Section
Monetary Policy
1148 posts
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…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
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…
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: What’s 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 year’s…
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…
