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Monthly Archives: June 2014
Greater Bond Market Volatility Ahead
I agree with comments that RBS’s Alberto Gallo made to Bloomberg in the past few days. Later this year we are likely to run into heightened bond market volatility, which may well hit stock prices for a while. We could … Continue reading
Posted in Uncategorized
Tagged bond market, bond market liquidity, ETFs, hedge funds, inflation, Ivy League endowment funds, volatility
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3-5% Inflation Will End this Rally . . . Eventually
Our bullish note of May 28 explained why stocks would manage to scale a new “Wall of Worry.” Since then stocks have climbed 2.4%; I think they are headed higher still. “Central bankers gone wild” are pumping liquidity into the … Continue reading
Posted in Uncategorized
Tagged inflation, Janet Yellen, Obamanomics, stock market, supply side
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In China Gray is the New Green
I usually wake up around 3:30 to catch the market action in Asia and Europe on Bloomberg and CNBC. It’s nice to get a non-U.S. perspective on all the craziness. Last night I was blown away by this exchange on … Continue reading
Posted in Uncategorized
Tagged autos in China, China pollution, economic development, Princeton University, solar power
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Benign Deflation . . . or . . . Central Bankers Gone Wild
On Wall Street, alas, no bad deed goes unrewarded. After failing to anticipate even one of the past three recessions, and after sitting idly by during the housing bubble as the “safety and soundness” of the U.S. banking system evaporated, … Continue reading