You don’t have to be concerned about the Fed’s balance sheet anymore. Former Fed president, BIll Dudley has literally said “Stop worrying about the Fed’s balance sheet”. I feel better now. Time to buy the dip I guess. Well if you prefer, you can look at the statistics and see that it’s ultra important to reallocate capital, regardless if there’s more alpha to seek.
What do you personally believe the TRIGGER will be?
Stop Worrying About the Fed’s Balance Sheet – BNN Bloomberg
www.bnnbloomberg.ca/stop-worrying-about-the-fed-s-balance-sheet-1.1209231
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‘Big Short’ investor eyes new threat to financial system
www.irishtimes.com/business/markets/big-short-investor-eyes-new-threat-to-financial-system-1.3752582
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Triple-B movie: ‘Big Short’ star fears for debt-laden companies
Triple B corporate bond bulls aren’t blinking
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