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Archive for the US Economy Category

Fareed Zakaria GPS – CNN 09-20-15

Fareed Zakaria said: The US is more dominant globally than at any point since the Clinton era, with growth almost 2 times the Eurozone and 4 times Japan, and unemployment the lowest in 7 years. European businessmen are concerned with American dominance from technology to entertainment to finance. America’s big banks are more dominant

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Looking for the lifeboats – The Economist 09-19-15

Salient to Investors: Both equities and government bonds are overvalued but are unlikely to fall in tandem. Long-term investors should ignore short-term market declines because over the long-term, asset prices rise – US equities overcame the dotcom bubble and 2008 financial crisis to reach record highs in 2015. However, equities could be

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The zero rate trap – The Economist 09-18-15

Salient to Investors: No Fed tightening was a sensible decision. The Fed is in a trap: low interest rates have raised global equity markets, whose collapse in August helped in preventing the Fed from raising rates. Most British homeowners have variable rate mortgages so while interest rate cuts staved off a potential

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US central bank leaves interest rates unchanged – BBC News 09-17-15

Salient to Investors: The Fed’s forecast for slow rate increases probably means 0.25% in 2015, 1% in 2016, and 1.25% in 2017. Karissa McDonough at People’s United Wealth Mgmt said economic uncertainty and the slowdown in China drove the Fed’s decision to keep rates at zero, because the US has been linked globally

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Inflation Targeting Unmasked – The August CPI Crushed The Case For ZIRP – David Stockman’s Contra Corner 09-17-15

Salient to Investors: David Stockman writes: The August CPI gives the Fed an excuse to keep shoveling free money into the casino. No Fed rate increase would be a clear indication of its fear of reining in Wall Street’s greedy and gamblers and that Keynesian central banking in the last two decades

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David Stockman Interview On Yahoo – The Fed Painted Itself Into A Corner, Confidence In The Casino Is Headed For A Fall – David Stockman’s Contra Corner 09-17-15

Salient to Investors: David Stockman said: The Fed is on a jihad against retirees and savers. 80 months of ZIRP has not helped the economy because we are at peak debt, with US business $12 trillion in debt, versus $10 trillion before the crisis. The massive money printing has all

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The Truly Stupid Case For More ZIRP – David Stockman’s Contra Corner 09-16-15

Salient to Investors: David Stockman writes: The global economy is transitioning into a deep deflation. Irving Kellner erroneously recommends the Fed delay its rate hike for reasons including the recent plunge in stock prices, the market’s dislike of an end to the easy money which has kept it afloat, and because all

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Fareed Zakaria GPS – CNN 09-13-15

Salient to Investors: Fareed Zakaria said: China’s economy is nearly 2.5 times that of Japan so even if growth slows substantially, China will continue to have seismic effects on the global economy. Henry Kissinger said Republican candidate China-bashing is dangerous and could create an atmosphere a la Europe before WW

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Why The Keynesian Chorus Is Cackling Like Chicken Little – David Stockman’s Contra Corner 09-09-15

Salient to Investors: David Stockman writes: Artificial monetary bubbles always crash. However, if the Fed listens to Wall Street and does not raise interest rates expect a short-lived run to the May 2015 highs before the ultimate day of reckoning. ZIRP has not caused a credit fueled inflation of either the

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Why Hedge Fund Hot Shots Finally Got Hammered – David Stockman’s Contra Corner 09-06-15

Salient to Investors: David Stockman writes: A growing chorus of investors blamed last week’s stock market sell-off on esoteric but increasingly influential trading strategies pioneered by hedge funds like Bridgewater. Hedge fund performance has benefited from broken capital markets rigged by the Fed. Thesecasino gamblers bought every one of the

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