The much anticipated employment report came out Friday with a flurry of numbers and revisions. It took a while before the markets figured out that the report was solid, without the usual ugly “yes, but” comments that typically go along with each monthly release.

After last week's data and the recent market run, I sense that it might be time for a deep breath.

Maybe it is just a sign of age or the fact that I try to listen to the economic ramblings of the Federal Reserve, but I’m getting confused.

There have been a lot of articles dealing with use of corporate free cash flow lately

I appreciate Steve Randy Waldman, who writes the excellent blog Interfluidity.