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   Investment Thoughts

 

Investment Thoughts

Non-Linear Observations on Financial Markets and the Economy

 

 

 

 

 articles 291-300 / 673   « page 30 of 68 »  
 
The Status of the U.S. Economy and a Perspective on 'The Modern Monetarism' (With Reference to Sheila Copps, Thomas Jefferson, Paul Volcker and William Shakespeare)
A superb analysis on the state of the US economy, with Richard Fisher's usual eloquent mix of humour, intelligence and unexpected references, all wrapped in a clear and understandable style.
Federal Reserve Bank of Dallas, June 4, 2013 , Richard W. Fisher

Germany vs. Spain
....in a few simple charts.
Bank of England, Rebalancing, 29 May 2013 , Speech given by Charlie Bean, Deputy Governor for Monetary Policy

Shadow Economy
Quote
Report by Tax Research, May 2013

Agricultural Repeat of the 1980s
Quote
Federal Reserve Bank of St. Louis, May 2013

USD Uptrend
Quote
Morgan Stanley, May 2013

Risk Shift from West to East
Quote
Morgan Stanley, May 2013

1995 Yen Repeat
Quote
Société Générale, May 2013 , Albert Edwards

...on 1995 and the Yen
Quote
Lombard Odier, May 2013

Some things never change
The Economist, April 6, 1895

Day and Night When Taking out the Keynes
Daily Speculations, May 8, 2013 , Kim Zussman


 

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