Money and Finance
- Hussman Weekly Market Comment: The Federal Reserve's Two Legged Stool
Link to: The Federal Reserve's Two Legged StoolExtraordinary market returns and dismal market returns both come from somewhere. Long periods of outstanding market returns have their origins in depressed valuations. Long periods of dismal market returns...
- Hoisington Q1 2013 Letter
“The Federal Reserve is printing money”. No statement could be less truthful. The Federal Reserve (Fed) is not, and has not been, “printing money” as defined as an acceleration in M2 or money supply. Just check the facts. For the first quarter...
- A.m. Best Webinar: Asset Management Perspectives (video)
John Gilbert, Chief Investment Officer, GR-NEAM and Hugh McCutcheon, Senior Portfolio Manager, GR-NEAM Limited, lead a one hour examination of the economic outlook for insurance investment managers and related professionals. ...
- Demand For U.s. Debt Is Not Limitless - By Lawrence Goodman
Thanks to Will for passing this along. The conventional wisdom that nearly infinite demand exists for U.S. Treasury debt is flawed and especially dangerous at a time of record U.S. sovereign debt issuance. The recently released Federal Reserve Flow of...
- John Mauldin's Outside The Box: The Geopolitics Of Brazil
Just last week in Thoughts from the Frontline, we discussed the relative valuations of emerging markets. Any discussion of an emerging market is incomplete without understanding the underlying geopolitical forces that guide behaviors of countries and...
Money and Finance
GR-NEAM Reflections: 12/01/2013 - History Ignored, Again
The Federal Reserve’s largesse does, in the words of its own Jeremy Stein, “flow into all of the cracks”. The result is elevated valuations, from Twitter to emerging market debt. This film has been run before.
- Hussman Weekly Market Comment: The Federal Reserve's Two Legged Stool
Link to: The Federal Reserve's Two Legged StoolExtraordinary market returns and dismal market returns both come from somewhere. Long periods of outstanding market returns have their origins in depressed valuations. Long periods of dismal market returns...
- Hoisington Q1 2013 Letter
“The Federal Reserve is printing money”. No statement could be less truthful. The Federal Reserve (Fed) is not, and has not been, “printing money” as defined as an acceleration in M2 or money supply. Just check the facts. For the first quarter...
- A.m. Best Webinar: Asset Management Perspectives (video)
John Gilbert, Chief Investment Officer, GR-NEAM and Hugh McCutcheon, Senior Portfolio Manager, GR-NEAM Limited, lead a one hour examination of the economic outlook for insurance investment managers and related professionals. ...
- Demand For U.s. Debt Is Not Limitless - By Lawrence Goodman
Thanks to Will for passing this along. The conventional wisdom that nearly infinite demand exists for U.S. Treasury debt is flawed and especially dangerous at a time of record U.S. sovereign debt issuance. The recently released Federal Reserve Flow of...
- John Mauldin's Outside The Box: The Geopolitics Of Brazil
Just last week in Thoughts from the Frontline, we discussed the relative valuations of emerging markets. Any discussion of an emerging market is incomplete without understanding the underlying geopolitical forces that guide behaviors of countries and...