Section
Interest Rates
977 posts
A Commodity Story
by Market Anthropology On a relative performance basis we continue to find a discretely transitioning market environment, led…
Higher Rates on the Horizon? Three Implications
Investors were temporarily taken aback last week by the prospect of an earlier-than-expected rate hike. While it’s not…
Inflation Does Not Produce Economic Growth
by Frank Shostak via the Ludwig von Mises Institute, After settling at 3.9 percent in July 2011 the…
Scott Minerd: "Bad News is Good News Again"
Bad News is Good News Again by Scott Minerd, Chief Investment Strategist, Guggenheim Partners LLC February 12, 2014…
Technical Weekly: 30-Yr Yields and a Risk-Off Pairing Example
by SIACharts.com In this week's edition of the SIA Equity Leaders Weekly, we are going to take a…
Russ Koesterich: A Better Economy May Not Necessarily Be Better For Stocks
Russ K explains why an improving economy doesn’t necessarily mean another stellar year for U.S. equities. by Russ…
Bernanke’s Santa Claus Cheer
by Scott Minerd, CIO, Guggenheim Partners LLC December 23 2013 What will Santa bring for Christmas … does…
What Matters More: Earnings or the Fed?
by Cullen Roche, Pragmatic Capitalism There are two camps in the world when it comes to thinking about…
The Case for Reflationary Assets
by Market Anthropology A wise and bearded man once said, "Everything in moderation. Nothing in excess." And although he…
"Liquidity Is About To Be Sacrificed At The Altar Of Ignorance & Fear"
Another perspective on the Volcker Rule via Colin Burgess of Sterling, authoried by Anthony Peters of SwissInvest Mario's…
Liz Ann Sonders: "Gimme Three Steps … on the Path of Deleveraging"
December 2, 2013 by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc.…
Jeffrey Saut: "Running Out of Time"
by Jeffrey Saut, Chief Investment Strategist, Raymond James Well, so far the Federal Reserve is winning out over…
Default, Deflation, and Financial Repression
by R. C. Whalen Back in March 2011, author Carmen Reinhart wrote a comment in Bloomberg describing the…
Scott Minerd: Passing The Wall of Worry
November 26 2013 As this bull market climbs its “wall of worry,” we can see its underlying strength.…
There Might Not Even Be an Exit
by Cullen Roche, Pragmatic Capitalism Paul Krugman had a good piece in yesterday’s blog about the potential for a Fed…
