…yields. It is certainly possible to envision massive federal borrowing and aggressive Fed easing culminating in a sizable increase in long-term interest rates. Yet such a future of “reflation” and…
Search Results for: federal reserve
Grantham: S&P 1000-1100 by Year-End -- Then Trouble
…2010; While he sees fair value for the S&P 500 at about 880, he thinks the massive government stimulus program and the Federal Reserve’s moral hazard will spur the index…
Matthews: Credit Markets Show Recovery Is for Real
…last fall was 5% — recently fell below 1%. He also says the Federal Reserve is successfully keeping interest rates low, and notes that mortgage rates remain very low. On…
Oberweis on the Bullish Turn, Small Caps and ... Han Solo?
…flaws, investors are, well, suddenly smitten.” Oberweis says he thinks the Federal Reserve’s actions have “at a minimum … virtually eliminated the potential for a deflationary spiral.” But, he adds,…
Top Timing Newsletter Turning Bullish
…“Two-Second Indicator”, which has seen the number of stocks hitting new 52-week lows “dry up dramatically” over the past two weeks. But in discussing another key reason — the Federal…
Don't Be a Bottom-Hunter
…above that level, at 0.89, indicating they were overvalued.) Another reason to be bullish, I believe, involves the effects the Federal Reserve’s actions could have on the economy. While the…
Gross, Lynch, Malkiel: Varied Perspectives on Current Market
…have a safe cash reserve for contingencies. Gross is far less keen on stocks. He says that the deleveraging of a credit build-up that has gone on for five decades,…
Buffett Bonanza: Government vs. Fear, Bank Prognosis, and Why You Should Still 'Buy American'
…they don’t know what’s going on and their reaction, then, is to absolutely pull back.” Buffett says the actions the Federal Reserve took as the crisis set in were crucial,…
Zweig Strategy: 10 Growth Investment Ideas for a Tough Market
…into stocks. Some of the indicators he used to move in and out of the market included the Federal Reserve’s discount rate; installment debt levels; and the prime rate. His…
Want to Avoid Another Depression: Stop Talking About It
…explained away (the former as a result of Federal Reserve policy and the latter as the result of “program trading”). “This time is different: the Great Depression appears truly relevant,…