NRO - Why Housing Won't Bounce With Lower Rates
"Our advice is to own as little exposure U.S. equity exposure as your career risk allows."
- Martin Tarlie, member of portfolio allocation at Grantham, Mayo, Van Otterloo investment management
The following is an excerpt from the latest Short Seller's Journal:
Economy is worse than policymakers admit publicly - Less than four months ago, the FOMC issued a policy statement that anticipated four rate hikes in 2019, with no mention of altering the balance sheet reduction program that was laid out at the beginning of the QT initiative. It seems incredible, then, that after this