Gary Anderson - Comments
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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Market Briefing For Wednesday, Oct. 24
7 years ago

It would be great if the Democrats caught free trade fever, then at least we would have an alternative to Mr Horsemouth's madness.

In this article: SPX
Posen And Cramer On Trade Wars And Cold Wars
7 years ago

Thank you William. I hope the ideas in this article are widely shared. And we hope Trump pulls back but he appears to be more radicalized as time goes on. It is an incremental evil that appears to be possessing him.

In this article: AAPL, MU, COL
Posen And Cramer On Trade Wars And Cold Wars
7 years ago

Well said, Moon. But the Republicans appear to be the prisoners of Trump's base. They are either cowards or have some inside information that this nationalist nightmare will be over soon. I hope for the latter but I am not confident.

In this article: AAPL, MU, COL
It's The Big One
7 years ago

It is amazing how a little poison from POTUS himself can inject itself into a world already reeling from Fed action. And that poison is starting to kill stuff.

In this article: CAT, NVS, ANFGF
Housing Consensus Dead Wrong
7 years ago

Wow, I thought we learned from the Great Recession that prices can go down.

In this article: LEN, NVR
6 Reasons Why Texas Trumps All Other U.S. Economies
7 years ago

I know some ex San Antonio folks who live in Las Vegas. They would not go back. Oil is a one pony show. If Trump assists in the destruction of the world economy, it could be tough for Texas. Good economy now is not a guarantee.

Global Banking Stocks Are Crashing Hard – Just Like They Did In 2008
7 years ago

Are we winning yet? That question is becoming more and more central to any economic discussion.

Priced To Perfection?
7 years ago

So, the question is, does Donald Trump want a worldwide recession or to be short of oil? It is hard to believe he wants to be short of oil, when push comes to shove. His minions say pain is coming but Trump does not tolerate high oil prices well. This could mean he would rather have lots of oil than a worldwide boom.

Charts And History Reveal Why The Fed Must Break Stuff
7 years ago

I go back to what you said, professor. Yes, it appears that general inflation may have little to do with the Fed breaking stuff. Rather, asset inflation and workforce inflation and things like tariffs may carry more weight than just general inflation. Charlie Bilello's article makes this quite apparent: www.talkmarkets.com/.../are-interest-rates-at-the-breaking-point

Are Interest Rates At The Breaking Point?
7 years ago

So, all this talk about neutral rates and inflation do not reveal the real reasons why the Fed breaks stuff. I think inflation is talked about as a reason, but perhaps asset inflation and workforce inflation carry a greater weight. Very interesting article.

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