QE Did Not Work in the UK

Nov 3, 2010 | Banking, Europe, Monetary Theory

This is a quarter you’re going to hear about Quantitative Easing.

I hate it.

It’s my belief the increased money supply will stay on the books of the banking industry to offset any potential commercial real estate downgrades they’ll be making in the future.

From the banks’ point of view, it makes perfect sense. For you and me, not so good.

How did QE work in Japan and the UK? Not well at all.

 

CLICK FOR FULL ARTICLE – QE DID NOT WORK IN THE UK

QE2

Oct 20, 2010 | Interest Rates, Market Commentary, Monetary Theory

Quantitative Easing ( known as QE 2 amongst friends) is coming this quarter. In my opinion, it’s being priced into the markets already.

What is it? A scheme by which the money supply is increased and hopefully starve off deflation and boost the economy.

Sorry, I’m not buying it.

CLICK FOR FULL ARTICLE – QE1 FAILED, WHY WILL QE2 WORK

CLICK FOR FULL ARTICLE – FED’S STRATEGY OF GETTING RETAIL INVESTORS INTO STOCKS VIA QE2 WILL FAIL

 

Quantitative Easing

Oct 6, 2010 | Monetary Theory

The title of the article below is

“More Proof That Our Leaders are Clueless…”.

I’m sure I’m quite that pessimistic, but I’ve been persuaded by the side of the argument that the additional cash reserves that will probably be released into our system will simply be held by the banks and not accomplish what it’s intended.

I’m pretty unimpressed with the Fed.

CLICK FOR QUANTITATIVE EASING ARTICLE

 

Ten Things Making Me Nervous

Sep 23, 2010 | Asia, Banking, Europe, Interest Rates, Monetary Theory, Taxes

If you look back at my 3rd Quarter Preview (here) I mentioned I forecast the 3rd quarter would be up. That’s proving to be a great move (if I do say so myself).

But what makes me nervous?

This article sums up a lot of my feelings.

Does that mean I’m bearish for the 4th Quarter?

I guess you’ll have to wait until my 4th Quarter preview in a couple of weeks to find out.

Click on this link for FULL  ARTICLE

 

Inflationary Period Decisions

Sep 15, 2010 | Interest Rates, Monetary Theory, Videos

Last week I talked about recommendations assuming we’re in a DEflationary period.

This week I give suggestions for how to invest in an INflationary period.

Oh yeah, lots of good stuff in my videos (if I do say so myself).

Listen to my video below.

 

Deflationary Period Decisions

Sep 9, 2010 | Interest Rates, Monetary Theory, Videos

At the beginning of the year most economists were predicting an inflationary period.

They were wrong.

This week I give suggestions for how to invest in a DEflationary period.

Next week I take the opposite view and say “how should you invest if it’s actually an inflationary period?”. Hilarity ensues of course. Okay, maybe not.

Listen to my video below.