…contributed to the lack of opportunities. “The largest driver of what we see as market overvaluation has been the rise in merger and acquisition activity encouraged by the Federal Reserve’s…
Search Results for: federal reserve
Paulsen: Diversify, But Don't Ditch Stocks
…on, because it will be mean inflation concerns and concerns about potential alterations to the Federal Reserve’s tapering plan. But while Paulsen sees some short-term weakness for equities, he doesn’t…
How To Buy Growth Stocks Like Martin Zweig Did
…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 mottos…
Reese: Skies Friendly Again for (Some) Airlines
…Federal Reserve, which may well have allowed marginal firms to skirt bankruptcy — the average debt/equity ratio in the industry is more than 350%. But part of it is simply…
Paulsen Sees Correction Coming, Just Not Yet
…fewer market watchers calling for a correction, rising bond yields, rising inflationary pressures and a hawkish Federal Reserve, the Journal states. “Although some of these indicators are flashing yellow, none…
The Real Solution To The Fed's Bubble-Making Problem
…major implications for Federal Reserve policy. “Most models in economics and finance assume that risk preferences are a stable trait, much like your height. But this assumption, as our studies…
Romick: "We're In The Business Of Looking For Bad News"
…that he finds appealing. Romick said that overall, he doesn’t think asset prices are accurately reflecting the risks in the market, namely the risk posed by the Federal Reserve’s quantitative…
Gross: Bubbles? No. Lower Returns Ahead? Yes.
PIMCO bond guru Bill Gross says the Federal Reserve is confronted with a big challenge in trying to determine a “neutral” interest rate that will accomplish all its goals —…
Reese On Investing In Retailers In A World With Less QE
In his latest column for Seeking Alpha, Validea CEO John Reese says that the end of the Federal Reserve’s quantitative easing effort means investors should be careful about which retailers…
Roubini Sees Credit Bubble Forming
…Federal Reserve’s current predicament. “We’re in the beginning I would say even of a credit bubble, just at the beginning of it, we’re not yet full-fledged, but a year or…