David Tepper

Tepper says if the market falls a couple hundred points maybe they would reconsider. But the only result now might be more food and energy inflation.

The Fed could announce a federal funds target of 3% but the tsunami of excess reserves now out there swamps any conceivable demand, so the federal funds rate would be guaranteed to remain stuck at zero. The target would be meaningless.…

Here's what people are saying about the Irish situation Cantillon - A step closer to full State control - The Irish Times Ireland crisis could cause EU collapse, warns president | Business | guardian.co.uk Finland: Don't Push…

The Fed, for whatever reason, has induced a shift in private portfolio preferences simply by talking about something.  But I think the point commentators like the Pragmatic Capitalist make is indisputably correct.  The policy…

Here is a good segment I did this past Friday on BNN founding anchor Howard Green's "Headline" show. The other guest was Philip Coggan, capital markets editor at the Economist in London. Here's what we had to say. Record low…

It's inflation that the Federal Reserve is after. Everyone knows this. The Fed has made it explicit. The sentence from the FOMC that Marshall highlighted yesterday shows you that: "The Committee will continue to monitor the…

This an excerpt from yesterday's daily commentary from David Rosenberg. Two things happened on Friday: First, a very successful hedge fund manager was on CNBC and (between songs, apparently) told viewers that the equity market now…