David Gitlitz

No Restrictions
Thursday, March 2, 2006
David Gitlitz
It's good that there's nothing restrictive about a 5% funds rate -- because the Fed is going even higher.
Savings vs. Wealth
Wednesday, February 22, 2006
David Gitlitz
Savings, in decline for two decades, is a sign of risk aversion. Wealth, at all time highs, is a sign of growth.
On Bernanke's Testimony
Wednesday, February 15, 2006
David Gitlitz
Return of the Long Bond
Friday, February 10, 2006
David Gitlitz
The 30-year gives bond investors a new way to mis-play the inverted yield curve.
On the January Jobs Report
Friday, February 3, 2006
David Gitlitz
On the FOMC Meeting
Tuesday, January 31, 2006
David Gitlitz
Arrivederci, Maestro
Tuesday, January 24, 2006
David Gitlitz
Greenspan's successors will have to live with a legacy of inflationary risk.
Thursday, January 19, 2006
David Gitlitz
The pessimists have been wrong all along, and they're still wrong.
Grasping At Straws
Thursday, January 12, 2006
David Gitlitz
The rationales coming from the inflation doves don't hold up.
False Positive
Tuesday, January 3, 2006
David Gitlitz
Inverted yield curves don't cause recessions -- and this one isn't signaling one, either.