QE Insanity and Liquidity Illusions
QE is a “Feast for Wall Street”. QE is very clearly and directly correlated with the rise of US equities. QE impact on economic growth is minimal at best. Headline
Best practices are meant to be shared. That’s why we observe the market and then share our insights on what’s happening, to give you context. We’ve organized every blog into categories, so it’s easier for you to find the answers that matter most to you.
QE is a “Feast for Wall Street”. QE is very clearly and directly correlated with the rise of US equities. QE impact on economic growth is minimal at best. Headline
John Mauldin’s weekly article, https://d21uq3hx4esec9.cloudfront.net/uploads/pdf/131102_TFTF2.pdf, entitled “Bubbles, Bubbles Everywhere” is very well timed. There are now so many signs of extreme conditions in financial markets that investors now need a careful
Status quo habits and inertia are formidable forces. So it can be remarkably hard to estimate when a change in direction is likely to happen. Charles Hugh Smith does a
Lakshman Achuthan’s economic analysis should always be considered, particularly when it is way out of consensus. Just a 3 minute video.
“We never expected to find ourselves in an environment like this again, given the savings that were lost when the internet bubble popped.” David Einhorn Q3 2013 quarterly review. David
Eric Sprott has calculated that record gold demand in 2013 massively exceeds mine supply. This means that lower prices can only be achieved through a massive transfer of ownership. That
At this stage it is clear that the financial system is becoming increasingly distorted and unstable. Perhaps even more so than during the stock market peaks in 2007 or 2000.
“The Fed knows that the appearance of economic health would evaporate if stimulus were withdrawn. But like Jack Nicholson in A Few Good Men, it also knows that the markets
New car loans for anyone in the US. New housing loans in the UK. Will a little more credit induced spending finally do the trick this time? The current economic
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