japanification – Alhambra Investments

Not Bond Bull, The Bull of Bonds

In January 2018, Bill Gross was at it again. Famous for being the longtime public face of PIMCO, he’d acquired as much notoriety for being the boy who cried bear. By the way he talked and by what he predicted, you’d have to think the US Treasury had visited some horrible circumstance on a young [...]

Suddenly Stuck on Sideways: Banks, Not Babies Nor Bubbles

By Jeffrey P. Snider|2019-03-18T12:52:17-04:00March 18th, 2019|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

What is Japanification? There are all sorts of ways to explain what the term can mean. The simplest is a single word, which for me is “sideways.” We live in a non-linear world meaning one where compounding is the biggest factor. Albert Einstein probably never said compound interest is the most powerful force in the [...]

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