Tag Archive: FED QE

Market Thoughts – How About Secular Complacency ?

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The noisy minority continues to bleat … “secular stagnation”, “complacency”, crash, crash, crash is coming. “secular stagnation” was brought up by Larry Summers in December last year and I have been quite a… Continue reading

Father Knows Best ? Not Always – Market Thoughts

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Sometimes I wonder why life is so carefree for a child or teenager like my son. And so I drew it out. For him, things that he can control, he really cannot be… Continue reading

Hitting Reset Is The New Way Of Life – Back To Square One

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After witnessing your son graduate from elementary school, there will be an inevitable sense of loss for us. 12 years gone by with no reset button. That is much like the new way… Continue reading

Fed : Please Tell Us The Whole Truth and Nothing But The Truth.

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The unemployment rate has been the Fed’s pet peeve for QE3 so much that they are willing to keep buying up to USD 85 billion a month in US treasuries and agencies to… Continue reading

Its LaoZi Vs Santa Claus – China’s 3rd Plenum vs The Yellen Hearing

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For all the hype and expectations, the 3rd Chinese plenum of failed to produce a single firework. Instead we have the unveiling of a destination without a map to guide the markets. Way… Continue reading