Doug Noland: Market Structure in the Crosshairs
Rather than “Ring a Dot-Com Bust Alarm Bell,” it was the systemic risk bells that began chiming this week.
Recent Posts
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TSP Smart: Quicklook 20 January 2022
Do not try to catch falling knives.
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TSP Smart: It’s Now or Never
Either the market bounces here or it goes into correction.
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Doug Noland: “You have to shock the markets”
Henry Kaufman was interviewed this week for an article by Bloomberg’s Erik Schatzker: “I don’t think this Federal Reserve and this leadership has the stamina to act decisively. They’ll act incrementally. In order to turn the market around to a more non-inflationary attitude, you have to shock the market. You can’t raise interest rates bit-by-bit.”
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TSP Smart: Truth Speaks
If you want to understand 2022 before it happens and everyone starts pointing fingers, start here with Doug Noland’s Issues 2022.
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TSP Smart: It’s the Fed’s Bubble
It’s getting stupid out there again
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TSP Smart: Let the Reckoning Begin
To get pragmatic, the market is finally starting to react to expectations of higher interest rates in 2022… much higher.
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Doug Noland: 2021 Ran Wild
Add Trillions of system liquidity after home price inflation has attained momentum – with mortgage rates held down to a fraction of housing inflation rates – and the Fed confirms lessons from the “Great Financial Crisis” went unlearned. Housing Bubble excess running wild…
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Off Subject: Plot Twist
We have heard opinions that maybe the leadership wanted delays so the rioters could stop the counting. Or maybe it was an internal delay by some General. But Heather Cox Richardson explains new information.
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TSP Smart: Quicklook 2021
The 2021 story of 3 funds in a chart