Long-term interest rates staying in new range after surprise drop
Bond investors are not idiots, so stick with the simplest answer
Flattening of housing sector just one drag on the recovery
Rising home prices and mortgage rates are not the culprit
When the Fed tightens, mortgage rates will climb
Relax the overreaction to the credit bubble
There's only one domino separating Russia and NATO
When economy is in transition, take it slow unless transparently behind the curve
Unemployment, down payment requirements keeping pent-up homebuyer demand in check
Optimists cling to hopes that consumers have deleveraged and are borrowing again
Any near-term economic surprise is likely to come from overseas
If European Central Bank embarks on QE, expect US interest rates and stocks to skyrocket
Stock market sell-off was overdue, and bond rally is knocking rates down
If the Fed's 'quantitative easing' was good for the economy, its absence is not
Underwriting is not rocket science -- we had it right for 55 years