Albert Edwards accuses Fed of inequality cover up, Katrina Bishop, CNBC How Chris Christie Split the Labor Movement in New Jersey, Steve Malanga, The Wall Street Journal Active Stock ETFs Move Closer to Market After Long Delay, Condon and Weiss, Bloomberg How Many Fools Does It Take to Make a Bubble?, Jason Zweig, The Wall Street Journal … [Read more...]
VIDEO: Trichet: ‘Structural changes’ needed for global jobs growth
CNBC: Jean-Claude Trichet, former ECB president, joins CNBC's Rick Santelli to discuss how the euro zone's "bold structural reforms" helped labor, and shares his thoughts on the U.S. government shutdown. … [Read more...]
“Don’t Fight the Fed.” All the Time?
Don't fight the Fed is the mantra of many investors today, but don't fight the Fed is a dangerous strategy late in an economic cycle. In January of 2001 the Fed started reducing rates to head off recession. If you had started buying then based on the Fed’s loose policy, you watched the value of your portfolio collapse by 40% over the course of 21 months before the market finally turned in your favor. The same thing happened in September of 2007 when the Fed decided to cut. If you happily took the signal of the Fed’s cut to indicate a time to buy, you would have been buying through 50% … [Read more...]
Don’t Forget to Turn the Lights Off Before You Leave
Visitors of the Bureau of Economic Analysis homepage today were puzzled to find that before staffers had gone home for the government shutdown, they actually shut down the BEA web site. Below is a picture of what you will find if you visit the site with Internet Explorer. Google Chrome returns a message that reads "Oops! Google Chrome could not connect to bea.gov." If you run a web site, or have any common sense, you'll realize that the default option for web sites is on. Actively intervening to take down a web site before the government shuts down seems unneeded. Now no one can access … [Read more...]
What We’re Reading 9-26-13
A roundup of articles we found interesting this week. Bubbles Tomorrow, Yesterday, but Never Today?, John C. Williams, FRBSF Economic Letter Uttin’ on the Itz , W. Ben Hunt, Ph.D., Epsilon Theory Banning Demon Coal, Review & Outlook, The Wall Street Journal Occupy QE, Stephen S. Roach, Project Syndicate Firms Drop, Rather Than Upgrade, Cheapest Health Plans, Scott Thurm, The Wall Street Journal Has the Fed Been Fooled by Phony Jobs Numbers? , Matthew C. Klein, Bloomberg … [Read more...]
VIDEO: China’s economic growth more like 4% – Marc Faber
Marc Faber, Editor of the Gloom, Boom and Doom report explains why Chinese growth could slow down to a maximum of 4 percent. He also thinks gold, silver and Japanese equities are inexpensive. … [Read more...]
VIDEO: Buffett Calls Federal Reserve History’s Greatest Hedge Fund
Bloomberg: Billionaire investor Warren Buffett compared the U.S. Federal Reserve to a hedge fund because of the central bank’s ability to profit from bond purchases while accumulating a balance sheet of more than $3 trillion. … [Read more...]
Should the Market Believe the Fed?
After this week’s about face from the Federal Reserve, market participants couldn't be blamed for not wanting to rely too heavily on smoke signals from the Fed. After signaling that the central bank would taper its purchases of bonds for months, Ben Bernanke and friends have come out saying they’ll hold off. Caroline Baum at Bloomberg quotes UBS economists calling Bernanke & Co., “The Fed Who Cried Wolf.” "The Fed Who Cried Wolf" was the title of a commentary by UBS economists (in a research paper to clients, so no link). "The Federal Reserve passed on an unusual opportunity: to begin the … [Read more...]
VIDEO: Druckenmiller: Fed lost chance for a ‘freebie’ in not tapering
CNBC: Stanley Druckenmiller, former chairman of Duquesne Capital, and Jimmy Dunne of Sandler O'Neill discuss the decision to delay tapering. … [Read more...]
Janet Yellen: How Well Do You Know Her?
With Larry Summers’ withdrawal from consideration for Fed chairman, Janet Yellen could wind up leading the board. How well do you know Janet Yellen? Here are some quotes that will give you an idea of her take on monetary policy. The first is from the John Hussman in his Weekly Market Comment, and the second is from Young Research at Global Investment Strategy. Hussman on Janet Yellen: We now face the prospect of Janet Yellen, who in October 2005, at the height of the housing bubble, delivered a speech effectively proposing that monetary policy could mitigate any negative economic … [Read more...]
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