Commentary Archive
Bubblelicious Markets
Alan D Segars - 4-17-2013
"It Was a Very Good Year"
Alan D Segars - 1-17-2013
The Monetary Tide is Rising
Alan D Segars - 10-15-2012
The Loop de Loopy Stock Market
Alan D. Segars & Jennifer M. Coury - 7-16-2012
March Madness Spills into April
Alan D. Segars & Jennifer M. Coury - 4-16-2012
Looking Back and Glimpsing Ahead
Alan D. Segars & Jennifer M. Coury - 1-15-2012
US Economy Stuck In Neutral
James Nesci & Alan D. Segars - 12-06-2011
Macro Uncertainty and Market Volatility Deter Diversification
Alan D. Segars & Jennifer M. Coury - 10-15-2011
Economic and Market Expectations and Implications for Investment Strategy
James Nesci & Alan D. Segars - 8-31-2011
Why Are Treasury Yields Depressed?
James Nesci & Alan D. Segars - 7-29-2011
The Search for Uncorrelated Assets
James Nesci & Alan D. Segars - 6-30-2011
It's Greek To All of Us
Fred S. Fraenkel - 6-20-2011
Americans Need To Be Shown Simple Math
Fred S. Fraenkel - 5-31-2011
What? It didn't fall apart after QE2
Fred S. Fraenkel - 5-31-2011
What the Second Most Important Indicator Is Signaling
James Nesci & Alan D. Segars - 5-31-2011
Double Dip Deja vu
Fred S. Fraenkel - 5-23-2011
Presidential Poker
Fred S. Fraenkel - 5-04-2011
Monetary Policy: “Who do you believe, me or your eyes?”
James Nesci & Alan D. Segars - 4-29-2011
How Can The FED Be So Ignorant About Inflation?
Fred S. Fraenkel - 4-25-2011
Are We Falling Off the Climbing Wall of Worry?
Fred S. Fraenkel - 4-07-2011
Inflation: "You can observe a lot just by watching"
James Nesci & Alan D. Segars - 3-31-2011
Climbing the Wall of Worry is as Easy as One, Two, Three
Fred S. Fraenkel - 3-24-2011
Further Reflection on Japan
Fred S. Fraenkel - 3-15-2011
God Bless and Deliver Japan
Fred S. Fraenkel - 3-14-2011
Yum in China
Fred S. Fraenkel - 3-07-2011
Oil Turmoil and Contract Reform
James Nesci & Alan D. Segars - 2-28-2011
Do the Right Thing
Fred S. Fraenkel - 2-23-2011
The Shania Twain Budget Process
Fred S. Fraenkel - 2-15-2011
The World is Changing; Where we're going isn't clear
Fred S. Fraenkel - 2-14-2011
Risk-On Risk-Off Thinking Won't Help Investors
Fred S. Fraenkel - 2-08-2011
How Important Are Developments In The Middle East?
Fred S. Fraenkel - 1-31-2011
The Quest for Income and Growth (QIG) – Part 2 – Sustainable High Dividend Stocks
James Nesci & Alan D. Segars - 1-24-2011
Muni Makeover
Fred S. Fraenkel - 1-14-2011
The Quest for Income and Growth (QIG) – Part 1 – The Supplemental Income Portfolio (SIP)
James Nesci & Alan D. Segars - 12-22-2010
Two for Eleven
Fred S. Fraenkel - 12-21-2010
December 8th the 2nd Annual -- Checking Our List Twice
Fred S. Fraenkel - 12-08-2010
Tax Deal: Short Term Bullish, Long Term?
Fred S. Fraenkel - 12-07-2010
Controversy and Conjecture Surrounding QE2 and ERP
James Nesci & Alan D. Segars - 11-30-2010
EuroMess Redux
Fred S. Fraenkel - 11-29-2010
One Year Later – Is It a Turkey?
Fred S. Fraenkel - 11-23-2010
The World View from Morristown
Fred S. Fraenkel - 11-17-2010
Uncommon Value
Fred S. Fraenkel - 11-15-2010
Who's the Boss
Fred S. Fraenkel - 10-29-2010
How Wide is the Gap Between the Economy and the Capital Markets?
James Nesci & Alan D. Segars - 10-27-2010
The Other Possibility
Fred S. Fraenkel - 10-21-2010
The Administration Blew Their Chance to Help Housing
Fred S. Fraenkel - 10-17-2010
Lost in Translation
Fred S. Fraenkel - 10-12-2010
When Bond Gods Ruled
Fred S. Fraenkel - 10-05-2010
The Housing Market – Insights and Implications
James Nesci & Alan D. Segars - 9-21-2010
Two
Fred S. Fraenkel - 9-20-2010
Wise Men and Fools
Fred S. Fraenkel - 9-17-2010
November is Coming
Fred S. Fraenkel - 9-14-2010
Consumption Slumps When Debt Shifts from Aunt Sarah to Uncle Sam and Uncle Ben
James Nesci & Alan D. Segars - 8-31-2010
The Recovery that Slowed Down
Fred S. Fraenkel - 8-30-2010
It Ain't That Bad
Fred S. Fraenkel - 8-20-2010
Is a 2% Treasury the New Euro at Parity?
Fred S. Fraenkel - 8-02-2010
Low Interest Rates in a High Risk Environment
James Nesci & Alan D. Segars - 7-28-2010
Great Month, Now What
Fred S. Fraenkel - 7-28-2010
Not Yet
Fred S. Fraenkel - 7-19-2010
It Doesn’t Take Much
Fred S. Fraenkel - 7-08-2010
Again at the Precipice
Fred S. Fraenkel - 6-29-2010
FINREG Shows that Congress Smells Its Own Blood
Fred S. Fraenkel - 6-25-2010
Is Emerging Market Debt A Better Bet?
James Nesci & Alan D. Segars - 6-23-2010
The Financial Media May Kill the Golden Goose
Fred S. Fraenkel - 6-17-2010
We Had to Convincingly Give Up 10,000 - and Probably 1050
Fred S. Fraenkel - 6-07-2010
US Sovereign Debt: Does It Soar with the Eagles or Wallow with the PIIGS?
James Nesci & Alan D. Segars - 5-27-2010
The Next Greatest Generation Will Save the World
Fred S. Fraenkel - 5-24-2010
This is (only) a Correction - When You Get Old, You Repeat Yourself
Fred S. Fraenkel - 5-17-2010
It's Never as Easy as 1, 2, 3
Fred S. Fraenkel - 5-07-2010
Is There a United States of Europe?
Fred S. Fraenkel - 4-28-2010
A Repo 105 World Will Raise the Cost of Capital in the U.S.
Fred S. Fraenkel - 4-22-2010
Agreeing to Reduce the Deficit
Fred S. Fraenkel - 4-05-2010
A Tale of Two Homeowners
Fred S. Fraenkel - 3-26-2010
People are not Just Mad about Healthcare; They are Angry that the Social Compact is Broken
Fred S. Fraenkel - 3-22-2010
Lehman Wasn’t the Only One with a Repo-105 Mentality
Fred S. Fraenkel - 3-16-2010
Employers are Done Firing; March Numbers Will Be Good
Fred S. Fraenkel - 3-04-2010
There Will Not Be a Double Dip
Fred S. Fraenkel - 3-01-2010
The Market May Have Forecast the Snow Storms
Fred S. Fraenkel - 2-25-2010
Updating The Envelope
Fred S. Fraenkel - 2-16-2010
Technology is Usually the Answer
Fred S. Fraenkel - 2-09-2010
Building Blocks of the Wall of Worry
Fred S. Fraenkel - 2-09-2010
Why Do We Focus So Much On Politics?
Fred S. Fraenkel - 1-31-2010
Being There
Fred S. Fraenkel - 1-27-2010
Sometimes Black Swans Wear White Hats
Fred S. Fraenkel - 1-25-2010
Is The Bull Market Over Already?
Fred S. Fraenkel - 1-22-2010
A Hot Breeze in January
Fred S. Fraenkel - 1-20-2010
Investment Banking Comeuppance Interrupted
Fred S. Fraenkel - 1-15-2010
The Real Cash for Clunkers
Fred S. Fraenkel - 1-14-2010
Terror Rising
Fred S. Fraenkel - 1-11-2010
Lynch Mobs Don’t Deal Well with Babies or Bathwater
Fred S. Fraenkel - 1-02-2010
Is the January Effect Suspended for 2010 or Will a Different January Effect Emerge?
Fred S. Fraenkel - 12-28-2009
Beacon Commentary Has Made Its List and Checked It Twice
Fred S. Fraenkel - 12-21-2009
You're Out of Touch, I'm Out of Time
Fred S. Fraenkel - 12-15-2009
What Country are We Living In?
Fred S. Fraenkel - 12-09-2009
Buying Bonds with Coupons that Grow
Fred S. Fraenkel - 12-07-2009
It’s A Good Thing the President Isn’t “Living Here In Allentown”
Fred S. Fraenkel - 12-04-2009
Santa Will Bring a Worldwide Recovery in 2010
Fred S. Fraenkel - 12-03-2009
Let's Give Thanks for Thanksgiving Day 2010
Fred S. Fraenkel - 11-26-2009
Will Your Senator Fall on a Hand Grenade? If She/He Does, the Market Won't Like It
Fred S. Fraenkel - 11-23-2009
Punch Bowl Party
Fred S. Fraenkel - 11-18-2009
Demystifying the Dollar
James Nesci & Alan D. Segars - 11-17-2009
How to Invest For 2020
Fred S. Fraenkel - 11-10-2009
Runaway Deflation?
Alan D Segars - 11-06-2009
Let the 70's Be Your Guide; the Current Correction
Fred S. Fraenkel - 11-02-2009
Overseas is Over
Fred S. Fraenkel - 10-26-2009
Remember the Resolution
Fred S. Fraenkel - 10-14-2009
The Simple Explanation
Fred S. Fraenkel - 10-12-2009
Same As It Ever Was
Fred S. Fraenkel - 10-05-2009
Spin the Wheel and Place Your Bets
Fred S. Fraenkel - 10-01-2009
$ Dilemma - The Curse of Overweighting the Last Data Point
Fred S. Fraenkel - 9-23-2009
The 9820 Resolution
Fred S. Fraenkel - 9-20-2009
Geithner Spills the Beans
Fred S. Fraenkel - 9-11-2009
The Perils or Rewards That Will Come This Septober
Fred S. Fraenkel - 9-10-2009
When Will We Have Inflation?
Fred S. Fraenkel - 9-08-2009
How Do I Make My Money Back?
Fred S. Fraenkel - 8-31-2009
Stock Market Math on the Back of an Envelope
Fred S. Fraenkel - 8-24-2009
The Experts are Missing a Ride on the First Class Passenger Car
Fred S. Fraenkel - 8-11-2009
What Do You Do With A Drunken Sailor?
Fred S. Fraenkel - 8-10-2009
And Now for the Encore
Fred S. Fraenkel - 8-03-2009
The Opportunity of EMERGED Market Volatility
Fred S. Fraenkel - 7-30-2009
The Anti-Obama Rally
Fred S. Fraenkel - 7-23-2009
Surprise
Fred S. Fraenkel - 7-21-2009
Getting Sick Over Healthcare
Fred S. Fraenkel - 7-20-2009
Why Do You Like China So Much?
Fred S. Fraenkel - 7-16-2009
Much Ado About Nothing
Fred S. Fraenkel - 7-14-2009
Employment and the Stock Market, According to Yogi Berra
Fred S. Fraenkel - 7-06-2009
Witch Hunters and Witches
Fred S. Fraenkel - 6-25-2009
The Real World
Fred S. Fraenkel - 6-22-2009
The First Class Passenger Car
Fred S. Fraenkel - 6-16-2009
Black Swans and Black Holes
Fred S. Fraenkel - 6-11-2009
Random Thoughts – Pops, Vigilantes, and the New Sheriff
Fred S. Fraenkel - 6-09-2009
World Shout-Out To the “Did You Know” Crew
Fred S. Fraenkel - 6-08-2009
Interest Rates Won’t Go Straight Up ---- Not Yet
Fred S. Fraenkel - 6-01-2009
Bond Vigilantes Vote Too!
Fred S. Fraenkel - 5-28-2009
Shoots, Weeds, and Double Barreled Bond Hunters
Fred S. Fraenkel - 5-26-2009
China and Me -- The G2
Fred S. Fraenkel - 5-20-2009
Brown Shoots are Just What We Need
Fred S. Fraenkel - 5-14-2009
The Fundamental Question
Fred S. Fraenkel - 5-11-2009
Jobs In A Second Derivative World
Fred S. Fraenkel - 5-08-2009
Three Points About Stress Tests
Fred S. Fraenkel - 5-06-2009
It’s Not The Recession, Stupid!
Fred S. Fraenkel - 5-04-2009
The Midnight Ride
Fred S. Fraenkel - 5-01-2009
Dr. Fraenkel: Or How I Learned To Stop Worrying and Love Inflation
Fred S. Fraenkel - 4-28-2009
Does Swine Flu Offer Protectionists Cover?
Fred S. Fraenkel - 4-27-2009
Just When You Think It's Safe To Get Back In The Water
Fred S. Fraenkel - 4-22-2009
Half Full or Half Empty?
Fred S. Fraenkel - 4-20-2009
From One Super Cycle to the Next
Fred S. Fraenkel - 4-15-2009
Melt UP, Melt DOWN or THAW?
Fred S. Fraenkel - 4-06-2009
What If You Held an Auction and No One Came?
Fred S. Fraenkel - 4-02-2009
Where Have You Gone Howard Beale?
Fred S. Fraenkel - 3-23-2009
Bill of Attainder Nation?
Fred S. Fraenkel - 3-17-2009
The Little Rally That Could
Fred S. Fraenkel - 3-16-2009
Perspective From A Wise Old Owl
Fred S. Fraenkel - 3-12-2009
To Compromise or Not to Compromise—The Market Key
Fred S. Fraenkel - 3-11-2009
Letter To Adam
Fred S. Fraenkel - 3-09-2009
STATE DIRECTED CAPITALISM - UNTHINKABLE OR INEVITABLE?
Fred S. Fraenkel - 3-06-2009
GEE, G.E.
Fred S. Fraenkel - 3-05-2009
Hubris
Fred S. Fraenkel - 3-04-2009
Dr. Obama- Please Treat The Disease, Not the Symptoms
Fred S. Fraenkel - 3-02-2009
Post Apocalyptic Walk
Fred S. Fraenkel - 2-24-2009
Some Things Better Left Unsaid
Fred S. Fraenkel - 2-23-2009
The Great Incrementalist
Fred S. Fraenkel - 2-20-2009
The Most Important News Story of the Week
Fred S. Fraenkel - 2-10-2009
P.S.
Fred S. Fraenkel - 2-06-2009
Daily Chemistry
Fred S. Fraenkel - 2-05-2009
Keep Your Fingers Crossed for the White Knights
Fred S. Fraenkel - 2-03-2009
Too Much Package, Not Enough Stimulus
Fred S. Fraenkel - 1-30-2009
Obama Nation
Fred S. Fraenkel - 1-20-2009
Auld Lang Syne- A View From 2012
Fred S. Fraenkel - 1-09-2009