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EconLog: Library of Economics and Liberty: Financial Markets vs. Kling
Marginal Revolution: Are stock and bond markets contradicting each other?
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RT @derekhernquist: RT @Covel: Grt article from PIMCO abt behavioral finance trumping fundamentals: http://tinyurl.com/yagw8wy $$ 15 days ago |
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I'm late, but still must read RT @Covel: Grt article from PIMCO abt behavioral finance trumping fundamentals: http://tinyurl.com/yagw8wy $$ 15 days ago |
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RT @Covel: A great article from PIMCO about behavioral finance trumping fundamentals: http://tinyurl.com/yagw8wy 15 days ago |
Financial Markets vs. Kling
EconLog: Library of Economics and Liberty —
Paul McCulley writes , a bull flattening bias of the Treasury curve, with longer-dated rates falling toward the near-zero Fed policy rate, can be viewed as a consensus view that the level of the output/unemployment gap plumbed during the recession is so great that disinflationary forces in goods and services prices, and perhaps even more important, wages, will be in train, even if growth surprises on the upside. Pointer from ...
Are stock and bond markets contradicting each other?
Marginal Revolution —
... Stocks are doing well yet interest rates remain low and flat. What's up? John De Palma sends along this very interesting analysis by Paul McCulley. Excerpt: ...
Weekend Linky Dinks
UpsideTrader —
... you weren’t run over by a truck last week, your job was saved. The rate now stands at 10.2%, probably more like 17% though if you really peel back the onion.. The indices all managed a gain of over 3% for the week, gold hit all time highs, and despite all the fanfare that the greenback was ready to roar higher, it managed to end lower for the week. The trading range continues. Have a great weekend and enjoy the links. The billion dollar airbag. The buy and hold song. Pick your letter and make your bet. The Goldman boys. Gotta raise? Your job was ...
The Uncomfortable Dance Between V’ers and U’ers
Michael Covel: Trend Following Manifesto —
... This is an extremely well thought out view from Paul McCulley at PIMCO. He is a fundamental guy who knows behavioral finance (read: trend trading strategies) is better at explaining market behavior these days. ...
