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All-Star Jeff Snider and Erik discuss:

  • “Not QE”, Repo Bailouts & more: Where does it end and why is it necessary to start with?
  • Reconciling improved unemployment reports with Jeff’s criticisms of CB policy
  • Distinguishing R* from true Economic Potential
  • The real causes of slack in the economy and underperformance against economic potential

Supporting Materials for Download

The R-star Fallacy: There Are No Strong Dollars 

Mr. Snider is Chief Investment Strategist and Head of Global Research at Alhambra Investment Partners.  Through detailed and comprehensive investigation of the global monetary and banking system, he was one of the few analysts to sound the alarm during the run-up to the panic of 2008 and then to predict the rebound in 2009.  His current commentary focuses on the global implications of the ongoing monetary deconstruction including the failure of Federal Reserve and central bank policy.  Mr. Snider is published nationally at RealClearMarkets, NewsMax, David Stockman's Contra Corner, and other places.