Tag Archive: Zero interest rate policy


The Stock Twits did a great job on the never ending Quantitative Easing . As T.S. Eliot said The end is where we start from.A

Below are nine points  believe are the key going forward:

  1. The Fed is not uncomfortable yet with the level of market speculation, complacency and asset price reflation – but it is totally and completely aware of what we’re up to.
  2. The castigating rhetoric of hedge fund managers emanating from both Sohn and SALT, whose tongues loll out of their mouths from their break-neck pursuit of the runaway benchmark indexes, has not been lost on the FOMC. Voting members are not only aware of the effects their policies are having, they are aware of the perceptions surrounding them as well. Continue reading

An Open proposal

Here is an expression of open proposal someone who could understand these priceless charts :

  1. You make the impossible possible
  2. Cost/time.whatever it takes – I don’ think you are great, I think you’re fantastic for what you’re supplying my demand inelastic.
  3. The Monopoly you have on my heart is all natural
  4. Our risk default is zero
  5. The S&P was in red but I wasn’t blue becoz I shorted the market and went long on you.
  6. Consumer confidence – Is 100% expectations about 6 months ahead 100% about current conditions.
  7. More & more each day
  8. I will never be Bernanke and you’re the Perp . Becoz where you are involved I can’t adopt a Zirp
  9. The love game theory – The optimal strategy is obvious
  10. The marginal returns of spending time with you will never diminish
  11. Irrational, asymmetric love is so foolish. But I could care less, IF you’re stock then I’m bullish.
  12. Economists in the pick you club – me/ me .
  13. How trading and exchange ideas over dinner would expand our set of consumption opportunities.

This was my  valentine post which I thought one of the best post of this year :-

 

Let me revisit the basics on Yield spreads, that whether Yield spreads can judge the risk environment in an economy ?images

Yield spreads are good tools to judge the risk environment in an economy a lower yield spread means that the issuer of debt is in a situation to demand loans at a lower spread above the yield of government security which in turn shows the presence of ample liquidity.

As far as economic growth is Continue reading

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