After QE3's announcement in mid September there was some concern that the effect of QE on the market had eroded because the S&P 500 ...

Apple's 10% decline today represents a $45B loss of market value, which is a larger amount than the market cap of 85% of the companies t...

After yesterday's post forecasting that we could see a 40% y/y increase in the monetary base in 2013 , I thought it might be good to loo...

To go along with the previous post forecasting when a 6.5% unemployment rate could occur , below is some analysis on how fast unemployment t...

As part of today's statement, the Fed acknowledged that it would be maintaining the current QE rate until unemployment hits 6.5% or infl...

Well, it's official.  As was widely expected, the Fed announced today that it would increase the size of QE to $85B per month from $40B ...

Although QE3 was announced almost 2.5 months ago, the mortgages that the Fed has been purchasing have only just started to hit the Fed's...

Even though QE3 has now been in effect for over a month, the monetary base hasn't budged since it was announced.  As I've documented...

The monetary base is an indicator which I always pay close attention to because it has been highly correlated with the price of oil and gold...

The S&P 500 is up 1.2% currently following the announcement of new QE.  This is not unlike the pattern that we saw in 2010 where the mar...

Pretty much as expected, the Fed announced that it will be conducting outright QE at the pace of $40B per month without any clear end date. ...

Operation twist has had the opposite effect on rates that outright QE has had, but equities have rallied during twist just like they did dur...

One indicator that we pay close attention to is the monetary base, the sum of currency and reserve balances at the Fed.  Over the last two w...