Thank you, hamvestor. On the conviction that the Fed has a
built-in dovishness at this point that will last and probably
increase, I stayed long XLU, EDV, OC, MDSO, VNQ, TLT & a few
other macro positions going into the announcement. Not a bad
day.
Posted by hamvestor on 18th of Mar 2015 at 04:02 pm
Continued dovishness, as you say, is likely to continue. Stanley
Fischer seems to particularly influential with Yellen, and his
views are similar to hers. I remember a Forbes piece a year or two
ago lamenting the fact that he would be prone toward policies which
are prone to result in asset bubbles.
Thanks for the recommendations. I'm still trying to figure out
when to get into EOG and some other high-quality energy plays in
anticipation of a bottom in oil prices. I know it's impossible to
pick the bottom, but I don't want to get in too far ahead of that
point.
Newsletter
Subscribe to our email list for regular free market updates
as well as a chance to get coupons!
Thank you, hamvestor. On the
Yellen: "Removing Patience doesn't Mean Impatience"
Posted by a_l_ on 18th of Mar 2015 at 03:49 pm
Thank you, hamvestor. On the conviction that the Fed has a built-in dovishness at this point that will last and probably increase, I stayed long XLU, EDV, OC, MDSO, VNQ, TLT & a few other macro positions going into the announcement. Not a bad day.
Continued dovishness, as you say,
Posted by hamvestor on 18th of Mar 2015 at 04:02 pm
Continued dovishness, as you say, is likely to continue. Stanley Fischer seems to particularly influential with Yellen, and his views are similar to hers. I remember a Forbes piece a year or two ago lamenting the fact that he would be prone toward policies which are prone to result in asset bubbles.
Thanks for the recommendations. I'm still trying to figure out when to get into EOG and some other high-quality energy plays in anticipation of a bottom in oil prices. I know it's impossible to pick the bottom, but I don't want to get in too far ahead of that point.