…markets. Many of the other terms we’ll talk about are derivative effects from the GFC. Quantitative Easing (QE): Quantitative easing is a tactic used by the Federal Reserve to help…
Search Results for: federal reserve
Two Shiller-Inspired Metrics, Two Wildly Different Valuation Stories
…with another.” There’s been much talk about what could move yields higher, with a likely catalyst being hot inflation readings that last longer than the Federal Reserve expects. Using Shiller’s…
Are Equities an Inflation Hedge?
…from 1947 to 2021 (using data from the St. Louis federal Reserve and stock market data from the Kenneth French data library). The results are illustrated in the following graph:…
Bill Miller: Insights from 2Q Market Letter
…continue to rise over the next few years at well over the Federal Reserve’s average 2% target.” Miller quotes the New York Times, “As far as major shifts in inflation…
Capitalism and Value Investing
…This according to a recent article in Harvard Business Review. “Value managers can plausibly blame the Federal Reserve for distorting financial markets,” the article states, but adds that they also…
Warning: Do Not Buy Bitcoin When You’re Hungry
…When shown matching descriptions of hypothetical offenses, 208 federal judges differed by an average of more than 3.5 years in the length of the prison sentences they recommended. While Zweig…
OSAM: Without Tax Management, Investors Leave Money on Table
…client’s state and federal tax rates. Ongoing Management: Tax loss harvesting opportunities are continuously monitored and the system rebalances the portfolio according to its investment objectives. Performance Reporting: Advisors can…
American Investors’ Top Sources for Investment Advice
…from the U.S. Federal Reserve Survey of Consumer Finances indicating “which sources of information families rely on for investment decisions, and how their popularity has changed over time.” Here are…
Dalio Says It’s Time to Buy Amid “Stupid” Bond Economics
…the post, Dalio said, “I also believe that assets in the mature developed reserve currency countries will underperform the Asian (including Chinese) emerging countries’ markets,” highlighting a rapid upswing in…
A Boom on the Post-Pandemic Horizon?
…business investment signals confidence from corporate leaders. It also notes that economists surveyed in February by the Federal Reserve Bank of Philadelphia forecasted U.S. output to grow to 4.5 percent…