Investment Thoughts

Investment Office

Selecting relevant market observations

Investment Thoughts

Macro Observations

Investment Thoughts

Non-Linear Observations on Financial Markets and the Economy

articles 261-270 / 673		«	page 27 of 68	»

The Land Co. of Florida and the Florida Real Estate Bubble

The Florida Land Bubble of the 1920s has been hailed as a precursor both to the Stock Market Bubble of the late 1920s and the real estate bubble of the 2000s.
Global Financial Data, 22.10.2013 , Dr. Bryan Taylor, Chief Economist

Be Like Water: The Philosophy and Origin of Bruce Lee’s Famous Metaphor for Resilience

"Empty your mind, be formless. Shapeless, like water. If you put water into a cup, it becomes the cup. You put water into a bottle and it becomes the bottle. You put it in a teapot, it becomes the teapot. Now, water can flow or it can crash. Be water, my friend."
Brainpickings, May 29, 2013 , by Maria Popova

The Bank War

A previous blogged discussed the founding and dissolution of the First Bank of the United States (BUS) which existed from 1791 to 1811. After the First BUS recharter was defeated, the United States suffered defeat in the War of 1812, and suffered from a lack of fiscal order and an unregulated currency. As industrial and commercial interests expanded after the War of 1812, politicians advocated for the creation of a second Bank of the United States to promote the economy.
Global Financial Data, 26.09.1013 , Dr Bryan Taylor, Chief Economist

1995 Government Shutdown

With a potential government shutdown looming large, below is a look at how the S&P 500 reacted the last time the government shut down. Back in November and December of 1995, President Bill Clinton and Speaker Newt Gingrich faced off and shut down the government twice.
Bespoke Investment Group, September 30th, 2013

Did Bernanke Study The First Bank of the United States?

The President, Directors and Company, of the Bank of the United States, or the First Bank of the United States, as it is more commonly known, was chartered for a term of twenty years, by the United States Congress on February 25, 1791. The bank was part of Alexander Hamilton’s plan for stabilizing and improving the nation’s credit by establishing a central bank, a mint, and introducing excise taxes.
Global Financial Data, September 20th 2013 , Bryan Taylor

Internet Stocks Partying Like It's...

The stock market has gotten a few bumps and bruises on its ride higher this year, but one area that has had a pretty smooth ride the whole way is the Internet group.
Bespoke Investment Group, September 26th, 2013

"Engendering a false sense of security..."

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Cazenove Capital Management, August 2013 , Richard Jeffrey

...on the Fed and price distortions

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Federal Reserve Bank of Dallas, August 5, 2013 , Richard W. Fisher

Deutsche Bank Special Topic: Red flag! – The curious case of (NYSE) Margin Debt

"It can be debated quite controversially, whether the current level of margin debt is to be considered as excessive, but findings in this report indicate the time has come to stop debating on pricing levels among equities (being cheap relative to bonds on the one hand side, but fairly valued compared to own historic levels on the other hand side) and start debating on leverage in the system, which has undeniably reached a critical level, once again."
Deutsche Bank, August 2013

71 reasons to be bearish from 1934 to 2005

Daily Speculations, August 2013 , Steve Ellison