Posts Tagged ‘ Fiddles ’

Stranguflation

By
September 23, 2010
Stranguflation

The Fed’s latest fiddles while Rome burns FOMC stance has kicked off other round of  simultaneous ”bar bell”, risk on/risk off trading activity.   Janet Tavakoli describes the nasty brew that is cooking much as I have, deflation in old bubbles, and inflation in new bubbles or essentials.   For my purposes...
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The More The Fed Fiddles… Professional Edition

By
January 26, 2010

The Case Shiller Index of US housing prices for November has essentially turned flat over the past two readings. As usual, it is understating the real weakness in the market. Meanwhile the Fed announced that it will tinker with how it sets interest rates. Recent history has shown, the more the Fed tinkers, the...
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