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June 2013
This Week on TRB
Here were the most read posts on TRB this week, in case you missed them: Just so you know. Why the Super-Rich Love Bubbles The Tape is Exhausted Are You Ready for Dow 150,000? What’s wrong with you?
Clips from Tonight’s Fast Money
Here’s why the Fed is in no rush
Aside from a few pockets speculative asset prices (mortgage REITs come to mind), the Fed really does have plenty of time to use its mouth rather than its actual policy toolkit. One way of demonstrating this is to look at Core Inflation, as Dave Wilson’s recent Chart of the Day does. Looking at inflation growth…
Scott Minerd: This is where 10-year yields “should” be
Guggenheim Chief Investment Officer Scott Minerd has made no secret of his distaste for the relentless central bank intervention of the modern era. Here he shows us just how distorted things have gotten since the Chairman went into overdrive in 2011: Economic Fundamentals Suggest Higher Yield Historically, the real yield on 10-year Treasuries has closely…
Kate Upton and the Rise of the Curvy Consumer
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Chart o’ the Day: A Higher Low, but….
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Hot Links: Reaching for Theories
Your morning financial links, expertly curated.
Hilsen-rescue
No sooner had the tape begun to show signs of exhaustion after a few rough days than the Fed leaks its latest hug-n-kiss combo to buyers of risk assets via the anointed high priest of Fed Whispering, Jon Hilsenrath: Fed Likely to Push Back on Market Expectations of Rate Increase the Fed is talking…
Clips from Today’s Fast Money
Heavy Japan on the show today. Scott plays devil’s advocate because all four of us agree that the upside here is still to come despite the recent correction. I never like being in agreement with three other traders, but what are you gonna do?