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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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