…markets. Many of the other terms we’ll talk about are derivative effects from the GFC. Quantitative Easing (QE): Quantitative easing is a tactic used by the Federal Reserve to help…
Search Results for: federal reserve
Two Shiller-Inspired Metrics, Two Wildly Different Valuation Stories
…with another.” There’s been much talk about what could move yields higher, with a likely catalyst being hot inflation readings that last longer than the Federal Reserve expects. Using Shiller’s…
Are Equities an Inflation Hedge?
…from 1947 to 2021 (using data from the St. Louis federal Reserve and stock market data from the Kenneth French data library). The results are illustrated in the following graph:…
Bill Miller: Insights from 2Q Market Letter
…to rise over the next few years at well over the Federal Reserve’s average 2% target.” Miller quotes the New York Times, “As far as major shifts in inflation go,…
Capitalism and Value Investing
…This according to a recent article in Harvard Business Review. “Value managers can plausibly blame the Federal Reserve for distorting financial markets,” the article states, but adds that they also…