“Nobody expects that there will be a solution” said Wolfgang Shauble, Germany’s finance minister/senior Eurozone policy maker, in reference to a meeting next week with the Greeks. “We never had an advanced economy actually asking for that kind of thing, delayed payment” said International Monetary Fund’s managing director Christine Lagarde on Thursday in reference to Greece’s obligations. […]

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While rough weather, a spiking U.S. dollar and port closures no doubt did a number on first quarter GDP, not to mention corporate earnings, I strongly suspect that nicer weather, port reopenings and lower energy prices will result in quite the rebound in the second quarter and beyond. This week’s economic releases were, on balance, […]

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Current Themes: The Fed: Barring a surprise, and persistent, deterioration in the macro economic data—beyond what looks to be a weak first quarter—the Fed has signaled that this will be the year they start “normalizing” interest rates. As I’ve shared with you, and charted, it’s my view that—contrary to what many of the pundits seem […]

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Note: With regard to market timing, where I say “I’ve been doing it for 30 years”, I’m referring to counseling investors, not market timing. Click the play button for today’s commentary:

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