Section
Interest Rates
1030 posts
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…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
The Case for Reflationary Assets
by Market Anthropology A wise and bearded man once said, "Everything in moderation. Nothing in excess."Ā 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 ā¦ 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 āwall of worry,ā we can see its underlying strength.…
There Might Not Even Be an Exit
by Cullen Roche, Pragmatic Capitalism Paul Krugman hadĀ a good piece in yesterdayās blogĀ about the potential for a Fed…
Greenspan Still Doesn't Get It
by Tomas Salamanca via the Ludwig von Mises Institute of Canada, Until recently, Alan Greenspanās main argument to…
Scott Minerd: The Fed and The Economy - "Donāt Shoot Until You See the Whites of Their Eyes"
The Fed and The Economy - "Donāt Shoot Until You See the Whites of Their Eyes" by Scott…
Deflation Is Crushing QE Right Now
by Asia Confidential Investors are focused on the possible tapering of U.S. stimulus and starting to take some…
Jim Rogers: "Own Gold" Because "One Day, Markets Will Stop Playing This Game"
Jim Rogers hope-driven wish is that the politicians were smart enough at some point to say (to the…
Jim Rogers Weighs in on the Cost of Fed Policy, and China's Biggest Problem
Jim Rogers Weighs in on the Cost of Fed Policy, and China's Biggest Problem Nov. 18 (Bloomberg) --…
The Economy and Bond Market Radar (November 18, 2013)
The Economy and Bond Market Radar (November 18, 2013) Treasury bond yields fell by a few basis points…
Citi Warns "Fed Is Kicking The Can Over The Edge Of A Cliff"
It is becoming increasingly obvious that we are seeing the disconnect between financial markets and the real economy…
