Follow
____________________________
Monthly Archives: June 2013
Are low rates cyclical or structural?
With asset markets selling off across the globe this morning, the multi-trillion dollar question is whether US Treasuries (as a benchmark for other interest rates) are now breaking into a new cycle of higher rates, or whether yields will continue … Continue reading
Posted in Main Page
Comments Off on Are low rates cyclical or structural?
Copper: a portrait of the boom and bust
This long-term chart of copper reflects the leverage-fueled boom and busts since our secular bear began in 2000. The latest “QE bubble” for copper peaked in 2011 and since then Dr. copper has been beckoning still over-priced stock markets lower … Continue reading
Posted in Main Page
Comments Off on Copper: a portrait of the boom and bust
Is the Fed ready to acknowledge it is creating asset bubbles again?
Today the news is all a flutter about what the Federal Reserve may do and say about the path of its aggressive monetary program. Some talking heads are suggesting that the Fed will not pull back because the economy is … Continue reading
Posted in Main Page
Comments Off on Is the Fed ready to acknowledge it is creating asset bubbles again?
;
