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Hope all goes well. Strolled through the Four Seasons. To their four-sided bar. Expecting a riotous frat party. You see, Bernanke had just announced open-ended QE. Stocks surged to new highs. CNBC was going wild. And no place loves a bull market like NY. I ordered a VT. The joint was empty. Yeah, it’s been that kind of rally. No one’s celebrating. Most everyone’s been short. Covering into the Fed meeting. Cutting and

Hope all goes well. Summer’s over. Back to school. What a busy term this oughta be. I’m kicking it off tomorrow with a trip to NY. Yeah, the Big Apple is as good a teacher as you’ll ever hope to find. Then London. Scotland. Switzerland. Canada. Chicago. No recess. Theme: Shhh… Quiet… Listen… “Bleep…Bleep…Bleep.” Oh, that’s it: Voyager 1 — miracle of Mankind’s imagination, launched Sept 5, 1977. It’s final

Hope all goes well. Screw him. Seriously. I was feeling quite pleased with myself, until Harry went wild on the strip, making my vacation seem, well, rather boring, common. Of course, it’s not his fault. Really. That’s what Princes do. Have always done. Will always do. Oh, just imagine Henry VIII in Vegas… Anyhow, I’m back in my seat. At the tables. Doing what I do. And truth be told, I got a great f’in life. Wild in

See you Sept 2nd with full wknd notes. Week-in-Review: Mon: Russia ret sales 18m low, German fin min denies rumors ECB to cap peripheral yields, S&P flat; Tue: China injects 220B CNY to easy money mkts, HK CPI 24m low, smooth Spanish bill auction, S&P -0.3%; Wed: Dovish FOMC mins foreshadow QE3 (USD drops), Norway unemp 3%, Brazil infl as exp, Canada ret sales soft, S&P flat; Thur: China HSBC flash PMI so

See you Sept 2nd with full wknd notes. Week-in-Review: Mon: Japan GDP slips, Mex IP stable, VIX 5yr low, new lawsuit filed against ESM in German court, S&P -0.1%; Tue: Sweden IP 5m high, Germ ZEW 8m low, EU GDP continues drift lower, EU IP stable, UK CPI 2.6%, US NFIB 9m low, retail sales solid, S&P unch; Wed: Turkey unemp new lows – 8.2%, Greece seeks 2yr austerity extension, BoE mins tad hawkish, UK emp sol

See you again with full wknd notes on Sept 2nd. Week-in-Review: Mon: Curiosity on Mars, S&P + 0.3%;  Tue: RBA unch’d (exp), Hungary IP, Italy IP and German Factory orders (-) surprise, Canada PMI and UK IP (+) surprise, S&P 0.5%;  Wed: German IP, India IP, China IP and Japan machine orders disappoint, Aussie jobs stronger (14k vs 10k exp), Greece outlook neg (S&P), NZ’s Key says scope to lower

See you Sept 2nd with full wknd notes. Week-in-Review: Mon: Japan IP 6m low, Sweden GDP solid, Spain CPI 7m high (2Q GDP -0.4%), EU cons conf 35m low, Brazil infl pops, S&P -0.1%; Tue: S.Korea IP soft, Japan PMI 15m low, Taiwan 2Q GDP negative, Italy unemp 10.8%, Germ unemp stable,  EU unemp 11.2%, US savings rate bounces, US C/S home-price fall slowing, Chicago PMI 53.7, cons conf solid, S&P -0.4%; Wed: Auss

Hope all goes well. Mara despises cowardly villains. So within hours of the massacre, she whisked me off, to The Dark Night Rises. Brilliant flick. Fusing the obscene, the real, into something surreal. Which perfectly captures our time. Just look at our tabloids, we now got our very own Joker, orange hair, a wild-eyed grimace. Politics/economics are equally surreal. So where’s Batman? Don’t be fooled, Bernanke simply

Hope all goes well. Dallas was hot. Conference was cool. Yeah, UBS puts on a good show. You know, figured I’d find a steer or two in Texas. You see, those boys been making serious frackin’ money. And if there’s one breed unafraid to take risk, leverage up gains, put it all on the line, well, it’s the Texan wildcat. But alas, their pastures are barren. Parched. And my take is it’ll take one helluva big bear, or the ar

Hope all goes well. And that your Summer ain’t too relaxing. Mine certainly isn’t. You see, I’ve long since ceded control to two women. Who own me. Ida packed my week with curious adults, who flew in, from all over the world. Mara packed my weekend with curious kids, 8 in all, sleeping over, who insist no game is possible unless I’m playing. And of course, mkts remain relentless. So I worked late into the