26/2011 David Kotok Muni Defaults: Whitney and Roubini
3/23/2011 David Kotok GIC meeting in Philadelphia: May 24
3/21/2011 Bob Eisenbeis More on U.S. Foreign Currency Interventions
3/19/2011 David Kotok Markets, MENA and Metternich
3/18/2011 David Kotok The G7 is Not Permanent Manna from Heaven!
3/15/2011 David Kotok Keep One Eye on MENA
3/14/2011 David Kotok Japan and Bahrain. Oh, My!
3/13/2011 David Kotok Earthquake-Tsunami-Reactor
3/13/2011 Bill Witherell Tohuku vs. Kobe
3/12/2011 Michael McNiven Changes coming in 401(k) Plans: 2011 is the year of the fees.
3/10/2011 David Kotok Day of Rage
3/9/2011 David Kotok "Endgame" and Fannie-Freddie?
3/5/2011 David Kotok $115 Oil, Contagion, Central banks, Markets and Rome
3/4/2011 Bill Witherell Return of the Eurozone
2/28/2011 David Kotok $100 Oil!
2/24/2011 David Kotok More on Oil and Contagion (and Recession?)
2/23/2011 David Kotok Nowhere Near Over
2/17/2011 David Kotok KHAMSIN
2/16/2011 David Kotok Fed Worries about "Fewer People Looking for Work"
2/15/2011 David Kotok Muniland and Pensions
2/13/2011 Bill Witherell Egypt and Emerging-Market Equities
2/11/2011 David Kotok Egypt, Oil, Markets and The Middle East
2/3/2011 David Kotok More Facts about Muniland
2/2/2011 David Kotok Push Back=Contagion Risk Rising
2/1/2011 David Kotok More on Muniland and Whitney courtesy Bloomberg.com
1/31/2011 Bill Witherell Egypt
1/28/2011 David Kotok Strategy Change in ETF Accounts
1/27/2011 David Kotok Fed Accounting? Is the Problem Solved?
1/26/2011 David Kotok Becky Quick is Rockin'. Is There a Muni Selling Climax?
1/21/2011 David Kotok Muni Madness and CNBC Squawkbox
1/16/2011 David Kotok Chicken Little
1/12/2011 David Kotok Richard Koo and the Andes
1/11/2011 Bob Eisenbeis A Harbinger of Things to Come?
1/4/2011 David Kotok Chile
1/2/2011 David Kotok Pirates Cove
12/29/2010 David Kotok Rick Santelli vs. Congressman Mica
12/26/2010 John Mousseau Lessons from the Muni Bond Market in 2010
12/23/2010 Peter Demirali A Great Bond Bids Farewell
12/22/2010 Bill Witherell International Equity Strategy at Yearend 2010
12/21/2010 Bob Eisenbeis Jobs, Risk, Uncertainty and Next Year: An Elaboration
12/21/2010 David Kotok The Muni Herd Redux
12/18/2010 Bob Eisenbeis A Yearend View from Bob Eisenbeis
12/16/2010 David Kotok The Bond Herd, 6% and Gold
12/9/2010 David Kotok Report from London
12/7/2010 David Kotok Tricks, Entrances and Exits
12/3/2010 David Kotok Today's Employment Report
12/1/2010 David Kotok European Contagion
11/29/2010 David Kotok A Tale of Two Cities and a County in Muniland
11/29/2010 David Kotok Contagion Fear in Europe
11/26/2010 Bob Eisenbeis Fed Communications
11/24/2010 John Mousseau and Michael Comes Cumberland's Response to the Wall Street Journal
11/23/2010 David Kotok Fly Naked; Check No Luggage
11/22/2010 Bob Eisenbeis The Turkey is in the Oven
11/20/2010 Matt Hougan ETF's Firm Foundations by Matt Hougan
11/19/2010 Bill Witherell Equity Market Integration in South America
11/18/2010 Bill Witherell The Global Bull Market in Equities and the Eurozone
11/16/2010 John Mousseau The Spike in Muni Yields - an Opportunity
11/14/2010 David Kotok The Stock Market - FAQ
11/8/2010 David Kotok Oil Slickonomics-Part 13-Idle Iron
11/4/2010 David Kotok Oil Slickonomics-Part 12-An Update
10/29/2010 Bob Eisenbeis Not More QE?
10/28/2010 David Kotok GSE Note Sale: America's Greatness
10/27/2010 Bill Witherell The G-20 Makes Progress but Currency Volatility Continues
10/26/2010 David Kotok QE2: what's an investor to do?
10/24/2010 David Kotok QE2: Yabba Dabba Dooooo
10/18/2010 Bob Eisenbeis The Meeting Before the Meeting
10/15/2010 David Kotok Today, Bernanke and QE2
10/13/2010 Bill Witherell Global Financial Officials Meet, But the Currency Dance Continues
10/7/2010 Peter Demirali Value vs. Growth in Bondland?
10/5/2010 David Kotok Global Musical Chairs
10/4/2010 John Mousseau The Muni Market Moves Forward
10/3/2010 Bob Eisenbeis “The Beatings Will Continue Until Morale Improves”
10/1/2010 Michael McNiven Media Hype and Financial Market Intelligence
9/30/2010 David Kotok Ireland!
9/28/2010 David Kotok The Liesman Indicator
9/27/2010 Bill Witherell Investing in Emerging Markets: Several Favorites
9/20/2010 David Kotok P.T.F.S.D.
9/17/2010 Bill Witherell Investing in Emerging Markets: the BRICS
9/15/2010 David Kotok What the Fed gets for $100 billion
9/14/2010 John Mousseau The Harrisburg Mess-Second Inning
9/8/2010 David Kotok The Fed and Treasury Volatility
9/1/2010 David Kotok Front Running the Fed
8/31/2010 Bob Eisenbeis Bernanke's Jackson Hole Message
8/30/2010 David Kotok The Emperor, the Gladiator & the Lion
8/22/2010 David Kotok Mid-August Bullets
8/17/2010 Bob Eisenbeis The Uncertain FOMC
8/16/2010 David Kotok Oil Slickonomics - Part 11, Report from Baton Rouge
8/14/2010 Peter Demirali BAB vs. JNJ
8/12/2010 John Mousseau The Oil Spill and the Municipal Bond Market
8/9/2010 David Kotok Report From Leen's Lodge
8/6/2010 David Kotok Drama at the Fed Meeting?
8/4/2010 Bill Witherell Europe After the Bank Stress Tests
8/2/2010 David Kotok Three Fish Tales
7/23/2010 David Kotok Taxes and the Stock Market - technical additions and corrections
7/22/2010 David Kotok Taxes and the Stock Market
7/21/2010 David Kotok Oil Slickonomics - Part 10 Trouble in Muniland
7/18/2010 David Kotok More on the Fed’s Balance Sheet
7/15/2010 Bob Eisenbeis Regulation Reform: The Consequences of Dodd-Frank, Part II
7/13/2010 Bob Eisenbeis Regulation Reform: The Consequences of Dodd-Frank, Part I
7/10/2010 David Kotok Steve Liesman and the Fed’s Balance Sheet
7/8/2010 Bill Witherell All Eyes are on China
7/4/2010 David Kotok Oil Slickonomics - Part 9
7/2/2010 David Kotok Euro zone: Our Guest Post from CNBC.com
7/1/2010 Bob Eisenbeis What Does Any of This Have to Do with Financial Reform?
6/28/2010 Bill Witherell A Closer Look at Germany
6/24/2010 David Kotok Markets in Flux?
6/22/2010 Bob Eisenbeis Financial Regulatory Agency Restructuring
6/20/2010 David Kotok Oil Slickonomics - Part 8
6/18/2010 John Mousseau Cumberland’s Response to the “Muni Scare”
6/17/2010 Bob Eisenbeis The FOMC Meeting and Issues Surrounding the Fed Exit Strategy
6/16/2010 David Kotok Report from Paris
6/11/2010 David Kotok Some Observations as We Depart
6/8/2010 Bill Witherell Global Markets Feel the Pain in Spain
6/7/2010 David Kotok Oil Slickonomics - Part 7A
6/6/2010 David Kotok Oil Slickonomics - Part 7
6/3/2010 Bill Witherell Consider Peru
6/2/2010 Bob Eisenbeis LIBOR: Liquidity or Insolvency?
5/31/2010 David Kotok Oil Slickonomics - Part 6
5/28/2010 Bill Witherell Coping with Geopolitical Risk: The Case of South Korea
5/27/2010 David Kotok Oil Slickonomics - Part 5
5/26/2010 Bill Witherell Coping with Geopolitical Risk: The Case of Thailand
5/24/2010 David Kotok Oil Slickonomics - Part 4
5/22/2010 Bob Eisenbeis Extended Period?
5/19/2010 David Kotok Oil & Water, Politics & Markets, Euro & Dollar
5/16/2010 David Kotok The Eurozone and Greece
5/14/2010 David Kotok Oil Slickonomics - Part 3A
5/13/2010 Bill Witherell Is “Shock and Awe” Enough?
5/13/2010 David Kotok Oil Slickonomics - Part 3
5/12/2010 David Kotok Sell in May and Go Away? Or Stay?
5/10/2010 David Kotok Oil Slickonomics - Part 2
5/8/2010 David Kotok Thursday’s 15 minute crash; Kotok’s polemic; Art Cashin’s wisdom
5/7/2010 Bob Eisenbeis Goldman Sachs and Conflicts of Interest
5/6/2010 John Mousseau Oil Spill and the Municipal Bond Market
5/3/2010 Bill Witherell Invest in Germany Now?
5/2/2010 David Kotok Oil Slickonomics - Part 1
4/29/2010 Bob Eisenbeis The Shadow Financial Regulatory Committee Deliberations
4/28/2010 David Kotok Bond Markets, Greece, The Fed & The ECB
4/27/2010 David Kotok Vincenzo Sciarretta Interviews Felix Zulauf
4/25/2010 David Kotok The Paulson, Goldman, Tourre Affair
4/18/2010 David Kotok Goldman Sachs & A Cumberland Strategy Change
4/14/2010 Bob Eisenbeis More on Greek Banks and Deposit Insurance
4/12/2010 David Kotok Bank Runs in Greece Trigger Needed Hunkering Down
4/8/2010 David Kotok Tim Geithner and Protectionism
4/7/2010 Bob Eisenbeis Covered Bonds
4/6/2010 Bill Witherell Back from the Brink of a China-US Trade War
4/5/2010 John Mousseau Forces in The Muni Market – First Quarter 2010
4/1/2010 Bob Eisenbeis Into Quarter Two and Beyond
4/1/2010 David Kotok Q2 Outlook plus Stench from the NY Fed
3/31/2010 Peter Demirali Greece and California
3/30/2010 Bill Witherell International Markets in the First Quarter of 2010
3/27/2010 Bill Witherell Another Act in the Greek Drama, the Euro, and Germany
3/17/2010 David Kotok Thank You to Roger Nusbaum, Melissa Lee, Eugenio Moreno
3/13/2010 David Kotok The Forthcoming Financial Reform
3/12/2010 Bob Eisenbeis What is He Thinking?
3/10/2010 David Kotok Charles Evans, Brian Sack, Jurgen Stark and NABE
3/9/2010 John Mousseau Congress Keeps Their Hands in the Muni Market
3/6/2010 David Kotok The MAGI Returns to Muniland
3/2/2010 Bob Eisenbeis Central Bank Independence
3/1/2010 Bill Witherell Chile - Shaken But Still Strong
2/27/2010 David Kotok A Quiet Saturday
2/26/2010 David Kotok Commercial Real Estate: More Trouble Ahead
2/24/2010 Bob Eisenbeis MBS – When Will the Purchases End and What Will Happen to Mortgage Rates?
2/23/2010 Bill Witherell Showdown for Euro Zone Fiscal Policy and the Euro
2/22/2010 David Kotok ETF Strategy Update
2/20/2010 Bob Eisenbeis Fed Watching Had Suddenly Changed
2/19/2010 David Kotok The Fed's Non-tightening Tightening
2/16/2010 David Kotok The Greek Cockroach
2/15/2010 Bill Witherell Is Portugal Next?
2/11/2010 David Kotok My Big, Fat, Never on Sundays Story
2/10/2010 David Kotok Rollover Risk
2/8/2010 Bill Witherell Currency Market Volatility
2/8/2010 David Kotok Greece and an Ode to Simonides
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Please feel free to forward our commentaries (with proper attribution) to others who may be interested.

For a list of all equity recommendations for the past year, please contact Therese Pantalione at 856-692-6690,ext. 315. It is not our intention to state or imply in any manner that past results and profitability is an indication of future performance. All material presented is compiled from sources believed to be reliable. However, accuracy cannot be guaranteed.
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