A Bit More Bull

Bear Mountain Bull Annex/Archives

Monkey See… February 15, 2012

Filed under: Markets — BMB @ 7:45 pm

“The Lesson of ‘Half-Hearted’ QE”:

So what did QE achieve in Japan? “The program aided weaker Japanese banks and generally encouraged greater risk-tolerance in the Japanese financial system,” concluded a Federal Reserve study in 2006…just before the West caught up with Japan and embarked on its own credit-bust and depression.

“Quantitative easing may have [therefore] had the undesired impact of delaying structural reform,” said the Fed – a structural reform that zero-rate money printing in the UK and US hasn’t yet allowed either. Our zombie banks continue to avoid collapse, thanks to the huge volume of money thrown at their balance-sheets. Keeping them on life support, as the Japanese experience shows, will mean extending and expanding QE indefinitely.

Monkey do.

 

4 Responses to “Monkey See…”

  1. Randal Says:

    Happy happy joy joy

  2. Maria Says:

    More like Monkey poo.

  3. Andrew Says:

    Oh please don’t say we’re going the Japanese way. That means gold and other commodities are must haves if you want to maintain purchasing power. Thanks for making me depressed today.

    • BMB Says:

      From what we’ve seen so far, it’s hard to argue that we’re not. I mean, c’mon, already promising low rates for the next three years? What the heck is that?


Comments are closed.

 
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