tag:blogger.com,1999:blog-6616959642391988608.post2121233465957237506..comments2024-03-19T02:45:37.685-07:00Comments on Calafia Beach Pundit: More on forward inflation expectationsScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger14125tag:blogger.com,1999:blog-6616959642391988608.post-83353685071008095922012-06-08T19:06:16.569-07:002012-06-08T19:06:16.569-07:00Inflation is dead. See Japan for insights. The Fed...Inflation is dead. See Japan for insights. The Fed is fighting the last war. The 1970s died with my hairline.Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-90329325395120041772012-06-08T12:49:25.810-07:002012-06-08T12:49:25.810-07:00"What this suggests, of course, is that monet..."What this suggests, of course, is that monetary policy easing is the wrong response to the problem at hand. We don't have a shortage of liquidity, we have a failure of policymakers to understand that in order to improve the health of the world economy, we need to shrink Big Government just about everywhere."<br /><br />No, the problem's not Big Government, it's Bad Johnhttps://www.blogger.com/profile/06365403570563730880noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-88724417887355814532012-06-07T21:17:06.032-07:002012-06-07T21:17:06.032-07:00"Real yields on most TIPS have been negative ..."Real yields on most TIPS have been negative for a long time, particularly for 5yrs."<br /><br />Correct, but this is the first time TIPS have been negative 5yrs/5yrs forward.Jakehttps://www.blogger.com/profile/07946497592651234440noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-66652232909960149602012-06-06T14:33:25.221-07:002012-06-06T14:33:25.221-07:00Squire said...
"San Diego passed 401k plans f...<a rel="nofollow">Squire</a> said...<br />"San Diego passed 401k plans for new public hires. If it is a matching plan, <i>the city will be right back where they started in a matter of years</i>...<br /><br />The reasons corporations switched to 401ks is that it cut their retirement funding cost more than in half. Prior to 401ks, corporation typically paid 6% of employees salaries to fund Williamhttps://www.blogger.com/profile/04418491109912775561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-22465027451502464662012-06-06T11:11:56.942-07:002012-06-06T11:11:56.942-07:00So, a hypothetical 5yr treasury sold 5 years from ...So, a hypothetical 5yr treasury sold 5 years from now ought to yield, what rationally? 3.5%, 4%, 4.75%??? But billions is being locked up at 1.7%.<br /><br />Does anybody realize how much $ is going to be lost if the fear premium comes out of Treasuries?Donny Baseballhttps://www.blogger.com/profile/08040288585224426073noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-88496115913598628312012-06-06T09:38:59.657-07:002012-06-06T09:38:59.657-07:00Thanks for debunking this and for your thoughtful ...Thanks for debunking this and for your thoughtful comments. Zero Hedge should actually be called Zero Knowledge.Joehttps://www.blogger.com/profile/17141887720434208291noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-2860398591003329502012-06-06T07:29:08.963-07:002012-06-06T07:29:08.963-07:00If Bernanke is considering a 3rd round of QE, then...If Bernanke is considering a 3rd round of QE, then it's time for him to go( past time!)<br /><br />I think the rally in the market today shows that investors approve on the Wisconsin results.Steve Khttps://www.blogger.com/profile/13432588336315831351noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-32465896599913872982012-06-06T05:51:56.861-07:002012-06-06T05:51:56.861-07:00San Diego passed 401k plans for new public hires. ...San Diego passed 401k plans for new public hires. If it is a matching plan, the city will be right back where they started in a matter of years.<br /><br />San Jose's plan pension reform was less aggressive. It had to be. The firement particularly, have massive political clout. This reform only breaks the ice.<br /><br />Wealthy San Mateo County passed a tax on car rental cos. but failed Squirehttps://www.blogger.com/profile/14088030568579672500noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-75529661403334764872012-06-06T01:37:29.773-07:002012-06-06T01:37:29.773-07:00Multi decade top in bonds is forming as we speakMulti decade top in bonds is forming as we speakJohn Short ad sinorazumhttps://www.blogger.com/profile/06294518362102475267noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-55888993072981891822012-06-05T23:03:50.254-07:002012-06-05T23:03:50.254-07:00Real yields on most TIPS have been negative for a ...Real yields on most TIPS have been negative for a long time, particularly for 5yrs.Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-27301419497449713052012-06-05T23:00:41.714-07:002012-06-05T23:00:41.714-07:00Effective federal funds rate has been edging up re...Effective federal funds rate has been edging up recently too. Yesterday it reached 0.17%, which is the highest since February 7 of last year.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-24046866710046625382012-06-05T22:19:20.378-07:002012-06-05T22:19:20.378-07:00ZH definitely made an error. It looks like what th...ZH definitely made an error. It looks like what they posted is the 5 year / 5 year forward real yield of TIPS, which turned negative for the first time ever.Jakehttps://www.blogger.com/profile/07946497592651234440noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-71091190870094178292012-06-05T21:41:46.903-07:002012-06-05T21:41:46.903-07:00I was going to point out the Zero Hedge 5 yr 5 yr ...I was going to point out the Zero Hedge 5 yr 5 yr article. I am glad to see you peruse so widely but I am not surprised. ZH is valuable but everything there needs to be confirmed. It helps me with the market mood for short term trading.<br /><br />The Fed has a psychological need to be revered and they don’t want to look like the bad guys not helping the economy. More QE could backfire. You Squirehttps://www.blogger.com/profile/14088030568579672500noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-10711986498738449502012-06-05T20:37:15.046-07:002012-06-05T20:37:15.046-07:00The Walker victory in Wisconsin signals wider aust...The Walker victory in Wisconsin signals wider austerities to come -- that's good news for accredited investors with means...McKibbinUSAhttps://www.blogger.com/profile/10545798495680527622noreply@blogger.com