Section
QE
208 posts
Is Inflation Headed Higher in 2014?
by Capital Spectator Inflation in the US has been drifting lower for more than a year, a trend…
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...
What Matters More: Earnings or the Fed?
by Cullen Roche, Pragmatic Capitalism There are two camps in the world when it comes to thinking about…
"Liquidity Is About To Be Sacrificed At The Altar Of Ignorance & Fear"
Another perspective on the Volcker Rule via Colin Burgess of Sterling, authoried by Anthony Peters of SwissInvest Mario's…
Lance Roberts: Is the Deficit Reduction Just a Mirage?
by Lance Roberts of STA Wealth Management, There has been quite a bit of discussion lately over the…
Russ Koesterich: The Most Likely Taper Timing
by Russ Koesterich, Portfolio Manager, Blackrock Investment Economic news was generally positive last week, with the highlight being…
Liz Ann Sonders: "Gimme Three Steps ⌠on the Path of Deleveraging"
December 2, 2013 by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc.…
The Wisdom of Looking Like an Idiot Today
Now is the time to act with the courage of our convictions by Adam Taggart, Peak Prosperity IF…
Jeffrey Saut: "Running Out of Time"
by Jeffrey Saut, Chief Investment Strategist, Raymond James Well, so far the Federal Reserve is winning out over…
Things That Make You Go Hmmm... Like Japan's "Economics Of The Hopeless"
by Grant Williams, Things That Make You Go Hmmm... The definition of the term Hail Mary as it…
BofAML's Top 10 Emerging Market Risks In 2014
Via BofAML 1. Downside risk from US inflation This is probably the most important risk the market is…
Default, Deflation, and Financial Repression
by R. C. Whalen Back in March 2011, author Carmen Reinhart wrote a comment in Bloomberg describing the…
Scott Minerd: Passing The Wall of Worry
November 26 2013 As this bull market climbs its âwall of worry,â we can see its underlying strength.…
There Might Not Even Be an Exit
by Cullen Roche, Pragmatic Capitalism Paul Krugman had a good piece in yesterdayâs blog about the potential for a Fed…
Greenspan Still Doesn't Get It
by Tomas Salamanca via the Ludwig von Mises Institute of Canada, Until recently, Alan Greenspanâs main argument to…
Scott Minerd: The Fed and The Economy - "Donât Shoot Until You See the Whites of Their Eyes"
The Fed and The Economy - "Donât Shoot Until You See the Whites of Their Eyes" by Scott…
