The Federal Reserve’s decision to continue $85 billion per month of Treasury bond and mortgage-backed security purchases amounts to “un-stimulus”, according to Kenneth Fisher. In a piece on Fisher Investments’…
Search Results for: federal reserve
Romick on Why Bernanke Needs to Go
In a recent letter to FPA clients, top fund manager Steven Romick says the Federal Reserve’s easy money policies are having and will likely continue to have troubling effects on…
The Zweig Model: A Conservative Growth Strategy
…the Federal Reserve’s discount rate; installment debt levels; and the prime rate. His mottos included “Don’t fight the Fed” (meaning investors should be more bullish when interest rates were low…
El-Erian on Sandy's Economic Impact
…personal and small business — has proven especially valuable in curtailing negative social and economic effects. But budgets are already under pressure. Meanwhile, the Federal Reserve has already floored policy…
Cooperman Growing Less Bullish on Stocks, But Sees Few Alternatives
…is that he thinks the profit cycle is peaking. He says, however, that with the Federal Reserve keeping interest rates so low, there aren’t better options than stocks right now….
Oberweis: Follow Ben's Lead
…that several companies are “exploding” because of Ben Bernanke and the Federal Reserve’s easy money policies, which he says don’t appear to be ending anytime soon. And, though he warns…
Forester Cautious and Defensive
…holdings. Forester expressed concern that the Federal Reserve’s quantitative easing plans have not been helping much with job growth, and that the “wealth effect” championed by the Fed has also…
Gross Talks Stocks, Bonds, Gold & Inflation
PIMCO bond guru Bill Gross says that both stocks and bonds are a bit “bubbled” because of the Federal Reserve’s policies, but that high-quality dividend-paying stocks should perform better than…
Siegel and Ritholtz Debate Stocks for the Long Run
…investors. He also says that current P/E ratios are artificially low due to the ultra-low interest rates pushed by the Federal Reserve. He says he thinks stocks will be more…
Gross: Follow the Fed and ECB
Bill Gross says PIMCO’s strategy is pretty simple: Buy what the Federal Reserve and other central banks are buying. “We continue to anticipate what the Fed is buying,” Gross recently…