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- Why “Higher For Longer” = “The Fed Calling In an Airstrike on Its Own Positions”
- Will The Fed Destroy Banking And CRE To Get The Unemployment Everyone Is Looking For?
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- A Fed/Treasury Compact? If So, Rate Rises are Mostly Done. The Logic Of Mutual Assured Destruction.
- Crash or Growth Ahead? Assets Probably Can’t Squirm Out of Taking Damage Either Way…
Recent Comments
- Anders Comstedt on We’re Just Getting Poorer. Less “Inflation” Than “Stuff Getting More Expensive.”
- Doc Searls Weblog · The frog of war on Imminent Russian Army Collapse? Actually a Plausible Scenario. “Moscow is Silent.”
- Steve Kamman on Why the Fed “Has” to Cut Rates.
- Dominique Watkins on Why the Fed “Has” to Cut Rates.
- Steve Kamman on Trump’s Mexico Tariff Gambit May Be Good News.
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Monthly Archives: June 2016
Why I Don’t Think Warren Would Take the VP Job…
Lot of speculation that Clinton might pick Elizabeth Warren for VP. It doesn’t seem likely… Warren’s dream job is head of the Senate Finance Committee. A platform for her message and brand. Hearing after hearing with her patented pointed questions. All … Continue reading
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Whither the House? A Legislative Golden Age? Possibly. Even Greater Wacko-ism? Definitely.
I just read a Bloomberg column by “conservative” writer Ramesh Ponnuru (AEI, National Review) all but awarding Democrats the Presidency AND the Senate?!? “Republicans accept the conventional wisdom that Hillary Clinton is favored to win the presidency, and they know … Continue reading
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I (Still) Think Stocks Go Higher… A Wall of Money vs a Wall Of Skepticism. The Money Wins…
The last few days of selling notwithstanding, I think the market is more likely to “melt up.” Past its prior highs and up to Lord knows where. As that last phrase implies, I don’t think “valuation” per se is the … Continue reading
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