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   Investment Thoughts

 

Investment Thoughts

Non-Linear Observations on Financial Markets and the Economy

 

 

 

 

 articles 91-100 / 673   « page 10 of 68 »  
 
Lonely Bytes – Cryptocurrencies & The Future of Money:
A New Technology Solution Desperately Seeking A Problem?
CrossBorder Capital, March 13, 2018 , Michael Howell

Why Financial Institutions Struggle to Modernize…and Why They Have to
Prattle is pleased to publish this interview with Zac Sheffer, CEO and Founder of Elsen, focusing on the modernization of financial institutions and the future of data in finance.
Prattle, February 7, 2018

Bad Things That Didn't Happen in 2017
A look at the false fears that weren’t.
Fisher Investments MarketMinder, 12/28/2017 , Editorial Staff

Market Capitalization Amazon vs. Sears
1999 vs. 2017
L2 Inc. December 2017 , Scott Galloway

Changes at the Top
The Five Largest Companies: Now vs. 2006
NYU, December 2017 , Scott Galloway

Retail's Anti-Christ
Market Value Today vs. 2006
NYU, December 2017 , Scott Galloway

The Questions for the Coming Year
"As Charles has shown over the years, this is the best combination for equity markets, as tight fiscal policy and loose money almost invariably leads to far higher P/E ratios. Alas, the opposite is true for the reverse: loose fiscal policy and tight money typically trigger a de-rating of equity markets. And this is the policy mix we seem to be heading towards."
Gavekal Research, December 15, 2017 , Louis-Vincent Gave

Devil’s in the Details: Robo Analysts, Financial Footnotes, and Buried Insights
"In all honesty, real fundamental analysis hasn’t mattered since before the tech bubble, but the industry is running out of ways to avoid doing this research. Consequently, what we’re seeing now is a return to fundamental research."
Prattle, December 14, 2017

Baseball Thoughts
"Baseball is about losing most of the/your time; for all the audience cheering and TV noise its natural pace is laconic."
Daily Speculations, October 23, 2017 , Anonymous and Stefan Jovanovich

The Rise of the Yuan and The End of the Oil Exchange Standard
"Global currencies don’t so much fail as they are eclipsed by a stronger competitor."
CrossBorder Capital, November 29, 2017 , Michael Howell


 

Themes

 

Asia

Bonds

Bubbles and Crashes

Business Cycles
Central Banks

China

Commodities
Contrarian

Corporates

Creative Destruction
Credit Crunch

Currencies

Current Account

Deflation
Depression 

Equity
Europe
Financial Crisis
Fiscal Policy

Germany

Gloom and Doom
Gold

Government Debt

Historical Patterns

Household Debt
Inflation

Interest Rates

Japan

Market Timing

Misperceptions

Monetary Policy
Oil
Panics
Permabears
PIIGS
Predictions

Productivity
Real Estate

Seasonality

Sovereign Bonds
Systemic Risk

Switzerland

Tail Risk

Technology

Tipping Point
Trade Balance

U.S.A.
Uncertainty

Valuations

Yield