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Investment Thoughts
Non-Linear Observations on Financial Markets and the Economy
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articles 241-250 / 673 |
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page 25 of 68
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Strength in Aggregate Demand: Virtuous Cycle
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Asset Allocation, Macro, U.S., Positive Outlook
Excerpts , Wells Fargo Securities, Monthly Outlook, May 7th 2014
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Focus Germany, So far, so good
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Germany, Credit Cycle, Early Warning Indicator
Excerpts , Deutsche Bank Research, Current Issues, May 2 2014
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The Mythical Third Arrow
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Japan, Fiscal Policy, Negative View
Take , Fisher Investments Editorial, 28/05/2014
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Higher Yet and Perhaps Faster
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Equity, Bonds, Valuations, Treasury
Yield, Dividend Yield, Valuations
Excerpts , Daily Speculations, Gary Phillips, May 31, 2014
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Emerging markets: time to differentiate
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Excerpts , Lombard Odier, Investment Strategy Bulletin, May 2014
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A Disappearing act: impact of tighter financial conditions
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Bonds, Equity, Global, Market
Timing, Volatility, Early Warning Indicator
Excerpts , BlackRock Investment Institute, May 2014
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Profit Margins to Head Lower, Equities to Suffer
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Excerpt:
“Profit margins in the US have hit modern-day record levels, and this has been used to help justify high equity valuations. Consensus estimates are for profit margins to remain steady, or even increase from current levels. We disagree for ironclad economic and accounting realities, and think margins will fall, taking equities down too. “
U.S., Equity, Negative View , Variant Perception, May 22 2014
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Labor strikes in China: shifting demographics & economic rebalancing
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China, Macro, Negative View
Excerpts , Loomis Sayles, May 2014
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Germany: A land of milk and honey?
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Germany, Food for Thought, Early Warning Indicator
Quote , Deutsche Bank Research, Talking point, April 30, 2014
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Elections and directions in emerging markets. An entry point amid election concerns?
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Emerging Markets, Macro,
Contrarian, Positive View
Take , Loomis Sayles, April 2014
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