Stock Market, Economics, Equity Analysis
May01
I mentioned two weeks ago a black swan for the fall is the Fed INCREASING QE – rather than the popular thought it will be tapering. Today's FOMC statement for the first time included the word "increase (or reduce)" asset…
Apr25
Since the most important thing in financial markets these days has little to do with economic, earnings, revenue or margins but rather knowing tendencies of your global central bankers, it is best to know all about the presumed next Fed…
Apr22
After the infamous hashtag #grexit to represent Greece exiting from the EU, let me be the first to stake the claim to #Benxit as it appears closer by the day. Normally this would cause the market to panic but considering…
Feb22
As expected, the Fed saw that even the most minor of divisions in the minutes would cause heartache in the investing community and above all else the central bank is now about not disappointing markets. As has often been said…
Jan23
The Federal Reserve releases its full minutes with a 5 year delay. While it is easy to say "can't believe they missed this or that" with hindsight as our ally some of the things they did miss, with their role…