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Daily Archives: March 12, 2012
M2 money velocity plunges most since 1959
Pimco’s Bill Gross tweets this afternoon that the Fed is contemplating an announcement next month of QE3. He cites no source or evidence other than the assertion that the Fed will be forced to keep buying bonds that no one … Continue reading
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Rethinking Portfolio Construction and Risk Management
An excellent piece was sent to me on the weekend from Bradley A. Jones, analyst at Deutsche Bank, entitled Rethinking Portfolio Construction and Risk Management. A valuable read free from the everyday shark chum so ubiquitous in portfolio management theory. … Continue reading
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Good explanation of the harmful structure of Central Banks
This clip was recorded a year ago, but the comments remain pertinent today. One comment I disagree with is Hudson’s idea that only a democrat could have got Ben Bernanke re-apppointed as Fed Chair. After all, it was Bush and … Continue reading
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