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Results for tag "monetary policy"

Chris Recker on TD Ameritrade Network – Feb 18, 2022

CIO Chris Recker discusses the S&P 500 sector leaders which include materials, consumer, and financials. He also talks about how stocks are dropping, heading for a second consecutive losing week on Ukraine-Russia tensions.

Feb 18, 2022 Watch Video → Investing

Dead Money

Fiscal and monetary policy has effectively sacrificed the economy for the stock market's benefit. In the past, similar asset bubbles have resulted in “dead money."

Jun 08, 2021 Read Post → Investing

R.I.P. Short Sellers

The demise of many short sellers over the last decade might be a canary in the coal mine as central bank policy threatens market function.

Feb 11, 2021 Read Post → Investing

Chris Recker on TD Ameritrade Network - Feb 5, 2021

CIO Chris Recker joins host Oliver Renick to discuss the disconnect between the economy and the markets. Recorded 1/5/21 on the TD Ameritrade Network.

Feb 05, 2021 Watch Video → Investing

Markets and the Economy: Back to Surreality

The economy is witnessing an unholy trinity of false ideas, weakened institutions, and malign interests converging to stymie its long-term health and resilience.

Jan 06, 2021 Read Post → Investing

Chris Recker on TD Ameritrade Network - Dec 7, 2020

Watch CIO Chris Recker on Market on Close discuss the Fed's impact on asset prices and projected returns. Recorded 12/7/20 on the TD Ameritrade Network.

Dec 08, 2020 Watch Video → Investing

How Japan’s Past Is Relevant to the U.S.

Today, the U.S. has an asset bubble comparable to Japan’s in 1989-1990, and so how Japan navigated an exit from their bubble can yield stylized insights on what might be in store for the U.S.

Nov 17, 2020 Read Post → Investing

Quicksand Economics (QE): Sacrificing Sure Footing

Through massive levels of unemployment and extreme factors pressuring small businesses, the pandemic shutdowns have introduced a new dynamic that could hinder the recovery.

Jun 18, 2020 Read Post → Investing

The High Cost of High Prices

Instead of investing in the future of the U.S. with initiatives that seek a pay-off, recent bailouts and market manipulations will only hamper long-term growth. Is the U.S. heading toward Japanification?

May 14, 2020 Read Post → Investing