Yogidad

Blowing Bubbles (Part I)

It is universally agreed that this is unchartered territory. So drawing conclusions from past events requires more thought than is presented here. I find it flawed whenever someone merely points to an ideaological standpoint as their basis for a conclusion - "outdated . . . Keynesian" I can't say what is meant by that. Everyone already knows that it's going to be touch and go (even if they don't admit it). So what are you offering here?

The Fed's Bubble Trouble

I want to know whether you are actually shorting US treasuries somehow or other in the market?