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