…White House,” Housel writes, “business cycles come and go, the Federal Reserve flexes with unmatched power, and the 78% of the global economy that is not the United States pushes…
Search Results for: federal reserve
Brexit Backlash on U.S. Economy
…the European Union, America’s largest trading partner, suffers. Federal Reserve chairwoman Janet Yellen told Congress that the decision would “usher in a period of uncertainty” and fuel volatility in world…
Are Stocks Cheap or Expensive?
…going forward, and when it was below the long-term mean, they tended to do better. Siegel famously presented research to the Federal Reserve in December 1996, warning that stocks were…
Doll on the Markets Positives and Negatives on Today’s Market
…Improvements in the earnings outlook are probably necessary for equity markets to see a sustained uptick; Investors may be overly complacent about Federal Reserve rate hikes; Global growth is likely…
Tepper, Dalio, Gundlach on Opportunities and Risks in Today’s Market
…now, says Tepper, is the Federal Reserve. He believes the Fed will be very patient and let some inflation emerge before raising interests rates. William Conway, the billionaire co-founder and…
Hussman on High Plateaus and Poor Precedents
…interest rates are associated with lower stock valuations. Hussman views the intentional distortion of the financial markets by the Federal Reserve as a mistake. The Fed and central banks are…
The Only Fed Voice that Matters – Listen to Yellen
James Grant of Grant’s Interest Rate Observer recently weighed in on Federal Monetary Policy in a Bloomberg Report video. Grant believes the Fed “conceives its principal work to be suppressing…
The Importance of Dividends for the Long Term Investor
…sales and earnings and book value are two important factors. An increase in the interest rates by the Federal Reserve is unlikely to squash dividend payers. As you can see…
Market Shifting From Momentum to Value
…have played in the economy.” It goes on to note that recent Federal Reserve developments “have pushed the dollar lower and have implicitly provided relief to emerging market assets and…
The Long-lived, Rodney Dangerfield Bull Market Gets "No Respect"
…“relatively few people were investing in the stock market.” Further, there is suspicion regarding the effect of the Federal Reserve’s easing policies over the last eight years, although Stovall noted…