So let’s cut to the chase: The reason Pavlov Bernanke took away the 
punch bowl on Thursday and put markets into a tailspin, was because 
stocks are overheating and because his goofy printing operations have 
generated all kinds of risky behavior. Keep in mind, that it was 
Bernanke who said that he thought that goosing stock prices would create 
the “wealth effect” that would lead to a broader recovery in the real 
economy. Just as it was Bernanke who signaled that he would keep stocks 
from breaking lower. (The “Bernanke Put”). In other words, investors 
have just been following their Master’s lead, which is why they  loaded 
up on stocks to begin with. And that’s why junk bond yields dropped to 
record lows. And that’s why margin debt climbed to record highs. And 
that’s why all the big corporations have been buying back their own 
shares hand over fist. And that’s why the financial markets are riddled 
with bubbles. It’s because Bernanke tacitly implied that he would 
support rising stock prices with lavish infusions of funny money NO 
MATTER WHAT.

full: http://www.counterpunch.org/2013/06/21/the-big-plunge-2/
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