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Economic Analyst

Economic Analyst
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  • Wall Street Breakfast: Must-Know News [View article]
    Blue Okie - When looked at through the lens of Behavioral Economics, one can see that there is lots of leverage to be had via the fear and greed buttons, much more than could ever be hoped to be paid for in cash.
    May 19 11:03 PM | Likes Like |Link to Comment
  • Delta Air Lines: Ready For Unexpected Turbulence? [View article]
    A recent JP Morgan analysis states that Transports, Semiconductors, and sharpening yield curve between the 10 and 30 Year Treasuries typically lead a recovery.
    May 17 01:55 PM | Likes Like |Link to Comment
  • Is A QE Exit Really Scary? [View article]
    MW23 - In the spirit of Chief Seattle, the significance is not in "who owns the Fed" but in what the Fed owns.

    http://bit.ly/10IJx15
    May 16 05:28 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Don't know Ben. US grew 1.8%. What was United State's growth in Yen?
    May 16 03:29 PM | Likes Like |Link to Comment
  • Treasury Yields Rising Makes Mockery Of QE Exit Talk [View article]
    VND/SDD pair steady. Still time to roll over into GLD.
    May 16 02:57 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    "The deliberate abuse of language for the purpose of obfuscating.."

    We should always endeavor to eschew obfuscation, lol.
    May 13 08:37 AM | Likes Like |Link to Comment
  • Bernanke The Washington Super-Whale, Hedge Fundies And The Widowmaker [View article]

    RE Limits to Monetary Policy

    Conclusion :

    The right answer is increased demand.

    Two strikes out of three so far is not a good score.

    http://bit.ly/18Efb6q
    May 12 06:14 PM | Likes Like |Link to Comment
  • Bernanke The Washington Super-Whale, Hedge Fundies And The Widowmaker [View article]
    "Is it right, though, to pin monetary policy entirely on Bernanke?"

    Probably not, though that is his organizations charter, along with the FOMC et al.

    What is not justified however is the single minded efforts of demagogues to make him the tar baby while those responsible for effective Fiscal Policy, blinded by their own rhetoric are unwilling or unable to deliver the bacon in any sort of competent fashion.
    May 12 05:01 PM | 5 Likes Like |Link to Comment
  • Rumored WSJ Piece 'Fed Maps Exit From Stimulus' No Joke After All [View article]
    "The Fed was surprised by the massive BOJ easing..."

    Hardly so. If you check the record, you will find that Bernanke has actively campaigned for exactly such a program which is anticipated to provide benefit to all players.

    Monetary flow whether as a result of Bond purchases internally or externally is expected to provide the same levels of liquidity, albeit creation of entirely different sets of cross currents.

    Stay tuned for further developments as the ongoing shifts in currency differentials are systematically arbitraged realtime over the next weeks and months..
    May 12 04:20 PM | Likes Like |Link to Comment
  • Bernanke The Washington Super-Whale, Hedge Fundies And The Widowmaker [View article]

    PS RE Melville Theme :This explains it all.

    http://www.columbia.edu~lnp3/mydocs/culture/c...
    May 12 02:09 PM | Likes Like |Link to Comment
  • Bernanke The Washington Super-Whale, Hedge Fundies And The Widowmaker [View article]
    Boomer-

    Sorry if it's a bit too obtuse. Its a play on words found in another Herman Melville work, "The Confidence Man" (Ch45)
    May 12 01:09 PM | Likes Like |Link to Comment
  • Bernanke The Washington Super-Whale, Hedge Fundies And The Widowmaker [View article]
    Thanks for the reminder of the apocryphal nature which sometimes dominate our thinking out here. Its being so too often escapes us. Fact is, when all is bound up together, it's sometimes confusing.
    May 12 10:05 AM | Likes Like |Link to Comment
  • Rumored WSJ Piece 'Fed Maps Exit From Stimulus' No Joke After All [View article]
    So, the big news is that the Fed has a plan to reduce stimulus!?

    Meanwhile, UK, Germany, and now Australia have all reduced their rates, while Abenomics is beginning to get traction. Who did I miss?

    The search for higher yields continues as funds increasingly flow to the safest haven making Bernanke's job even easier. Look ma, no hands!
    May 11 01:01 PM | 3 Likes Like |Link to Comment
  • 6 Important Reasons Why Bond Yields Are Set To Stay Low For Some Time Yet [View article]
    Matthew -

    You have presented your case very well. The GDP Growth Diagram really highlights your Conclusion. Thanks for the effort, much appreciated.
    May 6 09:45 PM | Likes Like |Link to Comment
  • Why Reinhart And Rogoff Aren't The Real Villains: Scoring Last Week's Internet Debate [View article]
    That was a nice series. Welcome back.
    Apr 30 08:10 PM | Likes Like |Link to Comment
COMMENTS STATS
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