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   Investment Thoughts

 

Investment Thoughts

Non-Linear Observations on Financial Markets and the Economy

 

 

 

 

 articles 231-240 / 673   « page 24 of 68 »  
 
August 1914: When Global Stock Markets Closed
Only after the fall of Communism did stock markets become as globally integrated as they had been before 1914.
Global Financial Data, July 30, 2014 , Bryan Taylor, Chief Economist

Average Stock Market Returns Aren’t Average
The average investor in the stock market will earn less than the average stock market return–this is true even without taking into account any behavioral biases.
Alex Tabarrok , MarginalRevolution, July 11, 2014

The Fed Wants to Be Behind the Curve
Federal Reserve, Yield Curve, Macro, Early Warning Indicator
Quote , Bianco Research, James Bianco on Bloomberg, July 24, 2014

Remarks at a Symposium in Honor of Korekiyo Takahashi
"The key to the Takahashi Economic Policy's success was a shift in economic policymaking from the deflationary regime of Inoue to the reflationary one of Takahashi."
Bank of Japan, October 2013 , Kikuo Iwata, Deputy Governor of the Bank of Japan

Like A Stealth Bomber
"What if inflation is actually surging and the traditional methods of measuring it are just not capable of capturing the rise".
Lobnek Wealth Management, Newsletter, July 2014 , Altug Ulkumen

"Let me cut to the chase"
Quote
Federal Reserve Bank of Dallas, July 16, 2014 , Richard W. Fisher

Nasdaq Getting Closer and Closer
After a bubble-fueled rally of 138% from the start of 1999 to March 2000, the Nasdaq Composite proceeded to fall 79% from a high of 5,132 on 3/10/00 to a low of 1,108 on October 10th, 2002. After the dot-com bubble burst, many investors thought the Nasdaq may never get back to its all-time highs from March 2000.
Bespoke Investment Group, July 3, 2014

Central Banks Chart a Course for Overheating
When bull markets mature, investors fear a coming crisis. Today there are plenty of candidates from Europe to China to Thailand. But bull markets climb a wall of worry and there are reasons now not to expect a looming crisis.
Guggenheim Partners, Market Perspectives, June 2014 , By Scott Minerd, Chairman of Investments and Global CIO

International Overview: Some Struggle, Some Stabilize, Some Move Ahead
U.S., Global Economy, Central Banks, Unemployment, Recession, Monetary Policy
Quote , Wells Fargo Securities, Monthly Outlook, June 11, 2014

Wild Swings
U.S., Volatility, Misperception
Quote , BespokeInvest, May 30, 2014


 

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