Section
QE
208 posts
Real Yields are Falling – Why is Gold Dropping?
Gold weakness is inconsistent with loose monetary conditions in the US Gold has been selling off sharply recently.…
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...
Here Comes QE In Financial Drag: Draghi's New ABCP Monetization Ploy
by David Stockman via Contra Corner blog, You can smell this one coming a mile away: The European…
We Shouldn't Be Shocked By This New Proposal... But We Are
by Simon Black of Sovereign Man blog, Prof. Ken Rogoff’s book ‘This Time is Different: Eight Centuries of…
Higher Rates on the Horizon? Three Implications
Investors were temporarily taken aback last week by the prospect of an earlier-than-expected rate hike. While it’s not…
Inflation Does Not Produce Economic Growth
by Frank Shostak via the Ludwig von Mises Institute, After settling at 3.9 percent in July 2011 the…
David Stockman: The Folly of Free Money
Submitted by David Stockman via Contra Corner blog, The Fed and the other major central banks have been…
Scott Minerd: "Bad News is Good News Again"
Bad News is Good News Again by Scott Minerd, Chief Investment Strategist, Guggenheim Partners LLC February 12, 2014…
James Paulsen: Investment Outlook (February 12, 2014)
Is monetary policy still supportive for the stock market? by James Paulsen, Chief Investment Strategist, Wells Capital Management…
Five Reasons the ECB will Have to Ease Again
by SoberLook.com It may be something symbolic such as a small rate cut or possibly a more substantial…
Peter Tchir: Is QE a Victimless Crime?
by Peter Tchir of TF Market Advisors, QE a Victimless Crime? If that title can’t make you want…
Rising Interest Rates Can Be Good For Stocks
by David Templeton, Horan Capital Advisors In December the Federal Reserve indicated they would begin reducing their bond…
Where is the Inflation Today?
by Hunter Lewis via The Circle Bastiat Mises Economics blog, People often ask today: if the Fed has…
Russ Koesterich: A Better Economy May Not Necessarily Be Better For Stocks
Russ K explains why an improving economy doesn’t necessarily mean another stellar year for U.S. equities. by Russ…
George Soros: The World Economy’s Shifting Challenges
by George Soros, originally posted at Project Syndicate, As 2013 comes to a close, efforts to revive growth…
Bernanke’s Santa Claus Cheer
by Scott Minerd, CIO, Guggenheim Partners LLC December 23 2013 What will Santa bring for Christmas … does…
