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
Latest Comments
What Is Trump Up To With All This Tariff Talk
7 years ago

In order for Trump to win, he will have to win very little.

Keynes And Trump Tariffs
7 years ago

The market has a lot on its plate, but adding the uncertainty of tariffs makes it tough for ceo's and investors alike. It is hard to feel sorry for those who supported Trump, but we have to face it, there were two very flawed candidates running for president.

Why Borrowers Need Securitization
7 years ago

Securitization has benefits but creates moral hazard. Loans are less carefully crafted, and risk can be mispriced. Investors can be fooled. But putting risk on everyone except the banks is the Greenspan way, and ruined the reputation of bankers in the Great Recession.

Weak Dollar Policy And Commodities
7 years ago

But who can out devalue whom? China will not sit still if the dollar is devalued. Trump talks about cheap energy. That can't be realized with a weak dollar.

In this article: UUP
Are We Seeing "Peak Auto Sales"?
7 years ago

How are millennials going to raise kids when they are ride sharing? I keep telling people that helicopter money is important, and maybe the only answer. And I suppose cash for clunkers was a non Fed form of helicopter stimulus. Time to get some cars into the hands of the millennials! Helicopter autos?

In this article: F, GM, HMC, TM, NSANY, TSLA
Are Equities Over-Owned By Households?
7 years ago

There is a disconnect between strong economic growth and the weakness of the Millennial Generation. Seems to me that this is ultimatel where things could get risky. Good article.

BIS Confirms Banks Use "Lehman-Style Trick" To Disguise Debt, Engage In "Window Dressing"
7 years ago

Just like the Libor scandal, little or nothing will be done.

Technically Speaking: The Drums Of "Trade" War
7 years ago

If the other nations band together it could be devastating to America. If Trump picks them off one by one maybe not. But he has declared trade war on everyone. So the future is in doubt.

In this article: SPX
Trade War: A Position Of Strength For…
7 years ago

Well, it could happen, but it could be an inefficient system. Costs will go up for the already strapped consumer. China would no longer have the cash to buy US bonds.

Good News From The Oil Patch And South Africa
7 years ago

We hope gaslighting is just a hobby of POTUS and not a sign of a diabolical desire to be king.

In this article: FANUY, NPSNY, TCEHY, HOLI, BP, IO, SLB, GSK, RHHBY, TEVA, OROCF, CF, SLFPY
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