Section
QE
209 posts
The Death Knell of the Global Synchronized Trade
by William Smead, Smead Capital Management Dear Fellow Investors, At Smead Capital Management, we believe the interest on…
The Bigger Threat Than a U.S. Government Shutdown
by Russ Koesterich, Portfolio Manager, Blackrock Most headlines today are focusing on the looming possibility of a government…
EM Countries Best Poised to Weather the End of Easy Money
What will happen to emerging market assets when the Fed inevitably begins to wind down its asset purchase…
Is The Market Simply Enjoying A Refreshing Pause?
by David Templeton, Horan Capital Advisors Much seems to be made of the S&P 500 Index's five day…
Guest Post: 10 Reasons The Market Will (Or Won't) Crash
by Lance Roberts of Street Talk Live blog, Douglas McIntyre, of 24/7 Wall Street, recently wrote an article…
The Impact of Tapering on Risky Assets
The U.S. Federal Reserve surprised the markets by announcing its decision to postpone reducing the purchase of Treasury…
Bill Smead: Bernanke’s Temporary Reprieve
by William Smead, Smead Capital Management There is no nice way to state this opinion: the end of…
Is It QE, Dividends Or Buybacks That Determine Market's Future Direction?
by David Templeton, Horan Capital Advisors A couple of charts circulating around the web this past week no…
Fifty Shades of Gold
Fifty Shades of Gold By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors Goldman Sachs created…
Guest Post: The Magnificent Fed
Originally posted at Monty Pelerin's World blog, The Fed’s decision not to taper surprised the financial world. Markets…
The Fed's About Face
The Federal Reserve’s decision not to taper quantitative easing telegraphed a mixed signal to markets about policy guidance…
James Paulsen: Investment Outlook (September 13, 2013)
Where’s the Juice ... for Economic Growth? by James Paulsen, Wells Capital Management Most conventional U.S. policies have…
The Economy and Bond Market Radar (September 16, 2013)
The Economy and Bond Market Radar (September 16, 2013) Treasury yields fell modestly for the week with the…
Get Ready for “Taper Lite”: 3 Signs the Labor Market Isn’t Picking Up
by Russ Koesterich, Portfolio Manager, Blackrock Friday’s nonfarm payroll report was probably the most anticipated economic report in…
As Syria Distracts, Here’s What's Happening While No One Is Looking
From Simon Black, author of Sovereign Man As Syria Distracts, Here’s What's Happening While No One Is Looking…
