Green Shoots, Exit Strategy, NO QE 3

It is not clear whether the American financial community has the ability to observe and conclude that the US Federal Reserve is adrift and relies upon deception as policy in revealing its directions. Its position is to hold steady,...

Fed Transparency? And Here Comes Inflation…

The media has been happily reporting that the Fed is making itself “more transparent” with the news that Bernanke will now give quarterly press conferences AND that today the Fed releases the names of the banks who borrowed from...

Surf Warning: Tsunami to Lift Gold

  The entire world struggles to determine the fallout effects of the Japanese earthquake and tsunami, along with the ensuing problems. The effects are so pervasive, so profound, so critical, that it is no wonder the news networks focus...

The Probability of More Quantitative Easing

By The Mogambo Guru 03/10/11 Tampa, Florida – It would be an understatement to say that I was flabbergasted to see that the monetary base jumped $130 billion dollars in two weeks! Well, using an exclamation point as punctuation...

The Pimco Treasury Sale Conundrum…Or Is It?

By now everyone knows that Bill Gross/Pimco has sold down his/its Treasury exposure to zero.  Rather than ask “why,” quite frankly, my question has been “why did it take so long?”   In other words, anyone who knows anything about...

QE: Hyperinflation to Oblivion

USFed Chairman Bernanke and the Quantitative Easing programs are caught in a negative feedback loop, the instruments at risk being the USDollar and the USTreasury Bond. The former suffers from lost integrity and direct inflation effect. The latter suffers...

Fed Balance Sheet Hits New Record At $2.55 Trillion As Bank Reserves Hit $1.3 Trillion All Time High

The Fed’s insatiable desire to redo all the debt monetization mistakes of the Weimar republic continues. This week, the Fed’s balance sheet hit a fresh all time high of $2.55 trillion, primarily as a function of increasing Treasury holdings....

Federal Reserve Balance Sheet Update: $1.129 Trillion In UST Holdings

The steady climb in Fed assets continues, with the left side of Bernanke’s balance sheet swelling to just under $2.5 trillion, as US Treasury holdings hit $1.13 trillion, implying that the Fed’s DV01 continues to increase on a daily...

Bernanke Meddles as Bondholders Exit the Market

Well, what you OUGHT to know is that the bond market may finally be cracking up.....

Sterilizing Money at the QE Corral

By The Mogambo Guru 11/12/10 Tampa, Florida – There are a lot of intricacies in the Federal Reserve’s evil ways, especially as concerns creating $900 billion in the next six months in another round of quantitative easing, and one...