Monday, November 26, 2012
Posted by CSF - at 9:01 AM
Saturday, November 24, 2012
Makers and Takers - How They Voted
Posted by CSF - at 7:36 AM
Tuesday, November 13, 2012
The US Will Become the Largest Energy Producer in 5 YearsAccording to the International Energy Agency the US will become the work's largest oil producing country by 2017 and will become a net oil exporter by 2030. This will be accomplished by increasing energy conservation and additional production especially from new technologies like fracking. I copy of the report can be obtained from the IEA.
The article is in italics. From the NY Times:
Posted by CSF - at 12:20 PM
Saturday, November 10, 2012
What is Quantitative Easing and What Is the Fed Trying to Accomplish?Below is a really good explanation of Quantitative Easing (QE) and what the Fed is trying to accomplish with this policy. Basically, when the ratio of household cash to total household market assets becomes too high the Fed applies QE to pull the money out of cash and into stocks or from a risk-off strategy to a risk-on strategy.
The article is in italics and the bold is my emphasis. From Council of Foreign Relations:
Posted by CSF - at 12:19 PM
What is the Fiscal Cliff and How Should it be Fixed?
The article is in italics. From CFR:
How did it come to this?
What are the domestic consequences?
What are the national security implications?
What are the global consequences if Congress fails to act?
What are the practical policy considerations?
What are the prospects for progress over the next few months?
Posted by CSF - at 11:21 AM
Dodd-Frank and the Effect on the Banking Industry
Is there such a thing as too small to survive? Basically, the need for more capital, low interest rates, sluggish loan demand, and the dominance of the large banks have made it difficult for the small community banks to survive. The question that needs to be asked is - is thing a good thing? Another question to ask is should we be instituting the (state) government run community bank. North Dakota has them now and it is the only state in the country that allows this type of bank. However, this idea is catching on very rapidly in other states.
Posted by CSF - at 7:37 AM
Thursday, November 8, 2012
Investors continue to Pull Money Out of the Stock Mutual FundsInvestors continue to pull money out of stock mutual funds and put in bond mutual funds. Also balanced funds (mutual fund with both stocks and bonds) continue to do well.
Investors pulled $1.9 billion from U.S. stock mutual funds during the latest week, bringing the year's total outflow to more than $110 billion.
Posted by CSF - at 5:19 PM
Monday, November 5, 2012
China, the Fiscal Cliff, Energy Prices, Profits, and QE3 and Their Effects on the Stock Market
Posted by CSF - at 11:21 AM