MishTalk

AUGUST 7, 2013

Case Against The Fed. Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation? Fed Balance Sheet vs. Stock Market. The risk premiums of risky securities have become unsustainably compressed in the process, and the Feds balance sheet has metastasized to $3.5 Abolish The Fed Sign the Petition.

Balance Sheet 75

Balance Sheet Marketing Real Estate Financial 75

MishTalk

JUNE 27, 2013

Case Against The Fed. It can increase buying appetite on the upside (limited information gives us greater scope to assume best-case scenarios) and it hurts prices on the way down (uncertainty rises dramatically and worst-case scenarios become plausible). Perhaps last week was a case in point. Home Builders.

Analysis 70

Analysis Trends Real Estate Banking 70

MishTalk

JULY 2, 2013

Case Against The Fed. Inquiring minds may be interested in this flashback from Barry Ritholtz originally written published June 2005 and republished March 27th, 2011 on The Folly of Forecasting. A Summer 2005 cover marked the secular peak in housing. A Summer 2005 cover marked the secular peak in housing. Home Builders.

Trends 63

Trends Analysis Real Estate Financial 63

MishTalk

JULY 10, 2013

Case Against The Fed. Going forward, he viewed it as particularly important for the Committee to monitor price developments closely and to adapt its policy in response to incoming economic information. Participants also described their views regarding the appropriate path of the Federal Reserves balance sheet.

Real Estate 61

Real Estate Financial Policies Advertising 61