Category Archive for "Economy" | John Rothe | Portfolio Manager, Quant, Tech Geek, And Sometime Superhero To My Kids

I’m turning Japanese, I think I’m turning Japanese, I really think so

I'm turning Japanese I think I'm turning Japanese I really think so Turning Japanese I think I'm turning Japanese I really think so I'm turning Japanese I think I'm turning Japanese I really think so Turning Japanese I think I'm turning Japanese I really think so -The Vapors Sound familiar: The Bank of Japan cut its discount rate from 9% in 1980 to 4.5% by 1986. At the behest ...

Bank of America, The Fed, & Jackson Hole

Aug. 24 (Bloomberg) -- Michael Holland, chairman of Holland & Co., talks about the prospects for another round of quantitative easing by the Federal Reserve and the role of the Fed in stemming the 2008 crisis in the financial markets. Holland, speaks with Erik Schatzker, Deirdre Bolton, Jon Erlichman and Sara Eisen on Bloomberg Television's ...

Is QE3 Right Around The Corner?

The chances of a double dip recession are getting greater and greater. Last year, Bernanke used the speech at Jackson Hole to hint about the second quantitative easing program (QE2) and the program was officially announced later in November. After that, the US stock market rallied: A very similar stock market pattern seems to be emerging. Notice ...

What Will REALLY Happen If The US Defaults

In my most recent newsletter, I discuss the chances of a US default and what will happen. The media's 24-hour news cycle has been focused on the debate over the debt ceiling. US Treasury Secretary Timothy Geithner has given members of Congress until August 2nd to figure it all out. If you are interested in receiving ...

Congress And The Stock Market

While going through some old files, I came across a great paper by Michael Furguson, from the Department of Finance at the University of Cincinnati, and H. Douglas Witte, from the University of Missouri, discussing the effect Congress can have on the stock market. They found that the "Congressional Effect" produces more the 90% of ...

Housing Market Double Dips

I've been saying for months that housing will continue to decline. It's now official that the housing market has hit a "double dip" - meaning after a brief rebound, housing prices are now lower than they were in 2009. What really stands out to me is over 1/3 of properties on the market are bank ...

The Saudis Are Lying To Us

Wow, just wow. I saw this article posted at the Business Insider and I felt the need to re-post it. Remember how the Saudis said they would come to the rescue and pump out additional oil to make up the difference from Libya? I also mentioned in my March podcast: ... Saudi Arabia has stated that they ...