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   Investment Thoughts

 

Investment Thoughts

Non-Linear Observations on Financial Markets and the Economy

 

 

 

 

 articles 411-420 / 673   « page 42 of 68 »  
 
Kabuki Economic Paradox
Daily Speculations, May 22, 2012 , Rocky Humbert

...on quantitative tightening
Quote
Crossborder Capital, May 2012

Declining Trust in Institutions
A recent polling data confirms a disturbing trend in our society.
Investments Office; Gallup, May 2012

The Prolonged Resolution of Troubled Real Estate Lenders During the 1930s
Federal Reserve Board, Working Paper, 2012-31 , Jonathan D. Rose, May 8, 2012

Hugh Hendry 2012 Letter and Views
After two years of silence, Hugh Hendry is back and still at his best with a new investment and shareholder letter.
The Eclectica Fund, April 2012 , Hugh Hendry

Apple vs PIIGS
As of April 2012, Apple was worth almost as much as all the companies In Spain, Portugal and Greece combined.
Investments Office; Birinyi & Associates

Swiss Exchange Rate Policy in the 1930s
Quote
Working Paper, August 2006 , Michael Bordo, Thomas Helbling, Harold James

The Myth of Benjamin Graham and Value Investing
Excerpt
Practical Speculation, Wiley, 2005 , Victor Niederhoffer, Laurel Kenner

...on NASA's budget and exports
Paul Krugman, 2012

...on the back of every dollar bill
Quote
GaveKal, March 6th 2003


 

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