Friends Bonds continued to sell off today, but stocks reversed course and the market averages enjoyed a nice rally. The ADP private payroll number was weaker than expected, but I'm not sure that factored into today's move. One might have thought the ADP miss would...

Friends Today's story was simple - strength in the dollar caused weakness in stocks, bonds and commodities. In terms of stocks, climbing interest rates produced a selloff in the shares that yield hungry investors had been chasing for quite some time now. By the close...

Friends And we're off. Here we go into the final quarter of the year. First up we have a busy week of economic reports which culminates with Friday's jobs report. But before that, today we got a much better than expected ISM manufacturing number, and on Wednesday we...