Gary Carmell
Posted in Economy, Interest Rates, Investing, Manufacturing, Market Bubbles, Uncategorized, Wealth
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Maybe I’m writing about the dollar because I’m traveling abroad soon so it affects my pocketbook. It could also be due to the rather shockingly overt talking down of the dollar by Treasury Secretary Steve Mnuchin in Davos.
“Obviously a weaker dollar is good for us as it relates to trade and opportunities,”
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Like many other investors I am a big fan of Seeking Alpha as it is a terrific resource to research companies, markets, and to get a wide variety views regarding important economic, societal, and business trends. One of the most prolific writers there who I follow is Jeffrey Snider.
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What a difference a week makes. Last week I wrote about how the Fed starting to unwind its balance sheet shouldn’t cause us much worry in terms of triggering a meaningful increase in interest rates. Of course, yields spiked higher over a few days to seemingly contradict my sanguine outlook.
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The Fed’s balance sheet is comprised of approximately $2.5 trillion in Treasury securities and $1.8 trillion in mortgage backed securities. The following graph shows how its balance sheet has grown since 2009 through 2014 when it stopped its bond-buying program.
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It is notoriously difficult to separate the signal from the noise when it comes to investing. What information is truly meaningful enough to take action that can lead to making money or avoiding loss versus useless information that leads to decisions which bluff us in or out and lead to lost opportunity or losing money?
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“Facts are stubborn things, but statistics are pliable.”
~ Mark Twain
Balanced Investing – Home Ownership and My Fascination with Logarithms
It was a pretty busy week so this one will be rather quick. For some reason, I was intrigued by logarithms growing up.
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One of the principal reasons I have been in the camp of interest rates remaining low for many years to come relates to demographics. I have always thought that Japan is the canary in the coal mine in terms of being on the leading edge of a rapidly aging society and how this filters through to lower interest rates.
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Gary Carmell
Posted in Economy, Interest Rates, Investing, Market Bubbles, News, Trends
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Is Mortgage Credit Too Tight – Ask Ben Bernanke
I must admit that I found it quite interesting (and entertaining) to read that Ben Bernanke could not refinance his house in Washington D.C. According to the article,
Bernanke already has refinanced twice. When the former Fed chair and his wife Anna bought their Capitol Hill rowhouse in May 2004,
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Gary Carmell
Posted in Apartments, Economy, Interest Rates, Investing, Stock History, Wealth
2 Comments ↓
As 2015 opens, like many of you, there are numerous questions I am pondering.
2015 Questions I’m Pondering
Oil
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In this third and final post related to The Art of Loving by Erich Fromm, this week I will talk about the ways that Fromm says we can learn how to master the art of love and how it can be applied to serving one’s customers.
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