Billionaire investor and Chairman of Equity Group Investments Sam Zell hasn’t gone through the same “rethinking” on the possibility of a recession that many others on Wall Street have. In…
Tag: Federal Reserve
Investors That Oversee $5 Trillion Bet On Avoiding A Recession
Professional investors who are pouring money into bets that the U.S. economy will avoid a recession are taking a big risk, portends an article in Bloomberg. A study from Goldman…
Talking Convexity, Interest Rates and the Future of Inflation with Harley Bassman
In this episode we are joined by Harley Bassman, Managing Partner at Simplify ETFs. Harley’s work on convexity and how to utilize it in portfolios earned him the nickname the…
The Fed Is No Longer The Market’s Friend
In the wake of the Fed’s latest 0.75 percentage point interest rate hike, and Fed Chair Jerome Powell’s indication that the central bank isn’t done yet, the Dow Jones Industrial…
S&P 500’s Bad Earnings May Be Exactly What The Fed Wants
Alphabet recently told investors that demand for advertising was beginning to slow, and in the wake of the announcement, the company lost $70 billion and the Nasdaq 100 dropped 2.3%.…
The Other Looming Doomsday Scenario
While many investors may see inflation as the biggest threat to their holdings, some are more worried about the possibility of the Fed exiting bonds, portends an article in The…
Powell Abandons Soft Landing
Federal Reserve Chair Jerome Powell has abandoned his goal of a “soft landing” and is engineering something that could be much more difficult for the economy, according to an article…
Kashkari “Happy” About Market Reaction To Jackson Hole Speech
Minneapolis Fed President Neil Kashkari told Bloomberg that he was “happy to see” the reaction to Jerome Powell’s speech at the Fed’s annual retreat in Jackson Hole, in an interview…
Everything Investors Need to Know About Federal Reserve Policy with Cullen Roche
There has been a lot of debate about Federal Reserve policy in the wake of the pandemic. But many of those involved in that debate want to promote a specific…
Ackman to Fed: “Act decisively”
Bill Ackman, the billionaire founder of Pershing Square, repeated his call to the Fed to take aggressive action to combat inflation via Twitter, reports an article in Yahoo! Finance. His…