Tag Archives: FED

Trade the narrative but dont buy into it

Narratives are all around us – none more so than the equity market in which I am but one of many participants. Narratives or as many of the synonyms above like- tales, stories, portrayals etc etc can be very entertaining and … Continue reading

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Why Goldbugs were wrong about QE…………… for now

It is with interest that I saw some charts recently that I thought would be good to share and why I believe the current state of Inflation is not running away with itself as predicted by all the Goldbugs, and … Continue reading

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Once more into the fray

It has been some time since this author has posted and can only put that down to the rather pesky explanation of being caught up in having to earn a living, but just when I thought I was out it … Continue reading

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We need a new normal

Yesterday was an important day, the first signal from the US FED that they are willing to reduce and if possible remove altogether stimulus for the economy. There has been much said about tapering back of purchases of bonds over … Continue reading

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Give Bernanke and Co. the conch

Many of you will remember the book the “lord of the flies.” In it, the stranded youths attempt to¬†institute¬†some kind of order at meetings by only allowing the holder of the “conch” to speak. Human nature being what it is … Continue reading

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Are you a hawk or a dove?

Observers of central bankers actions are forever trying to interpret the comments of the players involved to decide whether they are a hawk or a dove. In simple terms the difference between being “hawkish” and “dovish” is below: Hawkish: Concerned … Continue reading

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