Section
Monetary Policy
1048 posts
Robert Shiller: "Is Economics a Science?"
by Robert J. Shiller, originally posted at Project Syndicate, I am one of the winners of this year’s…
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...
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…
David Templeton: Multiple Expansion Contributing To Market Returns
by David Templeton, Horan Capital Advisors “We are nicely above the old high, and we’re just getting to…
Steen Jacobsen: Rediscovering The Price Of Money... When Things Can't Get Any Worse
by Steen Jakobsen, CIO Saxo Bank (via Trading Floor.com), I’ve been starting my speeches for some time now…
Scott Minerd: "Risk-on Returns"
October 23 2013 Ultra loose U.S. monetary policy continues pushing asset values higher at home and abroad. Seasonal…
Eric Sprott's Open Letter to The World Gold Council
Authored by Eric Sprott of Sprott Global Resources, Dear World Gold Council Executives; As you very well know,…
How the Shutdown Caused an Information Fog
What happens when the departments that collect and publish economic information stop operating, as they have during the…
The Economy and Bond Market Radar (October 21, 2013)
The Economy and Bond Market Radar (October 21, 2013) Treasury bond yields fell this week as the government…
The Most Dangerous Line Uttered During The Debt Ceiling Debate
by Lance Roberts of STA Wealth Management, Today there is a great sense of relief that has swept…