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
Winners And Losers In A Trade War
7 years ago

This is a great article and sobering. Trump is experimenting with the economic stability of the whole world and of the United States as the central player.

Trump Wants A Global Trade War, Instead, He’ll Get Economic Collapse
7 years ago

Bannon may be gone, but he wanted to take down the world economy to install a dictator in America. Will Trump still implicate this plan?

Subdued CPI Disappoints Economic Illiterates
7 years ago

Keynes wanted better wages. He would not have been a fan simply of asset inflation as we have now. He argued wages were weak in the Great Depression. They are weak again, but with more credit available, for now, anyway.

Bond Retreat
7 years ago

Great article. It is more engineered than simply the Fed not knowing what it is doing. But certainly reflation is bogus, a diversion from share buybacks instead of real reflation.

Where The Risks Are: A Spider Web Of Financial Excess
7 years ago

Nice article. Equity and business credit may be the only excesses nationwide. The spider doesn't warn of housing. But I noticed that the outskirts of Los Angeles have seen a decline of rents. Rents for single family dwellings that are 2 to 3000 square feet, and are over $2000 per month, have dropped by a couple of hundred dollars per month. There are many examples of this right now.

Will house prices follow?

This is pretty significant and shows a weakness, as housing has outstripped incomes in many areas. If this is happening near LA, which is booming, what could be happening elsewhere?

Is The Dot.Com Bubble Back?
7 years ago

The insiders sell and capture the profits. The rest are suckered into chasing a get rich quick scheme. Great article.

Marko Kolanovic: ‘Imminent Concerns Are Overblown’, Stay Overweight Stocks
7 years ago

Stocks have reached a permanent plateau. How silly to doubt?

But it is really about labor share of GDP. And labor has been beat up even without a trade war. Be cautious. Jmo.

Trump Provides Clarity To EU: "Big Deficit We Tax Cars"
7 years ago

She is aiming for Trump states. He cannot win

Warnings Of A New Credit Crisis And The Potential For System Wide Bail-In Push
7 years ago

Well, that may work one time. I don't see the US concept of bank safety being undone as viable in our society. But you could be right, one time.

Warnings Of A New Credit Crisis And The Potential For System Wide Bail-In Push
7 years ago

What he said about not bailing out banks through the government is a fantasy that I am sure he would like to do. But now that he is Fed chairman, it is unlikely that he will jettison the 250k insurance. Could he bail in above that amount? Sure. And we do remember Cyprus. But having the populace hiding cash under the mattress or going to bitcoin can't surely be the goal of the Fed which wants to keep track, best they can, of the money supply. That is why I wrote this about Ron Feldman: www.talkmarkets.com/.../ron-feldmans-fed-secret-and-treasury-bond-behavior

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