…adjust how much of his portfolio he put into stocks. Some of the indicators he used to move in and out of the market included the Federal Reserve’s discount rate;…
Search Results for: federal reserve
Icahn Worried, But Finding Opportunities
Hedge fund guru Carl Icahn sees serious threats to the equity market on the horizon, namely inflation and the eventual end of the Federal Reserve’s lax monetary policy. “Our country…
Low Expectations, High Returns
…discusses how current fears hovering over the stock market — including the Eurozone debt woes, the Japan disaster, and the end of the Federal Reserve’s latest round of quantitative easing…
Are We Headed for Inflation? Deflation? Stagflation? Try "Screwflation", Kass Says
…reducing income taxes for the middle class; providing federal funds for infrastructure spending; creating incentives for businesses to make new capital investments; allowing tax-free repatriation of U.S. corporate earnings made…
Sonders: Fed Should Lay Off Further Easing; Economy to Improve
Charles Schwab Chief Investment Strategist Liz Ann Sonders says she’s not in favor of another round of quantitative easing from the Federal Reserve, and remains positive on the economy and…
Bogle Talks Stocks, Munis, and The Fed
…to default and these bonds offer great tax advantages.” As for the Federal Reserve and its quantitative easing policies, Bogle is not a fan. “Stocks have a certain inherent value,…
Five High-Quality Blue Chips for a Post-QE2 World
In his latest column for Nasdaq.com, Validea CEO John Reese looks at high-quality blue-chip stocks that have become very cheap, thanks in part to the Federal Reserve’s quantitative easing policies….
How Long Will Junk Continue to Lead?
…the bull market was one year old.” The reason the transition hasn’t occurred, Hulbert says, may be one that top value investor Jeremy Grantham has cited: the Federal Reserve and…
Grantham: Time to Dial Back Risk -- Though It Might Be Too Early
…riding the coattails of the Federal Reserve’s monetary policy. “The market may still get to, say, 1,500 before October, but I doubt it, especially without a QE3, although the chance…
Muhlenkamp Says Market Fairly Valued; Sees Volatility Ahead
…and the Federal Reserve’s latest round of quantitative easing. (A tip of the cap to GuruFocus.com for highlighting Muhlenkamp’s letter.) “The first two causes were fundamental,” Muhlenkamp writes. “Quantitative Easing…