Blog | Larry Summers
"in the United States at least the Fed and the forecasting community has been consistently far behind the curve in recognizing that the neutral real rates has fallen. If, as I suspect, Rachel and…
Beware an Inflation Scare - WSJ
Persistently low inflation has led investors to expect more of the same in coming years, but fear of superlow inflation or even deflation may be getting out of hand. Source: Beware an Inflation Scare…
Don't Count on an Oil Rally If U.S. Crude Export Ban Is Lifted - Bloomberg Business
Bloomberg Business delivers business and markets news, data, analysis, and video to the world, featuring stories from Businessweek and Bloomberg News. Source: Don't Count on an Oil Rally If U.S.…
Natural Gas Sinks to 14-Year Low - WSJ
Natural gas prices plunged to a 14-year low Monday, as an unusually warm winter saps demand and deals another blow to struggling energy companies. Source: Natural Gas Sinks to 14-Year Low - WSJ
Junk-Bond Selloff Intensifies - WSJ
Junk-Bond Selloff IntensifiesRout reaches a third consecutive trading day and shares of some asset managers tumble Source: Junk-Bond Selloff Intensifies - WSJ
Why Very Low Interest Rates May Stick Around - The New York Times
A 200-year history shows that the real aberration looks like the 7.3 percent average experienced in the U.S. from 1970 to 2007. Source: Why Very Low Interest Rates May Stick Around - The New York…
Peter Lynch, 25 Years Later: It’s Not Just ‘Invest in What You Know’ - WSJ
simple Source: Peter Lynch, 25 Years Later: It’s Not Just ‘Invest in What You Know’ - WSJ
Fed Officials Worry Interest Rates Will Go Up, Only to Come Back Down - WSJ
Federal Reserve officials are likely to raise their benchmark short-term interest rate from near zero Wednesday, expecting to slowly ratchet it higher to above 3% in three years. Their big worry is…
Gundlach says 'never just one cockroach' in any kind of credit meltdown
Jeffrey Gundlach, the widely followed investor who runs DoubleLine Capital, warned Friday that crumbling credit markets could expose more fund debacles such as Third Avenue Management’s junk bond…
Portfolio holdings 12-11-15
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