Michael Pento | TalkMarkets | Page 17
President and Founder of Pento Portfolio Strategies
Phone: 732-772-9500
Michael Pento is the President and Founder of Pento Portfolio Strategies (PPS). PPS is a Registered Investment Advisory Firm that provides money management services and research for individual and institutional clients. Michael is a well-established ...more

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Why This Equity Rally Is About To End Badly
The deafening cacophony on Wall Street for the past six years has been since interest rates are at zero percent that there is no place else to put your money except stocks.
The Fed’s Ice Bucket Challenge
Wall Street has completely bought into the fantasy that the Fed can end its $3.5 trillion dollar QE programs and also normalize interest rates after having them near zero percent for over six years without hurting GDP growth or having a negative effect on equity market prices.
Why Global Bond Yields Are Tumbling
Market pundits appear to be mostly dumbfounded as global bond yields continue to set record lows.
The Keynesian Counterfactual Is Japan
We heard the “surprising” news last week that the Japanese economy shrank at an alarming 6.8 percent annualized rate in the three months through June, its biggest quarterly contraction since the 2011 earth quake and tsunami.
Hopelessly Devoted To Inflation
In the middle of July the stock market finally awoke from its QE-induced coma and realized the Federal Reserve’s tapering, which has been going on for the last six months, was for real.
The Fed-Induced EPS Fairy Tale
The stock market has advanced sharply over the past five years no matter what geopolitical situation has blown up or how tenuous the economic foundation may be.
It's Déjà Vu Disappointment All Over Again
It’s the time of year when Wall Street and Washington apologists trot out their dog and pony narrative, in an attempt to spin the actual data, proving we have finally embarked on the summer that will launch sustainable economic growth. But is it true this time?
27 Years Of Financial Inflation Refute Pimco/McCulley Blather About Fed Achieving Promised Land Of Price Stability
According to Pimco’s new Chief Economist, Paul McCulley, the Fed’s war against inflation has been won! But, before we get out our party hats and plan the tickertape parade, we have to ask ourselves – for the past 27 years have we really been at war with inflation?
Inflation’s Real Cause
According to Pimco’s new Chief Economist, Paul McCulley, the Fed’s war against inflation has been won! But, before we get out our party hats and plan the ticker-tape parade, we have to ask ourselves – for the past 27 years have we really been at war with inflation?
Pimco Steals AIG's Playbook
Pimco is putting all their chips on the table, betting that low interest rates, along with lower and more stable global growth, will last for the next 3 to 5 years; an economic condition it is referring to as the "new neutral".
Japan Says Konnichiwa To Stagflation
More than twenty years after its infamous real estate and equity bubble burst, Japan has been plagued by economic malaise, an ailment most main stream economists have attributed to something they call a deflationary death spiral.
Fed’s “Noisy” Inflation Fantasy
The Fed wants investors to be as unconcerned as the central bank is about inflation.
Mafia GDP
Governments are not engaged in a systemic conspiracy to alter economic data after it has been collected.
Why Bond Yields Are At Record Lows
There's been lots of misinformation, but here is the only reason why bond yields are falling...
257 to 270 of 270 Posts
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