Recent Posts - page 2
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TSP Smart: The Big Pivot
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Fire
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Silicon Valley Bust
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TSP Funds: Quicklook 10 March 2023
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The Calm Before the Storm
Doug writes: So, why would risk premiums and indicators remain sanguine in the face of a yield spike and hawkish reassessment of Fed rate policy? Phrased differently, what is holding back “risk off” dynamics? A Friday evening Bloomberg headline: “Blaring… Read More ›
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Perils of Unsound Money
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Most Disappointing Recession Ever
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Monetary Inflation Run Amok
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Powell is No Volcker
Powell Wednesday needed to push back firmly against speculative markets, against the legacies of Greenspan and Bernanke. After printing $5 TN, he should have demonstrated a modicum of policy symmetry by at least leaning against the “echo Bubble.” It was astonishing to see Powell instead throw fuel on a major short squeeze and dangerous market instability.
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Fighting Inflation Complacency