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Tag Archives: monetary policy
U.S. Stocks: Look for Stronger Performance in Second Half of 2015
At the end of 2014 we explained why “stocks are expensive, offer mediocre risk / reward.” The weak 2.5% price rise so far this year is consistent with that call. But stocks should be stronger in the second half because … Continue reading
Posted in Uncategorized
Tagged energy costs, median EPS growth, monetary policy, profits, stock market
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Get Set for Fed Rate Hikessssss
Item: In a major new report, a blue-ribbon panel of economists estimates that if all the brain power expended over the past 20 years forecasting the next move by the Federal Reserve had, instead, been used for productive endeavors, U.S. … Continue reading
Posted in Uncategorized
Tagged China, equity valuation, Federal Reserve, inflation, manias, monetary policy
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