Comments
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TSGood insight, pretty darn accurate 13+ months later. Most look backs are off 30-40% but this interview still holds water and recent developments (Brexit, Italian referendum, growing cracks in banking) add fuel to his argument.
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DDOf course recessions are healthy. It’s the artificial boom that isn’t. And of course we wouldn’t have recessions in the form of massively diocoordinating busts were it not for said booms. End the Fed.
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NGBut hasn't all this been discounted in the market place yet. Great stuff from RVTV team
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DHInteresting. Worth listening to. NZ not doing QE. And has not.
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BKComment around 14:30 to go has Reserve Bank of Australia (RBA) and the NZ equivalent doing QE and indicating more. These have cash rates of 2% and 2.5% respectively. Not doing QE to my knowledge
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rs@Michael: Think the fund that he’s talking about, is only CHF 15 Mio. Perf. is OK, given the fact that they are investing in miners, energy&commodities, 9% DD in the last 2 years seems quite good
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MKNot sure his ideas are working. He manages 10m and hasn't earned one single dollar for his investors since the launch of his fund two years ago... that's according to the factsheet on his website.
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GCSnyder has read thru 900 plus pages of FOMC meeting data to show how the Fed has missed/ignored the Euro D, and explains how their continued policy errors relate to that mistake/neglect. Over&Out,,
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GCStoeferle's use of the Eurodollar mkt to bet against the dollar is interesting. Jeffrey Snyder thru his writings has reinterpreted financial history since Bretten Woods through Eurodollar reasearch
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TJMost interesting insights on many key issues. Not sure if he is right about inlfation versus deflation but would love it if he is.
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NFAgree very much with the direction of thinking but time horizon is much too short. Dalio is talking about losing faith in the dollar "in a few years". Until then I stick with the deflation trade.
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AENot buying the negative rate narrative. FOMC has always done the unthinkable when it comes to raising/lowering rates. More hikes coming...
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PSAgain RVTV interviews someone who is ahead of the curve. Great forecasting on what will be the outcome of BOJ easing today. US rates to be negative soon!
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tWJapan rate news today flatters your discussion of negative interest -- talk about good timing .
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TMI like the contrarian dollar thoughts over medium/long but what would be the catalyst in the short term reversal before FOMC in march?
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GTRecession? Normal ? Healthy ? Good? Grant /Grant interview suggested same hypothesis.. mmmmm. something to think about