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  • Credit Markets Not Too Worried [View article]
    These guys never seem to provide any analysis. Just a chart.
    Aug 28, 2013. 06:38 PM | 1 Like Like |Link to Comment
  • The Budget Deficit Is Still A Huge Problem [View article]
    Hi Jake,

    Do you think the reason we are not seeing high inflation, despite the fact M2 is rising so high is due to the velocity of money. A quick BB grab shows it at historical lows (back to 1960).

    The money that is being created is not making it into the economy and until this changes the inflationary pressures will be muted.
    Aug 8, 2013. 06:46 PM | Likes Like |Link to Comment
  • Japanese Hyperinflation? Don't Bet On It [View article]
    I dont think this is completely relavent. Japan has done QE in the past and did not see this.
    Printing the money itself does not lead to inflation (look at the US), it is the creation of credit that will lead to inflation. Given the ageing population structure I dont see where a large demand for credit would come from.
    Jul 29, 2013. 05:54 PM | Likes Like |Link to Comment
  • Investors Beware: There Is Something Called Interest Rate Risk [View article]
    A 1% drop in interest rates would lead to a gain on your bond portfolio. Due to their inverse nature between price and yield.

    This is exactly what the author is talking about, people just seem to be confused on bonds.
    Jul 24, 2013. 01:58 AM | Likes Like |Link to Comment
  • How To Remain Bearish On Gold [View article]
    I think there is more than the US to be concerned about when we think of a fear trade. The European problems have in no way been solved and cracks may be appearing in China.

    I cant profess to be an expert on what drives gold (inflation seems silly given PCE deflator), but given that we have seen alot of stability over the past 6 months I wouldn't be surprised if a risk event reared its head.
    Jun 28, 2013. 01:56 AM | 1 Like Like |Link to Comment
  • Credit Spreads Are Moderately Attractive [View article]
    Do you think that there is an additional risk from tapering QE. Where we could see credit spreads widen as well as treasury yields. In which case it could be likely that the spread does not adequately compensate for risk?

    We could be reaching a point where correlation between asset classes break down.
    May 27, 2013. 05:01 AM | 1 Like Like |Link to Comment
  • Fed: Stocks Have Never Been Cheaper ... So What? [View article]
    There was a similar interesting article (not discrediting your good work here) a few weeks ago.

    The equity premium looks high because interest rates are low. Interest rates being held down by QE. What could go wrong with that logic for risk premium.
    May 16, 2013. 12:20 AM | Likes Like |Link to Comment
  • July 2011 Was A Good Time To Buy Italy's Debt: The Euro Prevails, Get Used To It [View article]
    No mention of the sluggish PMI, Industrial production, unemployment rate or declining sentiment.

    I dont think this European mess can be considered positive yet.
    May 7, 2013. 08:32 PM | Likes Like |Link to Comment