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

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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Balance Sheet Analysis Trends Real Estate 68

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).

Balance Sheet 68

Balance Sheet Real Estate Financial Advertising 68

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. Time Magazine : Best 25 Financial Blogs. This Week in Money Interview. Home Builders.

Analysis 74

Analysis Trends Real Estate Case Interview 74

MishTalk

JULY 2, 2013

Case Against The Fed. Anyone recall Time Magazine going "gaga" over housing, using exactly that word on the cover? In June I announced Its time to shift the arrow on the basis of Time Magazine going gaga over real estate. Time Magazine : Best 25 Financial Blogs. This Week in Money Interview. Home Builders.

Trends 63

Trends Analysis Real Estate Financial 63

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 10, 2013

Case Against The Fed. Participants also described their views regarding the appropriate path of the Federal Reserves balance sheet. Time Magazine : Best 25 Financial Blogs. 2011-04-23: Syndicated Interview on Canadian Radio - My Segment Starts 29:31. This Week in Money Interview. Home Builders.

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Real Estate Financial Policies Advertising 61