Diary of a Financier

Posts Tagged ‘Fiscal Policy’

Top Newsstuffs (April 4-10)

In Bookshelf on Sun 10 Apr 2016 at 06:00

Top reads from the week that was… Read the rest of this entry »

What is Janet Yellen’s Fed thinking?

In Economics on Thu 24 Sep 2015 at 15:29

In addition to global economic entanglement (read: China I & II), Janet Yellen and the Fed’s decision to defer its first rate hike in 9-years must have considered market-derived signals that are troubling for the US growth outlook.  What’s more is that these indicators have reached levels that prompted Fed intervention (i.e. QEs & OT) in prior years… Read the rest of this entry »

On the SPX correction & China

In Capital Markets, Economics on Wed 2 Sep 2015 at 17:40

Everyone trivializing the Fed’s (expected) upcoming rate hike needs to stop being so ideological, stubborn, obtuse, etc… Read the rest of this entry »

Top Newsstuffs (March 16-22)

In Bookshelf on Sun 22 Mar 2015 at 05:26

Top reads from the week that was…

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The most important post on Europe you’ll read this year

In Capital Markets, Economics on Thu 9 Oct 2014 at 17:24

There’s a lot of bad news being thrown at the market right now.  Most of it is of the garden variety, those constant fixtures in the everpresent wall-of-worry.  Euroskeptics are perhaps the loudest of the lot right now.  This ilk is framing a much different narrative for Europe than objectively exists, but they’ve managed to talk-down European markets — not to mention the rest of the world.  ‘Uncertainty is the mother of opportunity’ (or something like that), and there’s a particularly attractive entry point in European equities right now.  We are buying Europe ($HEDJ)…

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Top Newsstuffs (August 25-31)

In Bookshelf on Sun 31 Aug 2014 at 06:08

Home on the range… Read the rest of this entry »

Top Newsstuffs (August 18-24)

In Bookshelf on Sun 24 Aug 2014 at 06:00

Maine Street…

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Top Newsstuffs (July 7-13)

In Bookshelf on Sun 13 Jul 2014 at 07:06

First Cape weekend of the summer…

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Top Newsstuffs (June 23-29)

In Bookshelf on Sun 29 Jun 2014 at 06:08

Last week’s [lack of] news apparently spilled-over into this week, because I found a lot of interesting tidbits…

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Top Newsstuffs (June 16-22)

In Bookshelf on Sun 22 Jun 2014 at 06:17

Not a lot of links this weekend.  Despite the FOMC meeting, I didn’t think much was news-worthy… Read the rest of this entry »