America's Economic Future – A Discussion By Ted Kavadas
There has been an immense amount of material written about additional Quantitative Easing (QE2). Here are some of the works that I have found among the most interesting (although I don’t necessarily agree with what is being said): “Guidelines for Global Economic Policymaking,” (pdf) Gregory Hess, Shadow Open Market Committee, October 12, 2010 Investment Outlook, …
The following commentary and chart is excerpted from the October 14, 2010 ContraryInvestor.com commentary. I find it interesting in a variety of different ways, and it raises a lot of questions with regard to the stock market, consumer confidence, QE1, and QE2… _____ “We have not touched on consumer confidence for a good while, but …
Monday’s (August 9) Barron’s had an article titled “Time to Print, Print, Print.” The article provides an overview of the concept of Quantitative Easing (QE) in the context of our current economic situation. I don’t agree with many of its conclusions and insinuations, however. In particular, the article seems overly positive on the idea of …
It is interesting that there has been relatively little commentary on the increase of the 10-year Treasury yield. In my opinion the rise is significant in many ways. Perhaps chief among them is the fact that the yield has risen sharply (to a current 3.46%) despite a large-scale intervention designed to bring yields lower. This divergence is significant because it …