Looking Beyond Gold for Alpha
The yellow metal’s rapid rise could signal inflation ahead, and the market could rotate foreign stocks.
Better Advising Through Technology
When I give speeches these days, one of the things I like to talk about is how technology has driven independent financial advice.
U.S. Stops Production of High-Tech Hundred Dollar Bill
When it comes to printing problems, it’s all about the Benjamins.
QE2’s Main Effect Is Weakening the Dollar; Bank Execs Speak
The Fed's large scale asset purchases will not move the needle of economic growth; the real benefit is a further weakening of the U.S. dollar relative to other currencies.
Fed Announces $600 Billion QE2; Holds Rates Steady
Fed rolls out QE2, but J.P. Morgan's Kelly warns of a "possible QE3 or sharp reaction in the bond market"
QE2 and the Great Wealth Transfer: A Spurt for the Economy?: Searching for Alpha for November 2010
Quantitative easing (QE) is a government strategy of printing money in order to retire debt and purchase assets that increase the size of the public balance sheet.
Q3 Was Good for Stocks, and Managed Futures. Now in Q4…
The S&P500 TR Index was up 11.3% for the quarter ended Sept. 30, and is now in positive territory by 4.2% for the year to...
Will Treasuries Plunge?
With the Federal Reserve reiterating its stance on a low interest rate environment, falling bond yields have been a major investment theme so far this...
Fed’s Quantitative Easing Plan May Burst Growing Treasury Bubble
Federal Reserve policymakers' decision to buy more Treasury debt as interest rates stay at historic lows may give the U.S. economy the stimulus it needs, but it also may help contribute to a growing Treasury bubble.
Historical Research: Inventing Financial Futures
In November 1967, University of Chicago economist Milton Friedman was turned down for a loan, a rejection that ended up changing the course of financial...