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The Federal Reserve In 2005, We See A Housing Bubble, Do Nothing About It

January 17, 2011

Comment Can we draw parallels between the Federal Reserve doing nothing about a housing bubble in 2005 and the Federal Reserve doing nothing about a stock bubble in 2011 as a result of QE2?  The statements being made during both periods show striking similarities. Bloomberg.com – Fed Officials Saw Housing Bubble in 2005, Didn’t Alter… Continue reading The Federal Reserve In 2005, We See A Housing Bubble, Do Nothing About It

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The “Evil” Commodity Speculators

January 17, 2011

The Financial Times – Large bets fuel commodity bull run Still in its infancy, 2011 is conjuring up memories of the start of 2008. Soaring crop prices have stoked fears of a food crisis and oil markets are bubbling. In some parts of the world, inflationary pressure is building: once again, the commodity speculator is… Continue reading The “Evil” Commodity Speculators

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Newsclips

How Do You Outperform Your Benchmark?

January 17, 2011

Reuters – Man charged with death threats to regulators A New York money manager with a long history of legal battles with the government has been charged with threatening to kill 47 U.S. officials, including the nation’s top securities and commodities regulators. Vincent McCrudden, 49, last month allegedly posted online an “execution list” naming officials… Continue reading How Do You Outperform Your Benchmark?

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The Future Of The Dollar

January 17, 2011

<Click on chart for larger image> The Financial Times – Hu questions future role of US dollar China’s president Hu Jintao has raised questions on the role of the US dollar in the global monetary system on the eve of a state visit to Washington, saying “the current international currency system is the product of… Continue reading The Future Of The Dollar

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Newsclips

Barron’s Roundtable

January 17, 2011

Barron’s  – Attention, Stockpickers The big picture might look scary, but the stock market is heading higher, say the members of the 2011 Barron’s Roundtable. In the first of three installments, our panelists share their big-picture views. From the halls of Congress to the malls of California, we’ve been kicking the can down the road.… Continue reading Barron’s Roundtable

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Cartoons

January 17, 2011

None Today

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Newsclips

Conference Call – Trends Beginning 2011

January 14, 2011

Yesterday we hosted a conference call titled “Trends Beginning 2011” (Handout Audio Webcast). In this call we discussed: QE2 – It has done little for the economy but has helped the stock market by fostering a bubble (more on this below).  We also said we expect a flat year in stocks, up the first half… Continue reading Conference Call – Trends Beginning 2011

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Interest On The Federal Debt

January 14, 2011

Comment Jim Bianco was on CNBC yesterday discussing interest on the federal debt. To view the interview click on the picture above. To view any of our recent interviews click here. We detailed interest on the federal debt earlier this week.

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Newsclips

Bernanke Praises The Stock Market Bubble He Is Creating

January 14, 2011

MarketWatch – Bernanke: QE2 has helped improve the stock market Federal Reserve Board Chairman Ben Bernanke said Thursday that a controversial $600 billion bond buying plan has contributed to a stronger stock market. “Our policies have contributed to a stronger stock market just as they did in March 2009 when we did the first iteration… Continue reading Bernanke Praises The Stock Market Bubble He Is Creating

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Inflation Expectations Are Becoming Problematic

January 14, 2011

The Wall Street Journal – NEEL KASHKARI AND STEVE RODOSKY: The Market Flashes ‘Caution’ on U.S. Treasurys The forward five-year annual inflation rate has increased 94 basis points to 2.90%, which is now above policy makers’ unofficial target of 2% Increasing inflation expectations. The U.S. has enjoyed low inflation for two decades due to the… Continue reading Inflation Expectations Are Becoming Problematic

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Stress On Munis

January 14, 2011

The Wall Street Journal – New Hit to Strapped States Borrowing Costs Up as Bond Flops; Refinancing Crunch Nears With the market for municipal bonds tumbling, cities, hospitals, schools and other public borrowers are scrambling to refinance tens of billions of dollars of debt this year, another sign that the once-safe market is under duress.… Continue reading Stress On Munis

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What To Do With The Euro?

January 14, 2011

The Economist – The euro area:  Time for Plan B The euro area’s bail-out strategy is not working. It is time for insolvent countries to restructure their debts FOR a few weeks over the Christmas holidays, Europeans put their sovereign-debt crisis on hold. Now they are facing grim reality once more. Bond yields are spiking… Continue reading What To Do With The Euro?