Zero Rates Through Late 2014? PUHLEASE!
It is irresponsible for the Fed to state that it will keep rates exceptionally low through at least late 2014. No one, least of all the...
Dow Jones Presentation on Correlation
If you missed yesterday’s discussion on Correlation at the Dow Jones Expert series lecture, the PowerPoint is here
10 Friday AM Reads
Last reads of the week: • An investor’s worst enemy? Their brain (The Globe and Mail) • The 2012 Stock Rally Has Erased Bearish...
REAL GDP touch light, NOMINAL GDP very light
After 3 quarters in a row that averaged just 1.2%, Q4 GDP grew 2.8%, a touch below expectations of 3.0% BUT Nominal GDP grew well below...
Living In A QE World
All Central Bank Balance Sheets Are Exploding Higher, Or Engaged In QE The degree to which central banks around the world are printing...
Correlation Nation Presentation
As always, here is yesterday’s presentation for the Dow Jones Expert series. All of these charts have been on the blog before; the...