Section
Monetary Policy
1010 posts
The Wisdom of Looking Like an Idiot Today
Now is the time to act with the courage of our convictions by Adam Taggart, Peak Prosperity IF…
Things That Make You Go Hmmm... Like Japan's "Economics Of The Hopeless"
by Grant Williams, Things That Make You Go Hmmm... The definition of the term Hail Mary as it…
BofAML's Top 10 Emerging Market Risks In 2014
Via BofAML 1. Downside risk from US inflation This is probably the most important risk the market is…
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 âwall of worry,â 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 yesterdayâs blog 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 Greenspanâs main argument to…
Scott Minerd: The Fed and The Economy - "Donât Shoot Until You See the Whites of Their Eyes"
The Fed and The Economy - "Donât 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…
Is Europe Making a Comeback?
A move by the European Central Bank to cut interest rates to a record low of 0.25% has…
The Big Lie: Lunch (and Debt) Are Free
Submitted by Charles Hugh-Smith of OfTwoMinds blog, Actions create consequences, and not necessarily the consequences that were planned…