Investment Thoughts

Investment Office

Selecting relevant market observations

Investment Thoughts

Macro Observations

Investment Thoughts

Non-Linear Observations on Financial Markets and the Economy

articles 331-340 / 673		«	page 34 of 68	»

When Interest Rates Rise, Watch Out

WSJ, February 22, 2013 , Andy Kessler

The Effect of Language on Economic Behavior:

Evidence from Savings Rates, Health Behaviors, and Retirement Assets
Yale University, School of Management and Cowles Foundation, December, 2012 , M. Keith Chen

Socialism and market manipulation

French President François Hollande to the European Parliament, February 2013

Here we go again?

State of the Netherlands nationalises SNS REAAL
Government of the Netherlands, Minister of Finance, 01.02.2013

Bad News for Long-Term Investors

Joseph Lykken, a theoretical physicist with the Fermi National Accelerator Laboratory in Batavia, Illinois

Are We Like Sweden? Recovery in the Labor Market

More than 20 years ago Sweden suffered a severe financial crisis that brought unemployment to an all-time high. To this day the unemployment rate has not returned to where it was before the crisis. Economists say that if the U.S. is anything like Sweden, our full recovery may still be a long way off. Sweden is like the U.S. in many ways, but the roots of its labor market troubles appear to be very different from ours.
Federal Reserve Bank of Cleveland, 7 February 2013 , Emre Ergungor, senior research economist

Shall We Dance?

"But I remain convinced that investors are accepting historically elevated risks here, and that it is misguided to reach for speculative returns in an overextended market, simply out of repugnance for zero interest rates."
Hussman Funds, February 11, 2013 , John P. Hussman, Ph.D.

The Foolproof Way To Fight Deflation or the Road to Ruin?

The Euro is making headlines again, this time not due to its possible imminent disappearance as a currency but rather as a result of what many regard as its undue strength.
Variant Perception, February 12, 2013

How People Earn and Use Money: Vibrant Vintage Illustrations from 1968

"...far from a mere educational tool, the vibrant vintage primary-color illustrations (...) capture both the era’s characteristic biases and the naiveté of an overly simplistic view of the market economy — from the gender stereotypes dictating what types of jobs are appropriate for men and women to the blind faith in banks that seems in retrospect a caricature of the recent global recession to the tragic conditioning that work for money alone is the only kind of work."
Brain Pickings, December 2012 , Maria Popova

Tuna Bidding Record

NHK, January 5, 2013