Jesse's Café Américain

"You have accepted things you would not have accepted five years ago, a year ago, things that your father, even in Germany, could not have imagined. Suddenly it all comes to be, all at once. You see what you are, what you have done, or more accurately what you haven’t done. For that was all that was required of most of us: that we do nothing. You remember everything now, and your heart breaks. Too late. You are compromised beyond repair."
Milton Mayer, They Thought They Were Free

Showing posts with label bond bubble. Show all posts
Showing posts with label bond bubble. Show all posts
10 June 2015

Fragility: What Has the Watchers Worried In the US Debt Markets

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As you know I am on the lookout for a 'trigger event' that might spark another financial crisis, given the co...
13 February 2015

Gold Daily And Silver Weekly Charts - New All Time Highs - We're Flying!

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  Nothing else matters now, because We're flying!!   This is the combined pr...
29 April 2013

The Irresponsibles: The Bubble In Financial Assets Paper and Bernanke's Policy Errors

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Here is the failure of the Fed as monetary policy and regulator with greatly expanded portfolio in one picture assuming that one remember...
27 February 2012

Performance of Stocks, Bonds, and Gold In an Inflationary Environment

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Jeremy Grantham's GMO group has produced an interesting study showing the performance of three asset classes against inflation. I th...
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