Tags » Capital Markets

QE & Inequality

I believe that the policies we have undertaken have been meant to generate a robust recovery.1

Effective demand is dead in the water.2

Quantitative easing…is that, like, making math easier?3…

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Would you buy this company?

Two weeks ago, it looked like the start of a big market correction driven by investors who reckoned that stocks were just too expensive and had decided that prices needed to fall far, far lower to restore their allure. 683 more words

Finance

Lunch treats, 31/10/2014 - Halloween candy from the BOJ!

And, more stimulus! The BOJ decided to really fire-hose the economy with liquidity in stepping up yen monetary base (see more on the effects on the Hong Kong equivalent… 871 more words

Market Reflections

Q&A: Star investor Ron Baron on Tesla and his top stocks for the long run

When he’s not meeting CEOs of portfolio companies like Tesla and Ralph Lauren, Ron Baron, the founder and CEO of Baron Capital, rubs shoulders with celebrities from Elton John to Jerry Seinfeld. 1,068 more words

Finance

Surviving the Peace

The more we distance ourselves from the events of 2008 it has begun to feel like we survived the war (08/09) but have been completely at odds with how to survive the peace (QE ad infinitum). 167 more words

Last Week in the Capital Markets: Equities Bounce, Bonds Simmer Down

After four consecutive down weeks, the S&P 500 Index returned 4.2% last week – its biggest weekly gain since January 2013. Earnings reports (IBM and Amazon were notable exceptions) were generally above expectations (75% beating versus 66% normally), but a rebound from last week’s bottom (a capitulation) helped. 702 more words

Economy

(P&I) The World Trader's Almanac

Drama. There are a large number of “economic unions” of countries that voluntarily regulate a favorable trade with each other; please see Figure 1 on the right. 1,661 more words

Capital Markets