10Y-3M Treasury Yield Spread Adjusted for QE and QT

10Y-3M Treasury Yield Spread Adjusted for QE and QT Adjusted for quantitative easing (QE) and quantitative tightening (QT), the 10-year minus 3-month yield curve may have inverted in December 2018. Picture source: Morgan Stanley Wealth Management

QE to Infinity and Beyond?

QE to Infinity and Beyond? Analysts say the Fed will resume and buy “just” U.S. Treasuries next year. The Fed’s balance sheet should rise past its historic peak. Picture source: Bloomberg – Cartoon: Hedgeye Risk Management LLC

“Ken Fisher: Thinking in Ways That Others Do Not, with John Tamny”

“Ken Fisher: Thinking in Ways That Others Do Not, with John Tamny” Great interview of Ken Fisher on: coastal redwoods, dikes and climate change, efficient markets, quantitative easing (QE) vs. inflation, humans as a group are slow to learn, recessions, Fed and interest rates, why philanthropy is bad and immoral, and why inequality is a good…