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The Fed DID NOT Save the Economy
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"QE started in September 2008 and TARP was passed in October 2008, but the stock market fell an additional 40%. Mark-to-market accounting was changed in March/April 2009 and that’s when the stock market and economy bottomed."
First Trust Portfolios L.P., October 12th 2015 , Brian S. Wesbury – Chief Economist
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...on Why He's Fighting the Fed,
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Bloomberg, October 20, 2015 , Wilbur Ross (Chairman of WL Ross & Co.),
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Asset Class Returns in Swiss Francs since 1950
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We share these two charts from the August newsletter of Hinder Asset Management, showing the evolution of various asset classes for the past 65 years, from the perspective of a Swiss investor, with and without foreign currency hedging.
Hinder Asset Management, E-News N° 49 / August 2015 , Dr. Alex Hinder
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Simple balanced portfolio strategies since 1995
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I can’t help but to admire these balanced portfolios. Simple and elegant in their asset allocation, easy to implement, highly liquid, transparent, low-cost; yet so profitable and consistent in their long-term results.
Investment Office, September 2015
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Applying Deep Learning to Enhance Momentum Trading Strategies in Stocks
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Working Paper, Stanford University, December 12, 2013 , Lawrence Takeuchi, Yu-Ying (Albert) Lee
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GDP per capita vs GDP per working age population: United States vs. Japan
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By only looking at GDP per capita one may easily miss the fact that Japan’s working-age population has been declining since the late 1990s.
The costs of deflation: a historical perspective, BIS Quarterly Review, March 2015
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Judging by real GDP, this has been the weakest of the five recent economic expansions...
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...But, divide GDP by the labor force and the current expansion is not at all unusual
Janet Yellen is No Mae West, Federal Reserve Bank of Dallas, March 9, 2015 , Richard W. Fisher
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Pyramid Distribution of US Equity Returns: 1825 - 2014
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American Tobacco and the Legacy of the Antitrust Laws
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An original member of the 12 stocks that made up the original Dow Jones Industrial Average in 1896 ceased to exist last month, though few people noticed. General Electric Co. is the only one of the original 12 members that remains in the DJIA.
Global Financial Data, June 2014 , Dr. Bryan Taylor, Chief Economist
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Don’t Worry About Asset Bubbles
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One of the Federal Reserve’s (Fed) current dilemmas is how to square its battle against deflation with investors’ fears of inflating asset bubbles. The former is part of the Fed’s mandate, the latter is not.
Oppenheimer Funds, September 3, 2015 , Krishna Memani, CIO
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