With Operation Twist ending, what’s the Fed likely to do today? Are there any new signals that the Fed is likely to send about monetary policy for the next 6 months? The Fed has shown …
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LEN reported better than expected results on most metrics, the stock was intitally trading up over 3% pre-market prior to the conference call. The stock is now trading down about 2.25%, which for now is …
Continue readingWith central bank policy a mainstay in the market for at least the next 6 months, my focus has shifted to the winners and losers from that policy. Who are the potential winners and losers …
Continue readingHere is a good chart courtesy of Brad DeLong’s blog on decomposing the components that contribute to GDP, going back to 2000: Since the March 2009 low, exports and business investment have been …
Continue readingDan, CC, and I still think QE3 is no guarantee this year. We mentioned in QuickHits during Bernanke’s conference call why we thought that was the case, but I want to recap those thoughts here. …
Continue readingSeeking Alpha Today’s Markets In Asia, Japan -0.7% to 9448. Hong Kong +0.4% to 22508. China -0.2% to 2701. India -0.0% to 18266. In Europe, at midday, London -1.2%. Paris +0.3%. Frankfurt +0.1%. Futures at …
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