Section
Monetary Policy
1010 posts
Are We In Global Bubble Territory? Not Yet
While U.S. stocks are no longer cheap, most valuation metrics refute the notion that global equities are in…
Jim Rogers: "This is Absolute Insanity"
"It's not just the Fed, it's central banking," Jim Rogers exclaims to Reuters in this brief clip, "this…
Lance Roberts: The Market in Pictures
by Lance Roberts of STA Wealth Management, I recently posted a piece entitled "The Economy In Pictures" wherein…
Paranormal Markets: Whatâs Bad for the Economy Is Good for Stocks?
Negative economic news has been causing increases in stock prices. Jeff explains how uncertainty over Fed policy is…
David Rosenberg: Seismic Investment Shift
Financial Thought Leader David Rosenberg is predicting a generational investment shift. The influential Chief Economist and Strategist at…
Scott Minerd: Investment Outlook (November 6, 2013)
Macro View: Party Like it's 1999 November 06 2013 There remains significant upside for risk assets, but in…
Is Bad the New Good?
by Jamie Hyndman, Mawer Investment Management Remember the first time you heard that red wine and dark chocolate…
Robert Shiller: "Is Economics a Science?"
by Robert J. Shiller, originally posted at Project Syndicate, I am one of the winners of this yearâs…
Gold Market Radar (November 4, 2013)
Gold Market Radar (November 4, 2013) For the week, spot gold closed at $1,316.20, down $34.6 per ounce,…
A Trading Opportunity in Bonds
by Humble Student of the Markets What a non-surprise from the Fed! As I awaited the FOMC announcement,…
The Nikkei is at an Interesting Juncture
by Charts Etc. The Nikkei is setting up to resume its rise. The weekly chart below says it…
William Smead: The Thermometer of the Stock Market
by William Smead, Smead Capital Management As long-duration owners of common stock, we believe it is the wealth…
John Taylor: Why Economic Failure Causes Political Polarization
Authored by John Taylor, originally posted at WSJ.com, It is a common view that the shutdown, the debt-limit debacle…
Did The Fed Kill The Long Term Investor?
by Lance Roberts of STA Wealth Management, Gone are the days where people looked towards next year when…
James Kunstler: Two Forces and Three Bears
by James H. Kunstler of Kunstler.com, In these climax years of industrial technocratic society, two opposing forces shape…