Optimistic that the long overdue change in policy will come “We remain optimistic that the long overdue change in the monetary policy landscape is in the offering. We are encouraged by the strength in the labor markets, recent stability in … Continued
Policymakers have been very successful in creating both debt and equity market bubbles “Despite their noble efforts, I believe policymakers have failed to foster the conditions for a credible sustained recovery. They have, however, been very successful in creating both … Continued
Each week I read dozens of transcripts from earnings calls and presentations as part of my investment process. Below are some of the most important quotes about the economy and industry trends from the transcripts that I read this week. … Continued