Section
Monetary Policy
1144 posts
Equity Market Sentiment is Reaching Extremes
by The Short Side of Long Weekend Sentiment Summary (July Week 4) Equities Sorry for a bit of…
Prepare, Donāt 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 wonāt come down anytime soon, and the growing correlation between stocks and bonds...
Liz Ann Sonders: Driftingā¦but for How Long?
July 26, 2013 by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc.…
The Economy and Bond Market Radar (July 29, 2013)
The Economy and Bond Market (July 29, 2013) The treasury market sold off modestly this week as yields…
Things That Make You Go Hmmm... Like Fedspeak
Lately, Fedspeak has plummeted to new depths of indecipherability as frantic Fed governors, terrified by the extent of…
Obama's Economic Report Card
via Zerohedge.com As the President prepares to address Congress (and the nation) with his next new new 'better…
Hoisington: "The Secular Low In Bond Yields Has Yet To Be Recorded"
by Lacy Hunt and Van Hoisington via Hoisington Investment Management, Lower Long Term Rates The secular low in…
A Modest Proposal
by Simon Black via Sovereign Man blog, Decades ago, John Maynard Keynes famously wrote in his novel The…
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…
