…Two of Johnston’s biggest concerns are; (1) the social divide and the wealth gap, and (2) the federal deficit. Wealth gap: Johnston points out that 0.1% of the U.S. population…
Search Results for: federal reserve
A Contrarian Bet on Inflation by Fund Giants BlackRock, Pimco and Vanguard
Although inflation has long fallen short of the Federal Reserve’s 2 percent target for years, some of the biggest funds are betting on the tide turning, according to an article…
Five Questions: The Importance of Narratives with Ben Hunt
…that matters, but rather the story that people tell about the story. For example, the Federal Reserve did pretty much what everyone expected it to do in 2018, but the…
Dodging a Market Dip on the Way to Retirement
…portion of your savings so you have a “guaranteed paycheck” (adding a warning that these can be complex and should be purchased only from a fiduciary). Hold a cash reserve:…
Five Questions: Modern Monetary Theory with Cullen Roche
…policy like this were to have an effect on inflation, then I would assume it would also have an effect on Federal Reserve Policy and that may lead the Fed…
Swedroe Offers Perspective to Panicky Investors
…U.S. rates, even a 4% intermediate-term Treasury rate could create pressures on stock prices;” Trade policy uncertainty; “Massive” federal budget deficits; Low unemployment rate; Geopolitical risks and uncertainty around the…
Drunkenmiller and Warsh: Perspective on Fed Tightening
In an article for The Wall Street Journal, co-authors Stanley Druckenmiller (chairman and CEO of Duquesne Family Office LLC) and former Federal Reserve Board member Kevin Warsh argue that the…
Seth Klarman's Bleak Warning Chills Davos
…dollar’s status as the world’s reserve currency. Klarman writes: “There is no way to know how much debt is too much, but America will inevitably reach an inflection point whereupon…
The Case Against Value Stocks
…argument is that the Federal Reserve and other central banks have changed the game by engaging in large-scale asset purchases. They have encouraged risk taking without the consideration of fundamentals….
Flat Yield Curve Inverted in December
…Federal Reserve on notice that the end of its tightening cycle is approaching.” The five-year treasury was doing better, the article notes, explaining that “investors anticipate the end of the…