hi marvin - as much as Janet would like to tip over the punch bowl trying to take the excess froth out of stocks, we should be okay thru q4,,cheers Carol..

I follow you on twitter as well..quite insightful. thanks

I bet the fed doesnt raise rates in 2015 period.

PCLN I am surprised by the weak Q2 guidance..

so if this is a seasonality look at small caps..from what date to what date?

will you allocate differently if the Fed raises in say Sept?

I'd wait if I were them til the bird flu thing is off the front pages..sounds like they're going after the Popeye crowd. good read..thanks

no surprise Munger Buffet and Gates all took the Repub stance on min wage..

great article....we will never know how truly awful the labor is. Perhaps that's for the best.

so what you're saying is (rather fatalistically I might add) is that we are very likely enroute to a recession or a continuation of a weak economy and the Fed is even going to tap the brakes because, hell, it could make things worse?