Dan Greenhaus
@dangreenhaus
Strategist, former CNBC contributor, music, music, Phish, sometimes right, sometimes wrong, never in doubt
ID: 245109227
30-01-2011 22:23:07
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It’s a shame that it does not go without saying that American Capitalism has been the greatest force for good in world history. Daniel S. Loeb is correct (of course).
Here the Financial Times makes the case: ft.com/content/ecff7c… Carl Quintanilla
*FED'S WALLER: CURRENT BATCH OF DATA 'REQUIRES ACTION' *WALLER: IF APPROPRIATE, WILL ADVOCATE FOR 'FRONT-LOADING' CUTS One of the intellectual leaders on #FOMC appears to be saying he's going to push for a 50 bp cut at the next meeting. Nick Timiraos Steve Liesman Sara Eisen
I was on CNBC's Closing Bell discussing this issue. I mentioned that many well informed people were making the case for a 50bp cut on the idea the Federal Reserve was offsides with respect to inflation + economy. Here's 3 such examples RenMac: Renaissance Macro Research as well: youtu.be/p4h-3jHWPXk?si…
Has the Fed Ever Cut by 50 Basis Points in "Peacetime?" Nick Timiraos in the The Wall Street Journal provides some context. wsj.com/livecoverage/f…
Yes, the long term nominal return for the S&P 500 is ~8% which makes this year's 20% gain much better than average. However, that's the average return for all years. Average return only for years in which the $SPX is higher is closer to 17%. Michael Santoli
I forgot to mention I sat down with my friends RiskReversal Media Danny Moses and Guy Adami that including a good section on the resiliency of the bear case and those who advance it. I think its worth a listen but admittedly, Im biased.
It was great to meet Sam Ro 📈 in person and always fun to sit with Downtown Josh Brown and Michael Batnick on the The Compound podcast. Hopefully it’s not the least entertaining #Podcast you listen to this week. If it is, blame Batnick.