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.
MishTalk
AUGUST 6, 2013
Case Against The Fed. Reader Question: Does the Fed Balance Sheet Properly Reflect QE Announcements? The feds balance sheet doesnt reflect it. The balance sheet was up $720 billion from Aug 1, 2012 to Aug 1, 2013 ($309B in treasuries and $393B in MBS) but that is only $60B per month. Home Builders.
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MishTalk
JUNE 26, 2013
Case Against The Fed. Bernanke says the US economy is solid enough that the Fed can begin tapering its balance sheet purchases later this year. Given the stock and bond market bubbles the Fed has created, the Fed of course should taper (not that it should ever have expanded its balance sheet in the first place).
MishTalk
JUNE 28, 2013
Case Against The Fed. An alleged "worst case scenario" shows the FHA could lose as much as $115 Billion. Since these worst case scenarios are always famously optimistic, the best course of action would be to shut the agency down. But with the collapse of the housing market in 2007-08, much of that business returned to the FHA.
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. This Week in Money Interview.
MishTalk
JULY 2, 2013
Case Against The Fed. Here are some examples: Gold and silver in the 1980s, tech stocks in 2000, housing in 2005, the stock market in general in 2007 and arguably again (this time on the misguided belief the Fed has the markets back and nothing can go wrong). 2011-04-23: Syndicated Interview on Canadian Radio - My Segment Starts 29:31.
MishTalk
JULY 10, 2013
Case Against The Fed. Participants also described their views regarding the appropriate path of the Federal Reserves balance sheet. 2011-04-23: Syndicated Interview on Canadian Radio - My Segment Starts 29:31. This Week in Money Interview. 2011-03-29 - Sound Money Interview. December 2007 (69).
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