Peter Fisher, head of fixed income at BlackRock, finds little reason for the Fed to act, addressing the four rationales under which it might, and discussing why they would not apply or would not work in the current environment. Follow the money. Find the profits!Liquidity is money. Regardless of where in the world that money…
Tag Archive for Asset Prices
Lee's Free Thinking, Liquidity Trader Complete, Professional Edition
Fed Transparent Only If The “Facts” Are Bullish
by Lee Adler • • 2 Comments
Liquidity indications have remained neutral over the two weeks since I last updated this report. Panic outflows from Europe boosting theUSsystem seem to have taken a breather, or been covered up, in the wake of the massive ECB liquidity operation just before Christmas. However, other indicators which had been bearish such as bank purchases of…
Bears Chat, Best of the Forums, Must Read
3 Experts Prognosticate on 2012
by Bears Chat at The Wall Street Examiner • • 0 Comments
December 30, 2011
3 Experts Prognosticate on 2012
By JAMES B. STEWART
Predictions for the economy and markets for 2012 have been bleak, and 2011 was much worse than expected. There may not be much to celebrate this New Year’s Eve.
That ma…
Bears Chat, Best of the Forums, Must Read
I know Krugman is wrong…but why is he?
by Bears Chat at The Wall Street Examiner • • 0 Comments
While watching some Steve Keen interviews, I was struck by something. I have known for a long time that mainstream economists pay no attention what so ever to private sector debt levels. I never really dug into why. But Keen specifically touched on …
Bears Chat, Best of the Forums
Are the GOP and DEMS really this stupid?
by Bears Chat at The Wall Street Examiner • • 0 Comments
I was struck by the irony of the GOP’s populist threats against the FED, and the DEMs support of the FED.
I for one do not think that politicians are a stupid as most people think they are. They have been doing exactly what they need to do to get r…
Bears Chat, Best of the Forums
Pushing on a String
by Bears Chat at The Wall Street Examiner • • 0 Comments
By now, I am pretty much bored silly with the nonstop Fed watching, commentary, will they/wont they chatter about today’s FOMC announcement. So much ink has been spilled over the subject, that much of this is well trod ground.
Rather than repeat…
Liquidity Trader Complete, Professional Edition
“Miracle” Europanic Trumps US Debtmageddon, Boosts US Markets
by Lee Adler • • 0 Comments
Massive inflows of cash into the US financial system from elsewhere around the world boosted liquidity indicators last week and kept a bid under US financial asset prices. Under normal circumstances, in the absence of quantitative easing we would expect prices to fall, but these are not normal circumstances. It’s not a matter of investors…
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And Now Presenting: The Hangover
by Bears Chat at The Wall Street Examiner • • 0 Comments
Today’s the day: The training wheels come off the economy. After several months of bond buying on the part of the Fed, with the intention of boosting asset prices, that’s over.
The controversial program known as “QE2” (because the first bond buying …
Bears Chat, Best of the Forums
metals used in alternate energy
by Bears Chat at The Wall Street Examiner • • 0 Comments
http://www.kingworldnews.com/kingworldnews/Broadcast/Entries/2011/5/28_Dr.
_Stephen_Leeb.html
Leeb is talking about use and availability of metals. Particularly noted his comments re silver, “can’t have solar without silver.”
If this is true, does…
Bears Chat, Best of the Forums
Quote of the Day…
by Bears Chat at The Wall Street Examiner • • 0 Comments
“In bull markets – usually when things have been going well for a while – people tend to say ‘Risk is my friend. The more risk I take, the greater my return will be. I’d like more risk, please.’ The truth is, risk tolerance is antithetical to successfu…
