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Japan: in search of a virtuous cycle
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"But perhaps the usefulness of Abenomics will have been to provide a workable game plan for a managed economic decline, in which bond investors pay the Japanese government to borrow."
Lombard Odier, Investment Strategy 2nd quarter 2016
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All that fun for nothing!
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"With surprising regularity, financial markets provide the opportunity to drop that phrase as a deadpanned summary of recent events."
Columbia Threadneedle Investments, Global Perspectives, April 25, 2016 , Jeffrey Knight, Global Head of Investment Solutions and Asset Allocation
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China’s monthly investment data provide first concrete evidence of ‘doubling down’
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"Official data published last week confirmed that investment by state-owned enterprises surged during the first three months of this year, with the scale of the turnaround strongly reminiscent of the early 2009 period. "
Fathom Consulting, News in Charts, April 21, 2016
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Health Care Stock Returns Outpacing Rise In Health Care Expenses
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First Trust Advisors L. P., April 21, 2016 , Bob Carey, Chief Market Strategist
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Germany versus ECB: How Dangerous is the Dispute?
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Careful what you wish for. For decades, Germans strongly believed in price stability and an independent central bank. Fate and the European Central Bank (ECB) have granted them both wishes.
Berenberg, 20.04.2016 , Holger Schmieding, Chief Economist
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Who you think the best candidate for the economy would be?
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interview on CNBC’s Fast Money, March 12, 2016 , Asher Edelman, on whom the Gordon Gekko corporate raider character was based in the 1987 movie, Wall Street
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...on the Harvard Economic Society in 1929
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a few days after the 1929 crash.
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...on the the abstraction of the market
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Quote
Volatility: The Market Price of Uncertainty, Artemis Capital Management, 2014 , Christopher R. Cole
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...on patient investors
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Quote
Tweedy, Browne Annual Report, 31.03.2014
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Which of all these series had the strongest correlation with U.S. stocks?
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Excerpt
How I Became a Quant: Insights from 25 of Wall Street's Elite , Wiley, John & Sons, July 2007 , Richard Lindsey, Barry Schachter
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