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   Investment Thoughts

 

Investment Thoughts

Non-Linear Observations on Financial Markets and the Economy

 

 

 

 

 articles 451-460 / 673   « page 46 of 68 »  
 
Foreign Holdings of U.S. Treasuries and U.S. Treasury Yields
The Federal Reserve Board, Working Paper, 2012-1041 (January 2012) , Daniel O. Beltran, Maxwell Kretchmer, Jaime Marquez, and Charles P. Thomas

The End of History (Again): Why We May Be Living in a Permanent Financial Crisis
"...what the European states need more than anything else is vigorous economic growth, but what they are getting is more austerity. What the European banking system needs is to get out from under its crushing debt load, but what it is getting is more debt."
Greycourt & Co. Inc., January 2012 , Gregory Curtis, Chairman

The Rise of Consumption Equality
It used to be so cool to be wealthy (...) Now it's hard to swing a cat without hitting yet another diatribe against income inequality. People sleep in tents to protest that others are too damn wealthy.
WSJ, January 03, 2012 , Andy Kessler

A Web of Misperceptions
A look around the web at some common misperceptions—and some alternative perspective to consider.
Fisher Investments MarketMinder , 02.01.2012

The Long March of the Euro Communist Economies
"The media all over the world, but especially in France, are presenting the crisis as a financial one, as if the governments and the politicians have no responsibility. This crisis is in fact very typical of a communist system arriving at the end of its ability to borrow and make the productive system service the debt it has accumulated, simply because the productive sector is going bust."
GaveKal Five Corners, Volume 12, Issue 24, Monday, December 12, 2011 , Anatole Kaletsky, Charles Gave, Francois Chauchat

Liquidity Risk and Hedge Fund Ownership
The Federal Reserve Reserve Board, Working Paper, September 19, 2011 , Charles Cao and Lubomir Petrasek

Asset Price Booms and Current Account Deficits
FRBSF Economic Letter, December 5, 2011 , Paul Bergin

A Visual History of the Federal Reserve System, 1914 -2009
The Visual History of the Federal Reserve System, 1914-2010 portrays the Fed's balance sheet from founding to the present, as well as interest rates, reserve requirements, recessions, chairmen, US presidents, major events, and more. This is the first time this data has ever been compiled and portrayed in a single graphical display.
Financial Graph & Art , John Paul Koning

7 Billion Reasons Malthus Was Wrong
""You’d think after 200 years, folks would eventually say, “That Malthus guy? Kind of wrong.” Yet, with the (projected) birth today of the world’s 7 billionth occupant, there’s no shortage of media hand-wringing about the dim prospects of our world from here."
Forbes, 31/10/2011 , Lara Hoffmans

There will be Oil
For decades, advocates of 'peak oil' have been predicting a crisis in energy supplies. They've been wrong at every turn, says Daniel Yergin.
WSJ, December 2011


 

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