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   Investment Thoughts

 

Investment Thoughts

Non-Linear Observations on Financial Markets and the Economy

 

 

 

 

 articles 161-170 / 673   « page 17 of 68 »  
 
Fading Forecasts
Quote
How I Became a Quant: Insights from 25 of Wall Street's Elite , Wiley, John & Sons, July 2007 , Richard Lindsey, Barry Schachter

Worst Loss and Futures Promises
Quotes
How I Became a Quant: Insights from 25 of Wall Street's Elite , Wiley, John & Sons, July 2007 , Richard Lindsey, Barry Schachter

Cheats and Deceits
How Animals and Plants Exploit and Mislead
Oxford University Press, February 2016 , Martin Stevens

USA 10-year Bond Constant Maturity Yield
1790 - 2010
Global Financial Data

The Global Economy Didn’t Change Last Year, Views of QE Did
The stock market is still viewed as if it were a discounting mechanism, a system where information is processed and priced to deliver insight about the fundamental state of liquidity, markets, and the economy. That view has always been debatable, but never more so than the whole of this century so far.
Alhambra Investment Partners, 11.04.2016 , Jeffrey P. Snider

The Global Liquidity Trap Turns More Treacherous
The adoption of negative interest rates will do little to stimulate growth.
Guggenheim Partners, April 07, 2016 , Scott Minerd, Chairman of Investments and Global CIO

US Households Net Worth: 1950 - 2015
Thomson Reuters Datastream, June 2015 , Investment Office

Cyprus versus Greece: a lesson in Eurozone reform
Berenberg, Economics, Chart of the week, April 1st, 2016 , Holger Schmieding, Chief Economist; Kallum Pickering, Senior UK Economist

The S&P 500, Dow and Nasdaq Since Their 2000 Highs
"So far the 21st Century has not been especially kind to equity investors. Yes, markets do bounce back, but often in time frames that defy optimistic expectations."
Advisor Perspectives, April 1, 2016 , Doug Short

NYSE Margin Debt Falls Again: More Confirmation of a Major Market Turning Point Last Year?
The New York Stock Exchange publishes end-of-month data for margin debt on the NYX data website, where we can also find historical data back to 1959. Let's examine the numbers and study the relationship between margin debt and the market, using the S&P 500 as the surrogate for the latter.
Advisor Perspectives, March 31, 2016 , Doug Short


 

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