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.
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.
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.
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..
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.
Wall Street Breakfast: Must-Know News [View article]
Delta Air Lines: Ready For Unexpected Turbulence? [View article]
Is A QE Exit Really Scary? [View article]
http://bit.ly/10IJx15
Wall Street Breakfast: Must-Know News [View article]
Treasury Yields Rising Makes Mockery Of QE Exit Talk [View article]
Wall Street Breakfast: Must-Know News [View article]
We should always endeavor to eschew obfuscation, lol.
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
Bernanke The Washington Super-Whale, Hedge Fundies And The Widowmaker [View article]
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.
Rumored WSJ Piece 'Fed Maps Exit From Stimulus' No Joke After All [View article]
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..
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...
Bernanke The Washington Super-Whale, Hedge Fundies And The Widowmaker [View article]
Sorry if it's a bit too obtuse. Its a play on words found in another Herman Melville work, "The Confidence Man" (Ch45)
Bernanke The Washington Super-Whale, Hedge Fundies And The Widowmaker [View article]
Rumored WSJ Piece 'Fed Maps Exit From Stimulus' No Joke After All [View article]
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!
6 Important Reasons Why Bond Yields Are Set To Stay Low For Some Time Yet [View article]
You have presented your case very well. The GDP Growth Diagram really highlights your Conclusion. Thanks for the effort, much appreciated.
Why Reinhart And Rogoff Aren't The Real Villains: Scoring Last Week's Internet Debate [View article]