Tag: low interest rates
Investors Are Grossly Underestimating The Federal Reserve
If you think the Federal Reserve may only lower rates by .50 or even .75, you may be grossly underestimating them. The following article...
Investors Better Buckle Up, There’s Turbulence Ahead
U.S. Treasury securities across the maturity spectrum are reaching yield resistance levels that have proven for decades to be extremely valuable to investors engaged...
What’s Next For Interest Rate Sensitive Sectors?
Anchoring bias and regret aversion bias are two behavioural investment biases that can impact how an investor views existing holdings or positions. These can...
Market Deception: Stock Valuations Twisted To Fit “Low Rates” Story
At the December 14, 2016 FOMC press conference, Federal Reserve Chairwoman Janet Yellen responded to a reporter’s question about stock valuations and the possibility...
US Economy Isn’t Turning Japanese Just Yet: Here’s Why
The US 10 year treasury yield (INDEXCBOE:TNX) has been moving sharply higher as of late and getting a great deal of attention from both...
Utilities Stocks Bubble: Buying 2.5% Yield At 3.5X Sales?
Utilities stocks (NYSEARCA:XLU) have been on a tear in 2016, catching and reeling in several investors chasing yield. And this behavior may be blowing...
Single Word Scores, Winging It, And Stock Market Sharks
In Sleepwalking Toward a Precipice (2012), I wrote the following:
“With the failure of political leadership, “central planning” has been ceded to central banks to...
The Fed And Its Self Defeating Monetary Policy
“It’s self-defeating to use the wrong monetary policy.” -Ben Bernanke
What is productivity?
The Federal Reserve’s flawed growth benchmark
Excessive monetary policy is crushing productivity
The prescription for...
The Inflation-Factor In The History Of Interest Rates
Neil Irwin had a really good write-up at The Upshot this week about the history of interest rates. He made the case that low...
Federal Reserve Decision Boils Down To Credibility vs Prudence
There is no better reality show for market junkies than the monthly obsession over the ‘critically important jobs number’ or the ‘most significant Federal...
