(1) Agreeing with Professor Stiglitz. (2) Bernanke’s obsessive compulsive need to avert deflation. (3) A short history of QE-1.0, which was a success. (4) QE-2.0 is more likely to boost the price of gold than employment. (5) The bond bubble could burst soon. (6) Continuing to overweight commodities and stocks. (7) QE can't create jobs in housing industry. NOTICE: Our Morning Briefings are now available on FactSet.
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