2014 Fearless Forecast
It’s really embarrassing that it’s been almost two months since I began speaking about my thoughts for 2014, yet I have been unable to mass distribute them. Shame on me! So far, to those folks who have read them, the comments and questions have been great. Keep them coming! Regular readers of Street$marts and this blog won’t be surprised at most of the forecast, but I did throw in a few new items. As always, I had a lot of […]
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Date: February 21, 2014
Do NOT Taper
As difficult as it was at the time, quantitative easing (money printing) has now become an acceptable weapon in the Fed’s arsenal. Throughout my life, I was always taught, wrongly so, that printing money always leads to inflation and sometimes hyperinflation. And that all we needed to do was look at the Weimar Republic or Argentina or most recently Zimbabwe for examples of a currency gone rogue. When the Fed cut rates to essentially zero, critics and Doomsdayers came out […]
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Date: December 18, 2013
The Most Unloved Investment
Last Wednesday, I participated in an interesting discussion on CNBC’s Closing Bell regarding what I consider to be the most “unloved” investment. Most continue to scratch their heads as to why they haven’t cratered with the trillions of the dollars our Fed has created over the past few years. But there are bigger stories at play. For years, most have thought that inflation would really kick into high gear, but that certainly hasn’t happened. You may have seen it at […]
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