That was a Friday to remember. The day was supposed to be dominated by Jay Powell’s much-anticipated talk in Jackson Hole. Investors were looking for clues on the timing and direction of the next Fed policy move. Powell’s speech ended up satisfying markets, but not the President. Trump wants a 100 bp ease, and he wants it …
(FORBES) Is Trump Right About The Fed?
No matter your political view, you have to admit President Trump is entertaining. But are his views on monetary policy and interest rates accurate? Click here to read the entire post on Forbes
(BLOG) 30-Year Rates at 2%? Really?
Well, you can’t say the markets were quiet last week. While the stock market plunge of 3% on Monday may have dominated the news, the big story for bond and credit folks like us was the dramatic drop in rates, especially the 30-year sector. There was too much going on to fit everything into the …
(Media Engagements) (PODCASTS) AlphaMind Podcast
AlphaMind is a podcast on the behavioral, mental and emotional aspects of trading and investing performance. I had the pleasure of being a recent guest. We discussed many issues related to trading, and what it takes to succeed in the long run. I hope you enjoy. http://alphamind.buzzsprout.com/288762/1497682-garth-friesen-a-list-hedge-fund-manager-shares-his-insights-on-trader-mindset