Research. Reviews. Ideas. Built for investment professionals.

QE


Essential Reading for Investing in a Changing World

Mark Harrison, CFA, shares insights for #CFAInvest delegates ready to explore the risks, opportunities, and challenges facing the global investment profession.

Policy Divergence and Investor Implications

Bank of America Merrill Lynch macro-economist Karin Kimbrough explores a world where all the old symmetries of monetary and fiscal policy have evaporated.

Linkfest: JPMorgan’s China, Twitter woes; Yellen’s confirmation; ‘Messaging’ startup turns down $3b

Today’s most shared: JPMorgan’s efforts to woo China leaders, Twittersphere go awry… Yellen confirmation hearings… Snapchat secure messaging (a/k/a sexting) startup flirts with Facebook, spurns $3b cash buyout… Lindzon on social investing… Meredith Whitney’s hedge fund promises high returns,… READ MORE ›

Linkfest: Euro QE? Inflation is the dog that didn’t bark; Bond fund exits strain liquidity; Dalio: forget alpha, just meditate

Today’s most shared: Euro QE on tap? … Heroic central bank efforts fail to stoke inflation, squash deflation risk… Investors run for the exit from bond funds, may run into liquidity problems… Reactions to Bloomberg… READ MORE ›

Linkfest: QE confessions; China news upbeat; Financial innovation seen harmful

Today’s most shared: Buyer’s remorse for man who implemented massive QE purchases… China news upbeat as iron market firms, Alibaba sets records, car sales rise… When someone says ‘financial innovation’, hold onto your wallet… President… READ MORE ›

Linkfest: Bank legal payouts pick up; Weak jobs seen keeping Fed on QE path; Shutdown, Obamacare claimed to impact job market

Today’s most shared: Banks shield swaps from prying eyes, seek to sidestep regs as legal payouts climb… China banks hike loan reserves ahead of expected defaults… Politifact calls out Bartiromo on part-time employment claims… White… READ MORE ›

Linkfest: Conversations from an Irish bank bailout; No pullback from China cash crunch; Deconstructing QE

Linkfest.com finds today’s top headlines by following the best ‘curators’ on the Web and on Twitter, and by your votes and social media shares – pick the most important stories you think should appear by voting READ MORE ›

Linkfest: Bill Gross on QE; Meredith Whitney draws jeers; Effect of debt on growth found modest

Linkfest.com finds today’s top headlines by following the best ‘curators’ on the Web and on Twitter, and by your votes and social media shares – pick the most important stories you think should appear by voting READ MORE ›

Linkfest: Pork; Cyber-Criminal Crypto-Currencies; Quantitative Easing; Debt

Linkfest.com finds today’s top headlines by following the best ‘curators’ on the Web and on Twitter, and by your votes and social media shares – pick the most important stories you think should appear by voting READ MORE ›

Linkfest: Fed frets about market QE hopes; Home prices on mend; Reinhart & Rogoff redux

Linkfest.com finds today’s top headlines by following the best ‘curators’ on the Web and on Twitter, and by your votes and social media shares – pick the most important stories you think should appear by voting READ MORE ›