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   Investment Thoughts

 

Investment Thoughts

Non-Linear Observations on Financial Markets and the Economy

 

 

 

 

 articles 311-320 / 673   « page 32 of 68 »  
 
Only in Japan
Luxeat, April 2013 , Aiste Miseviciute

Monkey fund managers
Cass Business School, April 2013 , Professor Andrew Clare

Voltaire on government
Voltaire, French writer, historian and philosopher, 19th Century

Financial Repression in North Korea
The price of rice has increased by roughly 28,500% over the last three years, while the North Korean Won currency is in a free fall. Sounds familiar?
Investments Office, April 2013

The typical Londoner during the first era of globalization
"But, most important of all, he regarded this state of affairs as normal, certain, and permanent, except in the direction of further improvement, and any deviation from it as aberrant, scandalous, and avoidable".
The Economic Consequences of the Peace , John Maynard Keynes, 1919

Missing/Avoiding the Best & Worst Days of S&P500 from 1993 to 2010
Assuming that you can avoid the 10 worst days, you will have to do so in a way that does not have you missing the 10 best days. If you manage to avoid all of the worst days, but miss all of the best days too, then your portfolio performance will be close to buy & hold (minus transaction costs).
Pension Partners, LLC, September 2010 , Michael A. Gayed

Reindustrialisation Risk
"Most see the prospect of America reindustrialising as bullish. In my view, that depends on whether you are an economist or whether you are an investor."
Morgan Stanley, April 3, 2013 , Gerard Minack

Cash Is Dead! Long Live Cash!
“What explains the rapid rise in currency holdings at the same time that other methods of payment are displacing the greenback?”
Federal Reserve Bank of San Francisco 2012 Annual Report , an Essay by John C. Williams, President and CEO

S&P 500 index priced in Gold grams
...from 1880, 1950 and January 2006 to April 2013
pricedingold.com , April 2013

US Federal Debt in kilotonnes of Gold
...from 1900 to 2013
pricedingold.com , April 2013


 

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