So folks, we are not only at another critical juncture in the economy, but at a point we have been at before. For yesterday the Federal Reserve signaled we will be going back to the future…through another round of economic stimulus (QE3). So let us place ourselves in the shoes of Marty McFly and consider: to understand the future, we need to go back to the past. » read more
Posts Tagged ‘risk appetite’
Back To The Future
What Would Winston Do?
In times of market turbulence like this, I find it useful to do two things: make simple observations, and seek solace in the wisdom of others. So this week I have turned to the most voracious voice of reason, Winston Churchill, to help me make some sense of this all. This is what he has told me: » read more
Pops and Drops
The title of this post would have been much funnier (maybe) if I had actually appeared on CNBC’s (Pop ‘n Droptastic) Fast Money as I was going to – but instead I was on Power Lunch (which although great, makes this title just a little less appropriate). But does this dissuade me? Heck, no - I am pushing on through regardless to illustrate some pops and drops that have been served up by financial markets in the last few days. The turmoil in MENA* ( = Middle Eastern and North Africa) has flipped markets around like a pancake – some have headed ceiling-bound and stuck, and some have crumbled in a pile on the floor. Here are some examples of both. » read more




