John Mauldin: Twist and Shout?
Money and Finance

John Mauldin: Twist and Shout?


What in the wide, wild world of monetary policy is the Fed doing, giving essentially unlimited funds to European banks? What are they seeing that we do not? And is this a precursor to even more monetary easing at this next week’s extraordinary FOMC meeting, expanded to a two-day session by Bernanke? Can we say “Operation Twist?” Or maybe “Twist and Shout?” Not many charts this week, but some things to think about.





- Links
Lee Kuan Yew: The wise man of the East (LINK) Related book: From Third World to First: The Singapore Story - 1965-2000"60 Minutes" had three interesting segments last night, including one with Neil deGrasse Tyson (video) (LINK) Philosophical Economics:...

- Hussman Weekly Market Comment: Following The Fed To 50% Flops
One of the most strongly held beliefs of investors here is the notion that it is inappropriate to “Fight the Fed” – reflecting the view that Federal Reserve easing is sufficient to keep stocks not only elevated, but rising. What’s baffling about...

- Hussman Funds Semi-annual Report
The U.S. economy appears suspended at the boundary between tepid growth and recession, requiring a trillion-dollar federal deficit and unprecedented monetary easing simply to maintain that position. The Federal Reserve continues a well-known and fully-announced...

- Bill Gross – January 2013 Investment Outlook: Money For Nothin’ Writing Checks For Free
It was Milton Friedman, not Ben Bernanke, who first made reference to dropping money from helicopters in order to prevent deflation. Bernanke’s now famous “helicopter speech” in 2002, however, was no less enthusiastically supportive of the concept....

- John Mauldin: Tough Choices, Big Opportunities
This week I am in Ireland and going from meeting to meeting with a wide variety of people. And this week's letter is a wide-ranging interview with me, conducted by that doyen of financial-world interviews, Kate Welling. She really is one of the best,...



Money and Finance








.