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   Investment Thoughts

 

Investment Thoughts

Non-Linear Observations on Financial Markets and the Economy

 

 

 

 

 articles 431-440 / 673   « page 44 of 68 »  
 
MSCI World Index Composition during Technology/Telecoms Bubble of 1999/2000
36% of MSCI World Index was comprised of tech stocks in 1999. Since 2002 it has fallen below 20%.
Schroders, MSCI

Reactions around the Market Crash of 1929
Already in those days, markets made everybody very humble, wether you were the wealthiest Jo on the planet or the most famous economist.
InvestmentsOffice.com , Ronald Weber, April 2011

Mixed Reactions around the March 9, 2009 U.S. Equity Market Bottom
This was probably the point of maximum bearishness, with highly divergent forecasts.
InvestmentsOffice.com , Ronald Weber, April 2011

Humiliating the Bears: Scepticism and Disbelief during the Greatest Market Rally
Could there be a similar pattern currently at work?
InvestmentsOffice.com , Ronald Weber, April 2011

Crushing the Bulls: Herding Behaviour around the NASDAQ Market Peak
...or what happens when popular opinion finally turns bullish on markets...
InvestmentsOffice.com , Ronald Weber, April 2011

Out of sync; Stock-market returns vs. growth in per capita GDP, 1988 – 2010, in local currency
According to this chart, there is little correlation between equity returns and GDP growth.
Nomura

UK Public Debt as a percentage of GDP since 1692
HM Treasury; Gregory Clark (2008), www.ukpublicspending.co.uk; Office of National Statistics; McKinsey Global Institute

US Government Debt as a percentage of GDP since 1792
www.usgovernmentdebt.us

Total US Credit Market Debt in Gold Terms
Crossborder Capital

Q&A, according to Central Bankers
Federal Reserve Bank of Dallas, February 2012 , Richard W. Fisher


 

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