Practical analysis for investment professionals

Quantitative Easing


Myth-Busting: Money Printing Must Create Inflation

Shouldn't all the recent monetary and fiscal stimulus lead to higher inflation? Maybe not.

Beware the Bubble? The US Stock Market Cap-to-GDP Ratio

The Buffett Indicator is flashing red and has been for a while now.

Book Review: Active Investing in the Age of Disruption

Evan L. Jones’s vantage point as a manager of managers brings invaluable insight to the most vital issues facing investment professionals.

Who’s Afraid of Jerome Powell?

Jerome Powell, Andrew Bailey, and Christine Lagarde shouldn't keep us up at night.

Monetary Policy Gone Wild: A Lost Generation of US Growth?

The Fed could be setting the US economy up for a harder fall down the road.

No Longer Superheroes? Twilight of the Bonds

With low, nil, or negative yields, how much can bonds still contribute to a portfolio?

Tilting Portfolios to Leverage Macro Trends and Political Winds

Back in the 1980s, “monetary policy was a great way to stimulate the economy,” Jack Ablin, CFA, said. Not anymore.

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.

Has Global Debt Become Unsustainable?

During the global financial crisis, excessive debt was the principal disease. It also turned out to be the principal cure. Whether it was called quantitative easing (QE) or something else, it all meant the same thing: increased debt — both in absolute terms and relative to GDP.

Best of 2014: Creative Destruction or “The Market’s Messy Way of Delivering Progress”

In the face of the volatility that largely defined the markets in 2014, it is our goal here at the Enterprising Investor to provide you with practical examinations of current issues in finance and investing. Below is a selection of analyses, advice, and, if nothing else, some simply interesting opinions that address the myriad changes markets have experienced this year.



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