Gary Anderson | TalkMarkets | Page 9

Gary Anderson

Muckraker of the Financial System
The Fed knew about the housing bubble before it burst but lied and said they didn't: Bill HR 1424 to buy bad paper (eventually called TARP) was introduced in March 9, 2007, before there began to be bad commercial paper from private subprime RE loans, in August. I have published on two other ...more
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Edward Lambert's Recession Equation Warning
Sunday, November 20, 2016 3:26 AM EDT
Edward Lambert has important mathmatical contributions to make in the battle of ideas between Tim Duy and Daniel Tarullo versus Janet Yellen and John Williams.
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Trump-Yellen Gunfight At The Not So O.K. Corral
Friday, November 18, 2016 12:25 PM EDT
The first shot that will be fired is Yellen's fast draw on interest rates. They will likely be raised in December. Getting ahead of inflation is important if Trump attempts to gain a massive stimulus package.
In this article: TLT
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Trumponomic And Great Recession Nuggets From Market Monetarists
Wednesday, November 16, 2016 8:13 PM EDT
In the Great Recession, bond yields tracked the decline of NGDP while inflation stayed steady for awhile. The relationship of NGDP declined to inflation. Bond traders were likely fooled.
In this article: TLT
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Trumponomics: Increase Exports, Slow Imports, Bludgeon The New Normal
Monday, November 14, 2016 9:36 AM EDT
Unless we are prepared to cut wages, housing costs and the cost of living to the bone, it makes no sense for us to try to make things that others can make more cheaply.
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Bizarre Collateral In Securities Lending Exposed By Bank Of Mellon
Saturday, November 12, 2016 5:14 PM EDT
The rise of non-cash collateral in the securities lending market seems to be a major risk to those institutions that have fiduciary responsibilities.
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Reflation Cannot Save Trump From A Painful Recession
Thursday, November 10, 2016 5:43 PM EDT
Who will benefit most from the reflation before the crash? Well, try investors in real estate, of course. Here is a chart that proves we are at the end of the business cycle.
In this article: TLT
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Edward Lambert On Bond Demand, The Coming Recession, And New Normal
Monday, November 7, 2016 9:24 PM EDT
Dr. Edward Lambert has come up with an equation to measure effective demand and predict recessions. His calculations indicate we are on the path to recession already.
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Blackrock, Cap On Yields Because Of Monumental Bond Demand
Friday, November 4, 2016 4:43 AM EDT
So, the return to normal is dubious. Tantrums frighten some into selling the bonds, since monetary theory says rates will rise and you need to be in cash and not in bonds when rates are low.
In this article: TLT
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Sane And Silly Economics From Sumner, Yellen And The BIS
Monday, October 17, 2016 10:40 PM EDT
The Fed would not be lending out excess reserves as helicopter money. They would create helicopter money and bypass the banks to issue it! There is no rule saying continuing interest payments on reserves would be contrary to helicopter money.
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Economic Theory Is Dead. New Normal Means No Recovery
Saturday, October 8, 2016 3:33 AM EDT
Before I get into John Mauldin's timely comments about this sorry state of affairs, we can look to see if monetary theory still applies. John Maynard Keynes was right about monetary theory in his time. But that was then and this is now.
In this article: TLT
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Pros And Cons Of Attacking The Federal Reserve Bank
Friday, September 30, 2016 3:40 AM EDT
It would seem that the attacks on the Fed are increasing. Most people have lots of reasons, legitimate reasons, for attacking the Fed.
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Jamie Dimon Is Janet Yellen, Proving Will Rogers Right
Wednesday, September 21, 2016 12:08 PM EDT
Jamie Dimon hopes rates will rise and the economy will recover. But then he says if the real economy does recover, and fewer treasuries are to be bought, then the result will not be smooth sailing.
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US Treasury Bond Tantrum Boys Are Out In Full Force
Tuesday, September 13, 2016 4:40 PM EDT
The tantrum boys are back in force. The list includes the ever present king of tantrums, Alan Greenspan, as well as Paul Singer, Jonathan Garber from Business Insider, and a few others.
In this article: TLT
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Keeping Interest Rates Low Is A Function Of Demand, Not Of Politics
Monday, September 12, 2016 4:10 PM EDT
While the Fed certainly created an atmosphere in which interest rates can remain low, it does not keep long rates low. Proof that the Fed does not keep bond yields down in a manipulative fashion is the affect ending QE had.
In this article: TLT
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The False Economy; R-Star Estimates Bleak
Wednesday, September 7, 2016 2:46 PM EDT
The discussion about the Fed policy is significant if only to illustrate that raising rates at the low end has had little effect on the long bond due to Greenspan's "conundrum."
In this article: TLT
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Timid Fed And Jeremy Stein And Potholes
Monday, September 5, 2016 3:42 AM EDT
Society would be better off appointing a central banker who cares less about the bond market.
In this article: TLT
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