Showing posts with label cash. Show all posts
Showing posts with label cash. Show all posts
Tuesday, October 14, 2025

Flight to safety in September or just rebalancing?

›
  401(k) plans saw ‘flight’ to cash, bonds in September, analysis finds ... Bond funds captured 39% of fund inflows, while 25% of net invest...
Thursday, August 22, 2019

Chicken or egg: Does going to cash cause recessions?!

›
Monday, October 6, 2014

Americans have been content to keep over $1 trillion in checking accounts for the last year

›
Or should I say they have been desperate, because they have been earning nothing on it? The feeling befo...
Sunday, July 21, 2013

Why did M1 have its largest drop ever the week ending June 10th?

›
weekly change in $billions June 3, 2013 to date Did you know that the largest negative weekly change ever in M1 money stock in nominal term...
Friday, July 19, 2013

QE Is For The Banks, Nothing Else

›
Quantitative easing is for the banks and nothing else, despite the long-standing professorial deflections to the contrary by Ben Bernanke. O...
Tuesday, May 21, 2013

The 3-Month Treasury Yield Is An "Abomination"

›
So says John Hussman, here : The 3-month Treasury yield now stands at a single basis point. Unwinding this abomination to restore even 2% Tr...
Friday, April 19, 2013

Louis Woodhill: Gold As Money Is Inevitably Deflationary In Terms Of Its Supply

›
So says Louis Woodhill for Forbes,  here : "The most fundamental issue that determines the workability of a gold standard is whether it...
Thursday, April 11, 2013

Jim Cramer Still Thinks You Are A Fool. He May Be Right.

›
M1 since the 2008 panic M2 since the 2008 panic M2 is up $2.71 trillion since the crisis, M1 $1.05 trillion. That means since September 1, 2...
Monday, April 1, 2013

Ben Bernanke Is Trying But Failing Miserably At Money Printing

›
And it's not exactly his fault. Historically in the postwar period, the increase in Total Credit Market Debt Outstanding (TCMDO) has clo...
Sunday, March 24, 2013

Velocity of Money Soared Over 35% During the Housing Bubble

›
Velocity of M1 money soared to unprecedented heights during the housing bubble, dating from the housing provisions in the Taxpayer Relief Ac...
Tuesday, March 12, 2013

Another Observer Notices The Broken Link Between The Monetary Base And Markets

›
Kopin Tan, who otherwise believes the Fed has been juicing markets, for Barron's, here : "[W]hile the Fed tripled its balance sheet...

John Hussman Warns Correlation Is Not Causation

›
Here in "Two Myths and a Legend": 'This first myth is embodied in statements like “since 2009, there has been an 85% correlat...
Wednesday, March 6, 2013

FoxBusiness Is Full Of Baloney About The Monetary Base

›
Throughout 2007, when the stock market reached its previous all time high in October of that year, the adjusted monetary base of the United ...

Have FoxBusiness And EMAC Gone Just A Little Bit Nuts?

›
Elizabeth MacDonald writes here  that FoxBusiness has proof, proof!, that the Fed is juicing the markets. Am I the only one who thinks this ...
Wednesday, January 23, 2013

Money Available For Spending Is Up Over 70% Since 2008, But Total Debt Is Up 7%

›
M1 money supply has gone up about $1 trillion between mid-2008 and now, almost 5 years. This is basically spending money which is not being ...
Tuesday, January 8, 2013

Velocity Of Spending Money Falls To Early 1990s Levels As Americans Hoard It

›
Meaning money isn't changing hands for new goods and services like it had been after 1996. M1 has skyrocketed from $1.4 trillion in 2008...
Friday, January 4, 2013

Americans Have Been Hoarding Spending Money Since October 27th, 2008

›
That's the last time M1 was at the $1.4 trillion level. Americans haven't looked back since. Since that date in 2008, hoarding of sp...
Friday, May 25, 2012

Irrational Exuberance in Corporate Debt Reaches $7.8 Trillion v. $1.2 Trillion in Cash

›
"I would go a hundred percent equities if I thought that we had reached a point when equity values made sense." "People alway...
Thursday, February 9, 2012

Total Demand Deposits in January at $0.8 Trillion

›
Thursday, May 27, 2010

GOLD AND THE U.S. MONETARY BASE, THEN AND NOW

›
Interesting stuff from Brett Arends two days ago at The Wall Street Journal: Dylan Grice, a strategist at SG Securities in London, thinks gl...