four
5,087 posts
msg #129705
- Ignore four
modified |
7/9/2016 10:52:12 PM
http://finance.yahoo.com/news/thing-top-central-banker-told-000000371.html
Race to the bottom (interest rates)...
Bass didn’t name the central banker he met, but he noted that he was “one of the four top central bankers in the world.”
“But it was one of those moments where I…it was one of those epiphanies almost, where it’s something you and I knew, but hearing him say it….it was a jarring experience for me, because when I look around the world today, everyone’s in the same boat. So we’re all trying…we’re attempting through our Treasury and our Fed to get the rest of the world to not devalue against us, while we quietly attempt to devalue ourselves against them, and it’s all this…it is the race to the bottom, it is the beggar thy neighbor policies that we all talk about. And I believe that there is no way out.”
In the aftermath of the financial crisis, central bankers around the world unleashed ultra easy monetary policy. One of the efforts involved the Fed making large-scale purchases of bonds, aka quantitative easing. Eight years later, interest rates are still at or near zero, and in some cases, negative.
In the end, Bass thinks central bankers will move to an even more aggressive easy policy referred to as helicopter money.
Meanwhile the inflation in healthcare costs, stock prices and education costs go through the roof.
https://fred.stlouisfed.org/series/AMBSL
https://realvisiontv.com/
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four
5,087 posts
msg #129709
- Ignore four |
7/10/2016 2:24:11 AM
http://www.hussmanfunds.com/wmc/wmc160704.htm
July 4, 2016
Head of the Snake - The Poisonous Gap Between Paper Wealth and Real Wealth
John P. Hussman, Ph.D.
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four
5,087 posts
msg #129712
- Ignore four
modified |
7/10/2016 2:13:46 PM
http://www.bloomberg.com/news/articles/2016-01-19/hedge-fund-that-called-subprime-crisis-says-yuan-should-fall-50-
Corriente Advisors
Mark Hart
Yuan should fall 50%
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http://www.marketwatch.com/story/investment-firm-that-called-the-2008-09-crash-doesnt-like-most-stocks-or-bonds-2016-07-08
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four
5,087 posts
msg #129954
- Ignore four |
7/21/2016 1:26:44 PM
http://traderhq.com/best-trading-blogs/
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push5280
201 posts
msg #129959
- Ignore push5280 |
7/21/2016 6:21:05 PM
Great stuff Four, thank you
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four
5,087 posts
msg #129963
- Ignore four |
7/21/2016 11:51:43 PM
welcome
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four
5,087 posts
msg #129987
- Ignore four |
7/22/2016 3:35:04 PM
Pairs Trading
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four
5,087 posts
msg #129990
- Ignore four |
7/22/2016 3:57:20 PM
http://www.bloomberg.com/gadfly/articles/2016-07-22/don-t-be-fooled-by-that-12-5-rally-in-junk-bonds
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four
5,087 posts
msg #129998
- Ignore four |
7/22/2016 7:53:12 PM
https://www.youtube.com/channel/UCdnzT5Tl6pAkATOiDsPhqcg
Chat with Traders
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four
5,087 posts
msg #130009
- Ignore four |
7/23/2016 5:51:35 PM
https://www.coursera.org/learn/computational-investing
About this course: Why do the prices of some companies’ stocks seem to move up and down together while others move separately? What does portfolio “diversification” really mean and how important is it? What should the price of a stock be? How can we discover and exploit the relationships between equity prices automatically? We’ll examine these questions, and others, from a computational point of view. You will learn many of the principles and algorithms that hedge funds and investment professionals use to maximize return and reduce risk in equity portfolios.
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