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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Gundlach's Warnings & Fear Mongering: Several Years In The Making
7 years ago

So, I would not put too much into CAPEX spending. Look at what a Fed president said: “Excluding energy and oil investment,” Federal Reserve Bank of Atlanta President Rafael Bostic explained in a speech last month, “investment growth is still below 5 percent on a year-over-year basis — a bit lower than the typical expansion average.” That was in June 2018.

Gundlach's Warnings & Fear Mongering: Several Years In The Making
7 years ago

And Seth, the debt companies do have is being hoarded, not used to develop new products or build new factories. How do you explain the massive growth of Cat sales with no plans to expand? Something is amiss.

Gundlach's Warnings & Fear Mongering: Several Years In The Making
7 years ago

Seth, it is easy to have a lot of cash and sku the Fed chart. If a company appears to have more cash and a better cash to debt ratio, it may be because it is hiding some debt off the balance sheet: www.bloomberg.com/.../corporate-cash-isn-t-doing-much-but-hiding-debt

Trump Unwisely Escalates Trade War: Expect A "Rare Earth" Response From China
7 years ago

Supply chains are the ultimate weakness of Trump's trade war folly.

In this article: BA, REMX, MCHI
Downside Risks
7 years ago

Author is correct. QQE or whatever the BOJ does is not money printing. it is sterilized by law.

Transition Time: Volkswagen Announces "Electric For All" Campaign
7 years ago

In 80 or 90 years, there may be enough customers to buy a few electric cars. Or maybe not.

In this article: VLKAY
Reality Check Now In Progress
7 years ago

Unfortunately, the destruction of the economy and a popping of the everything bubble is an experiment, as well.

Central Banks Have Gone Rogue, Putting Us All At Risk
7 years ago

But Congress should have more powerful oversight of the Fed.

Central Banks Have Gone Rogue, Putting Us All At Risk
7 years ago

Nationalizing everything rarely works. Maybe the Fed itself. But it would not make much difference if politicians took advantage. But nationalizing media? That is crazy.

More $100s Than $1s
7 years ago

Eliminating 100 dollar bills would tighten dollar scarcity. It is a terrible idea.

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