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Tag Archives: Janet Yellen
How to Play the Coming Bust in the Yellen Bond Bubble
It’s starting to get a little weird. Here we are, more than five years into an economic recovery, with an improving employment picture, strong stock market, OK housing market, strong auto demand . . . and the Fed is still … Continue reading
Posted in Uncategorized
Tagged bond bubble, Federal Reserve, housing bubble, Janet Yellen, macroprudential policy, manias, tech bubble
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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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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
How Yellenomics May Blow an Asset Bubble
I recently explained why we were in Stage One of a secular bull market – the stage, comparable to the early 1950s and early 1980s, when bears capitulate and investors begin to embrace equities. In the second stage stocks continue … Continue reading