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 —…
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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…
Royce: High-Quality To Outperform
…underperformed during the bull by a significant margin, because the Federal Reserve’s quantitative easing program gave advantages to lower quality firms that could take advantage of refinancing options. Now, with…
DoubleLine Strategist: Beware The "Walking Dead"
…writes for Forbes. “Yet these zombies somehow continue to anchor shopping malls.” Baha says that the Federal Reserve’s policies have allowed these and other retailers to continue to tap capital…
Faber Sees '87-Type Crash -- Or Worse -- Coming
…“They have no earnings. They’re valued at price-to-sales. And this is not a good metric in the long run.” Faber thinks investors are beginning to realize that the Federal Reserve…
Hulbert: Don't Fear The Flattening
…New York Federal Reserve Bank’s Research and Statistics Group, and Frederic Mishkin, a Columbia professor who previously served on the Federal Reserve’s Board of Governors from 2006 to 2008, indicated…
Ritholtz Gets Counterfactual About QE
Since the economy started to turn around in 2009, many pundits have contended that the weakness of the rebound is evidence that the Federal Reserve’s quantitative easing program has not…
Grantham: It's Not A Bubble -- But It Probably Will Be
…Grantham thinks the U.S. market is very overpriced — by 65%. And he thinks a bubble is likely to occur, given how the Federal Reserve has encouraged and enabled risk…
Cooperman: Bull Won't Rage, But It'll Continue
…sees good value in the financial, energy, and healthcare sectors right now. He says that because of continued (though tapered) stimulus from the Federal Reserve and above average profit margins,…