Section
Monetary Policy
1063 posts
A Modest Proposal
by Simon Black via Sovereign Man blog, Decades ago, John Maynard Keynes famously wrote in his novel The…
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...
Three Things I Think I Think
by Cullen Roche, Pragmatic Capitalism Some random thoughts here on a slow news day: The Merrill Lynch…
Eric Sprott: Investment Outlook (July 17, 2013)
Do Western Central Banks Have Any Gold Left??? Part III by Eric Sprott, and Etienne Bordeleau, Sprott Asset…
What Is A "Liquidity Trap" And Why Is Bernanke Caught In It?
Submitted by Lance Roberts of Street Talk Live blog, I have spoken, and written, much lately about the…
Commodities Likely to Trend Lower as USD, U.S. Equities Strengthen
For this weeks edition of the SIA Equity Leaders Weekly, we will be taking a look at the…
Market Madness
Originally posted at Monty Pelerin's World blog, Itās summer. Markets are supposed to be in the doldrums. But,…
James Paulsen: Investment Outlook (July 9, 2013)
A Couple Conundrums by James Paulsen, Chief Investment Strategist, Wells Capital Management In recent decades, the financial community…
For Abenomics, the Hard Part Is Still to Come
by Guy Bruten, AllianceBernstein Prime Minister Shinzo Abeās āAbenomicsā program, designed to revive Japanās economy, was a big…
Ken Rogoff: "Policymakers Should Be Cautious Seeing Gold's Drop As A Vote Of Confidence"
Authored by Kenneth Rogoff, originally posted at Project Syndicate, In principle, holding gold is a form of insurance…
A Bubble So Big We Can't Even See It
Authored by Steve Keen via Real-World Economics Review, Before the current turmoil began, Federal Reserve Chairman Ben Bernanke's…
A Roadmap for Rates
A Roadmap for Rates July 02 2013 Uncertainty over the Federal Reserveās timeline for tapering quantitative easing has…
The Economy and Bond Market Radar (July 1, 2013)
The Economy and Bond Market Radar (July 1, 2013) After a dramatic sell-off in the bond markets last…
Eric Sprott: Investment Outlook (June 2013)
Have we lost control yet? Eric Sprott and Etienne Bordeleau, Sprott Asset Management Recent comments by the Federal…
Guest Post: Why the Status Quo is Doomed
Submitted by Charles Hugh-Smith of OfTwoMinds blog, The wheels have come off the endless growth via expanding debt…
Albert Edwards: "Marc Faber Is Right. QE99 Here We Come"
The bloodbath in the bond markets has led some 'greatly rotating' commentators to see this as the end…