“The simplicity of this approach underscores an important point”…
Year: 2019
Out With The Dissenters! Fed Voter Rotation Removes Hawks
2020 represents a unique challenge thanks to Trump’s public criticism of monetary policy.Â
Subjecting One Bank’s ‘Peak Globalization’ Thesis To Olson’s Theory
“The 1981-2016 era of unchecked flow of goods, people and capital is coming to an end”…
Will Printing Press-Financed Stimulus Break The Back Of The Four-Decade Bond Bull?
Don’t fight the fiscal?
Prophesying Profits.
Obviously, the risk here is that stocks have it wrong.
The Market Is Usually Wrong About The Fed. But What About The Economy?
“…the market is almost always wrong about what the Fed will do”.
Elizabeth Warren Asks For Donations As Fundraising Falls 30%, CNBC Super Duper Excited
If you “call now” (so to speak), she’ll send you a “Tax the Ultra-Rich†sticker.
He’s No Janet Yellen, But For Now, ‘Straight-Up Bliss’
But, and there’s always a “but”…
China Cuts Off American Writers, Publishers From World’s Second-Largest Book Market
“…publishing industry insiders describe a near freeze of regulatory approvals”.
Is ‘King Dollar’ Finally Rolling Over?
Trump sure hopes so.
Gamma Gravity, Reversals And Reflation Fascination: Summarizing Holiday Musings From Nomura’s McElligott
Recapping key talking points….
‘I Wish I Could Make Lasagna’: Meet Anne Lee, Trump Voter And Struggling Farmer
“We’re supposed to be feeding the world, and we can’t even put food on our own table”.
Up, Up And Away: Holiday Melt-Up Proceeds Apace
In these ebullient times, let us not forget the proverbial reason for the season.
China’s Industrial Profits Stage Sharp Rebound After Worst Plunge On Record
This should allay some fears – and we emphasize “some”.
