Some fun with the Fed’s Enhanced Financial Accounts data.
By: Matthew C Klein
But central bankers now want to make Wall St poorer…
By: Paul Murphy
Debunking (again) the so-called “Fed model” for equity valuations.
By: Alexandra Scaggs
Go long the Nasdaq if you want to rub shoulders with every single other fund manager.
By: Kadhim Shubber
On a relative basis they have almost never been cheaper.
Cashing out of stocks after prices have dropped can make a lot of sense if you’re worried that incompetent policymakers are about to drive your country into a repeat of the Great Depression.
Lots of money chashing expensive assets generally doesn’t end well.
The VIX is low… too low.