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  • Positive Wal-Mart Earnings Offset Fed Drag

    Positive Wal-Mart Earnings Offset Fed Drag
    The major indexes are on track for a modestly negative open this morning, with Fed centric uncertainty coming back to the fore following Wednesday's minutes of the last FOMC meeting. Partly offsetting the Fed drag is the positive Wal
    Read more

  • Retailing in America: Valley Girl (Interrupted)

    Retailing in America: Valley Girl (Interrupted)
    Ah, the 80s. It’s safe to say many Generation X-ers have certain movies inexorably etched in their minds. 1983’s Valley Girl, featuring an as-yet-to-be-discovered Nicholas Cage as ‘Randy’ is surely one of them. While there is little doubt Director Martha Coolidge found inspiration in Shakespeare’s Romeo & Juliet,
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  • FOMC Minutes Extend Dollar Gains

    FOMC Minutes Extend Dollar Gains
    We felt strongly that the FOMC minutes would be more hawkish than the statement that followed the meeting, and we were not disappointed.  However, our caveat remains:  the minutes dilute the signal that emanates from the Fed's leadership, Yellen, Fischer, and Dudley.  The latter two speak in the NY morning. 
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