Analytics

 Investment Office

Selecting relevant market observations

Investment Thoughts
Macro Observations
Capital Markets
Markets in History
Beyond Finance
Quotes on the Fly
Chart Gallery
Academia
Coffee Chronicles
Archives
Asset Management
Pension Funds
Family Offices
Wealth Managers
Asset Managers
About
Disclaimer
Privacy Policy
Cookie Policy

   Investment Thoughts

 

Investment Thoughts

Non-Linear Observations on Financial Markets and the Economy

 

 

 

 

 articles 141-150 / 673   « page 15 of 68 »  
 
Total Pages in the Code of Federal Regulations (1950 - 2014)
Columbian College of Arts & Sciences, Regulatory Studies Center

Dividends Tell a Better Story than Corporate Earnings
"Given the confusion that can be created from the two different ways to calculate earnings, we think an old saying among investors perfectly applies: “profit is an opinion, cash is a fact.” "
Oppenheimer Funds, July 5th, 2016 , Laton Spahr, Robert McClure, Eric Hewitt

La vraie signification du débat sur le BREXIT
"Les Anglais n’ont aucun problème avec les réalités. Ils ont de grosses difficultés avec les idées". Winston Churchill
Institut des Libertés, 20 juin, 2016 , Charles Gave

...bonds for capital gains and equities for yield.
CrossBorder Capital, June 2016 , Michael Howell

German 10-year Benchmark Bond
1807 - 2016
Global Financial Data, June 2016

The Death of Equities
"Could the 21st century be reverting back to the condition of stock markets in the 18th and 19th centuries when the capital gains on stocks were minimal or non-existent? Unfortunately, the answer to this question could very well be yes."
Global Financial Data, June 2nd 2016 , Dr. Brian Taylor

The Demise of the Zero Yield Bound
"The asymmetry of bond markets was often used to differentiate the performance potential of fixed income and equity investments. Bonds, we were told, had significant downside potential, while their upside was limited by a purported zero yield bound."
GAM, June 10th 2016 , Tim Haywood

Low rates now the problem, not the solution
Although in relative terms the US has had a good recovery, in absolute terms it has not. (...) Whether we look over the past five years, or whether we look over the past ten years, US productivity growth is close to as weak as it has ever been.
Fathom Consulting, June 10th 2016

A Third Major Bubble That Looks Set to Finally Burst
"As noted, when investors buy bonds for capital gains and equities for yield, something looks wrong!"
CrossBorder Capital, June 2016 , Michael Howell

By this metric, bonds have never been more valuable
"Return is the most salient feature of any asset class, and it’s hard to get happy about 0%. In an asset allocation framework, however, return has different dimensions."
Vanguard, May 26, 2016 , Joe Davis, global chief economist.


 

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