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Tag Archives: manias
Fidelity versus the S&P 500: Round Two
A couple of days ago the WSJ reported big news in the mutual fund world—active managers have outperformed index funds thus far in 2015. Which prompted me to update a little study I did three years ago that compared the … Continue reading
Posted in Uncategorized
Tagged Fidelity, index funds, investing, manias, mid-cap stocks, mutual funds, stock market
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Bubbleicious: Don’t Get Too Comfortable In This “New Era” of Negative Bond Yields
Bottom Line: Bond yields may stay absurdly low for quite a while longer, but eventually sanity will prevail and bond bulls will get killed. Don’t let Europe’s negative yields, and their spillover into the U.S., cloud your thinking about the … Continue reading
Posted in Uncategorized
Tagged bond bubble, bond yields, European Central Bank, interest rates, manias, quantitative easing, S&L crisis
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Get Set for Fed Rate Hikessssss
Item: In a major new report, a blue-ribbon panel of economists estimates that if all the brain power expended over the past 20 years forecasting the next move by the Federal Reserve had, instead, been used for productive endeavors, U.S. … Continue reading
Posted in Uncategorized
Tagged China, equity valuation, Federal Reserve, inflation, manias, monetary policy
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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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