Lincoln Anderson

For five years I worked at the [Commerce Department] and did econometric modeling, and you could never get these numbers read more

For five years I worked at the [Commerce Department] and did econometric modeling, and you could never get these numbers to load into consumption numbers. They're not leading indicators or coincident indicators. They don't tell you a lot.

There's not a big inflation problem. Under those circumstances, you get a benign yield-curve inversion.

There's not a big inflation problem. Under those circumstances, you get a benign yield-curve inversion.

People are still very concerned about Katrina itself and also about the gasoline and other refined products increases.

People are still very concerned about Katrina itself and also about the gasoline and other refined products increases.

That makes it definitely worth watching how bonds are trading. When there are problems at a company, the institutional bond read more

That makes it definitely worth watching how bonds are trading. When there are problems at a company, the institutional bond investors tend to figure it out before the rest of the retail market and dump their bonds.

I look at that as really good news for the market; you want something right in the sweet spot. We're read more

I look at that as really good news for the market; you want something right in the sweet spot. We're just in a nice, smooth acceleration, and now people are starting to think that's likely to be sustained.