Credit Bubble Stocks

We remember when the 2020 pandemic was first hitting our shores being puzzled by the financial implications. If a movie theater is forced to...

We wrote in our Energy - Q4 2022 Earnings Season post that we have been fighting two headwinds for the past year in our investments: tighte...

Some highlights from pieces in the Summer 2014 Cato Journal issue, Was the Fed a Good Idea? The first is a piece by Kevin Dowd and Martin H...

The one good thing about Secrets of the Temple is the documentation of the Fed's strong influence over the business cycle, and therefor...

Oh oh, labor share of GDP is getting high. This is the central bank's signal to start a recession.

It would be funny to see a retrospective imagining of this kind of breathless coverage and anticipation for Soviet central planning decision...

Correspondent "High Plateau Drifter" was the author of "Skeptics To the Ramparts" (September 2014) and "Fun On the...

The Fed said "the Committee judges that the likelihood of inflation running persistently below 2 percent has diminished somewhat sin...

In last month's WSJ - this is great. From an interview with former Federal Reserve chairman Paul Volcker (Class of 1949) in the Daily...

He's right that the Fed chairmen, including Yellen, make themselves deliberately difficult to understand. The only funny thing is that ...

Deflation! "Monetary tightening is coming sooner than the world expected, with sober implications for overheated bourses, and for th...

This was linked on cheap chalupa blog "When the central bank utilizes 'lender of last resort' powers to allocate credit to t...

Stagflationary Mark : "The Fed apparently sees and reacts, with nearly crystal clarity, to what has happened 2 years previously. If t...

From 2008! BULLARD: In sum, I think we are moving to a Japanese-style deflationary, zero nominal interest rate, situation at an alarming p...

I didn't notice the speech Bernanke gave last year, called "Why are long-term interest rates so low in the United States and in oth...

Hilarious quote from Daniel Webster in a letter to Bank of the United States President Nicholas Biddle, "I believe my retainer has n...

That is basically Prechter's theory. So, even though the Fed "could" completely devalue the currency, that's not the direc...

One theory , "What Bernanke signaled this week is that QE is no longer an emergency government measure, but is now a permanent govern...

In Barron's "[F]or the past year, they've been making the case for U.S. equities, but do so now with increased vigor and an ...

This week : "From an analytical perspective, it’s striking to me that even some thoughtful economists we know have been making assertio...