Ari Sternman - Comments

Ari Sternman

Analyst
Finance background, emphasis on activist investing, special situations, and misplaced securities.

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The Everything Bubble Hits A New Record… Right As Bonds Begin To Drop
7 years ago

Interesting article. I wanted to point out that your chart lists total debt securities as being in the 70 trillion range. As far as I know, that number refers to total world debt, and the Fed's ability to print money doesn't impact those debts (or any debt other than federal USA government debt). Also, the usage of "intentionally" creating bubbles was a little misleading, in my mind. This is because the whole point of monetary policy is to modulate interest rates to help control capital flows for business investment. When interest rates are lowered, it causes easier business growth, since capital is cheaper. You're right to say that higher rates will cause stock market prices to decline, but that's not an inherently bad thing. It's just that higher interest rates make bonds more relatively attractive, increasing demand for them. In a finite market, these currents are normal, and ongoing. Thanks for sharing!

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