Federal Reserve Archive
Top Gun FP Client Note: The Risk Trade
December 13, 2009 · Category: Currencies, Federal Reserve, Market Commentary, Sentiment Analysis, Top Gun Financial Planning
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right ...
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All About The Benjamins
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The last three days trading is all about the benjamins - the dollar, that is. The better than expected Friday November Jobs Report has triggered a powerful rally in the ...
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Judy Shelton In The WSJ: The Fed’s Woody Allen Policy
November 12, 2009 · Category: Federal Reserve, Macro Economics
But what if the Fed's efforts to stoke a recovery are merely creating asset bubbles in equities and elsewhere? What if government guarantees—explicit and implicit—are encouraging high-risk investment behavior rather than restoring conditions for normal ...
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Top Gun FP Client Note: Let The Bubble Blow
November 10, 2009 · Category: Federal Reserve, Gold, Market Commentary, Stocks, Top Gun Financial Planning, Warren Buffett
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right ...
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Fed Kicks The Can Down The Road
The Fed made no substantial changes to policy or the statement. The key sentence on "exceptionally low levels of the federal funds rate for an extended period of time" was unchanged. Essentially, they didn't want ...
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Top Gun FP Client Note: Moment Of Truth Nears For The Fed
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right ...
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WSJ: The Dollar Is Driving Financial Markets
We've got this very unstable situation in which Fed policy is dictating the behavior of so many assets. The dollar is at the nexus of this.
- Dean Curnutt, President, Macro Risk Advisors, quoted in "Dollar ...
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Tremendous David Einhorn Speech Monday At The Value Investing Congress
October 21, 2009 · Category: Business and Investment Philosophy, Federal Reserve, Gold, Government, Macro Economics
I really respect David Einhorn because he has evolved from a pure value investor into recognizing the importance of macro. Anybody who doesn't recognize that at this point is going to pretty useless going forward. ...
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Commentators Start To Call It A Bubble
October 19, 2009 · Category: Federal Reserve, Macro Economics
IT'S TIME FOR THE FEDERAL RESERVE TO STOP talking about an "exit strategy" and to start implementing one.
There's no need for short-term rates to remain near zero now that the economy is recovering. The call ...
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NY Times: Fed Is Split Over Timing of Rate Rise
October 9, 2009 · Category: Federal Reserve, Macro Economics
Fissures are developing among policy makers at the Federal Reserve as they debate how and when to start raising the benchmark interest rate from its current level just above zero.
- "Fed Is Split Over Timing ...
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