…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…
Search Results for: federal reserve
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…
Jeremy Grantham's Outlook for 2016 and Beyond
…Federal Reserve support and “the big negative” of “China slowing down,” as well as “the plunging price of oil,” and the decline in profit margins. Looking at 2016, he notes…
Bridgewater's Dalio Says the "Risk is Asymmetrical on the Downside"
…hard for the Federal Reserve or central banks to ease monetary policy.” He observed that the effect of quantitative easing is, ultimately, to lower the spread (or return) because it…
Stock Market May Not be as Overvalued as Some Believe
…the value (price) of stocks. Safer investments are worth more, not overvalued. Major historical regime changes, according to Swedroe, include the creation of the Federal Reserve and the SEC. More…