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Search Results for: federal reserve

Royce: High-Quality To Outperform

May 1, 2014

…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…

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DoubleLine Strategist: Beware The "Walking Dead"

April 24, 2014

…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…

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Faber Sees '87-Type Crash -- Or Worse -- Coming

April 11, 2014

…“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…

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Hulbert: Don't Fear The Flattening

April 1, 2014

…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…

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Ritholtz Gets Counterfactual About QE

March 21, 2014

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…

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Grantham: It's Not A Bubble -- But It Probably Will Be

March 19, 2014

…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…

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Cooperman: Bull Won't Rage, But It'll Continue

March 14, 2014

…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,…

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Trouble May Be Coming, But Ride It Out, Bogle Says

March 11, 2014

…to time it. Bogle tells CNBC that as the Federal Reserve tapers its asset-buying program and raises interest rates, stocks could fall as much as 20 or 25 percent. But…

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Sonders On Weather, Inflation, And The Fed

March 6, 2014

…data than it does with a belief that a weaker economy will lead the Federal Reserve to slow its plan to taper its asset purchases. “There is a lot of…

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Rosenberg: Inflation Is Coming

February 28, 2014

Once a major worry amid the Federal Reserve’s massive quantitative easing program, inflation seems to have taken a back seat in investors’ minds. But top economist David Rosenberg says not…

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