Random Shots (Absolute Returns Partners Edition)

With so much going on at the moment and so many themes fighting to claim the main market discourse, I am in the mood for some random shots. First of all and to my continuing regret I have never actually got to thank Niels C. Jensen from Absolute Return Partners for the nice coverage . . . → Read More: Random Shots (Absolute Returns Partners Edition)

Bubbles and Macro Risk

Frederic Mishkin says not all bubbles are a threat to the economy (link):

“Nonetheless, if a bubble poses a sufficient danger to the economy as credit boom bubbles do, there might be a case for monetary policy to step in. However, there are also strong arguments against doing so, which is why . . . → Read More: Bubbles and Macro Risk

Further leveraging is not the right way to stimulate the economy!

To stem foreclosures and keep people in their homes in a socialist mind set is not enough, we need to have a free market based stimulus plan to get people to come back to the real estate market to ensure on-going prosperity. Our country’s and hence the global economic prosperity hinges on the continuing . . . → Read More: Further leveraging is not the right way to stimulate the economy!