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   Investment Thoughts

 

Investment Thoughts

Non-Linear Observations on Financial Markets and the Economy

 

 

 

 

 articles 441-450 / 673   « page 45 of 68 »  
 
...on modern day gold standard
Quote
Variant Perception, February 2012

...on the euro attempt
Gavekal, February 2012

...on the dysfunctional Eurozone interbank market
Crossborder Capital, February 2012

...on private sector's balance sheet liquefaction
Morgan Stanley, February 2012

The Economic Impact of a Lone Business Jet
In those times of private-aviation bashing, here is a very thorough description of the positive economic impact and multiplication-effect related to a single business jet.
Jeremy Cox, January 2012

...about a bullish signal
Hit the Refresh Button, 08.02.2012 , Ken Fisher

QE Coming of Age
"...central banks have, through expanding their own balance sheets, in effect liquefied the private sector’s balance sheet and taken the unwanted assets off it."
Morgan Stanley, The Global Monetary Analyst, February 1, 2012 , Spyros Andreopoulos

An American History Lesson for Europe
You can draw your own conclusions and parallels with Europe today, and the U.S. Federal Government bailout of the States in 1789, and its refusal to do so again in the 1840s !
WSJ, February 3, 2012 , Thomas Sargent

These PIIGS Went to Market
For the two PIIGS still going to debt market (Italy and Spain, the others have been bailed out), where are we now? Debt auctions so far have largely gone just fine, with ample coverage and falling yields.
Fisher Investments MarketMinder , 03.02.2012

January Jonesing
When January winds down, there’s one thing you can usually count on: A stream of articles touting the so-called January effect, which claims January’s returns will set the year’s course. Yet today, with one week till month’s end, a quick Internet search yielded only one.
Fisher Investments MarketMinder , 24.01.2012


 

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