Silver as an investment

Category Archives: FED

Fed’s Kaplan Admits Stock Valuations Are Elevated, But He’s Not Worried For One Reason

There were two explicit warnings about stock market valuations in the latest Fed Minutes: first, the Fed warned that “vulnerabilities associated with asset valuation pressures had edged up from notable to elevated, as asset prices remained high or climbed further, risk spreads narrowed, and expected and actual volatility remained muted in a range of financial […]

The Stock Market Bubble is So Big Even the Fed’s Talking About It / Graham Summers / August 17, 2017 The Fed confirmed yesterday that stocks are in a bubble. Lost amidst the usual Fed-speak about inflation and other items were the following nuggets. 1)   “Equities” (read: stocks) were the primary reason the Fed discussed financial stability risks. 2)   The Fed raised its assessment of financial stability from “notable” […]

Stocks, Dollar & Yields Sink After Fed Warns Of “Elevated Vulnerabilities” From High Asset Prices / by Tyler Durden / Aug 16, 2017 2:27 PM The initial reactions wre modest but directionally ‘correct’ given the dovish bias to the Fed Minutes – stocks are up, bonds are up (lower in yield), and the dollar is down. But then traders read the warnings that due to excessively easy financial conditions, “a tighter monetary […]

Absurd Inflation Discussion by Fed Jackasses / Mike “Mish” Shedlock / August 16, 2017  Minutes of the July 25-26 FOMC Meeting show internal concern over the Fed’s inability to hit 2% inflation. I counted 89 instances of “inflation” and 79 instances of “2”. As sub-categories of 2, there were 27 instances of “2 percent” and eight instances of “below 2”. “Longer” came up […]

FOMC Minutes Signal Balance Sheet Normalization Begins In September, Most Saw Inflation Pick Up / by Tyler Durden / Aug 16, 2017 2:03 PM Since the July 26th ‘nothingburger’ FOMC statement, Nasdaq is down but bonds and bullion are higher as domestic politics and global war have trumped monetary machinations. All eyes in today’s Minutes will be on any mention of inflation and the balance sheet. The Fed sees inflation “picking up over […]

The Inflation/Deflation War Heats Up – What It Means For Gold And The Fed / August 16, 2017 As we move through the middle of the month of trading in August, the inflation/deflation war is heating up.  Importantly, what this will mean for gold and the Fed. Inflation, Deflation And Gold August 16 (King World News) – Here is what Peter Boockvar noted as the world awaits the next round of monetary madness:  Bottom line […]

FLASH: Wall Street Journal acknowledges gold leasing and swaps question … /  by cpowell on Fri, 2017-08-11  … but never actually puts it comprehensively to any Federal Reserve or Treasury Department official. * * * In the report appended here the newspaper gets a Fed official to say that the Fed does not lease the gold of other nations. Well, of course not. But do those […]

How to Cash In When the Fed’s Sweetheart Deal with the World’s Biggest Banks Turns Sour / by Lee Adler via Money Morning / August 10, 2017 I recently showed you why “don’t fight the Fed” is likely the most profitable investment advice you can get. Now I’m going to show you why it works so well. And while I do that, I’m going to blow the door off the hinges and expose how the Federal Reserve‘s outsized influence […]

What Happens If We Get a Recession? / BY JARED DILLIAN / AUGUST 10, 2017 If you are in the business of forecasting the stock market, you have to think about a concept known as spot-dependency. You might have heard of skew, where out-of-the-money put options are more expensive than out-of-the-money call options. That’s (partly) a function of spot-dependent volatility—if the market declines to […]

Why We’re So Risk-Averse: “We Can’t Take That Chance”

Authored by Charles Hugh Smith via OfTwoMinds blog, If our faith in the future and our resilience is near-zero, then we can't take any chances. You've probably noticed how risk-averse Hollywood has become: the big summer movies are all extensions of existing franchises–mixing up the superheroes in new combinations, or remaking hit films from the […]