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   Investment Thoughts

 

Investment Thoughts

Non-Linear Observations on Financial Markets and the Economy

 

 

 

 

 articles 461-470 / 673   « page 47 of 68 »  
 
What Moves the Interest Rate Term Structure?
FRBSF Economic Letter, November 7, 2011 , Michael Bauer

People's Bank of China versus the Swiss National Bank and the Bank of Japan.
What do these three central banks have in common?
Investments Office, October 2011

Creative Destruction at its Best: The History of the Dow Jones Industrial Average, 1896-2010
Over 106 stocks have been a member of the Dow at some point or another. This chart marks the span of time that each one of these stocks spent in the Dow, and shows the rise and fall of the index over this time frame.
Financial Graph & Art , John Paul Koning

Why Health Care Matters and the Current Debt Does Not
Excerpt
Federal Rreserve Bank of St. Louis, October 2011 , Brett W. Fawley and Luciana Juvenal

...on Texas dollars
Excerpt
Texas: What Makes Us Exceptional? Where Are We Vulnerable?, Dallas Fed, October 6, 2011 , Remarks of Richard Fisher before the Texas Economic Development Council Annual Conference

...on inflation ghosts of the 1970s
The Fed’s Dual Mandate Responsibilities: Maintaining Credibility during a Time of Immense Economic Challenges; Chicago Fed , October 2011 , Speech delivered by President Charles L. Evans

The Origin of Wealth: Evolution, Complexity, and the Radical Remaking of Economics
"The economy is a marvel of complexity. Yet no one designed it and no one runs it."
Harvard Business Press; September 14, 2007 , Eric Beinhocker

The Rational Optimist: How Prosperity Evolves
"The rich have got richer, but the poor have done even better."
Harper Perennial; Reprint edition (June 7, 2011) , Matt Ridley

The "déja vu" financial affairs of Greece in 1868!
Plus ça change...
From Chambers Encyclopaedia, "A Dictionary of Universal Knowledge for the People", Volume 5, 1868. Quoted in Private Eye (5 August 2011).

Christine Lagarde's turncoat:
"On July 23rd, acting then a France's finance minister, she congratulated herself (sic) for the good results of French banks at the latest stress tests. On August 27th, acting now as IMF president, she called for "substantial" and mandatory recapitalisation to bolster European banks' balance sheets without excluding those same French banks."
Cazenove Capital Management , European Alpha Absolute Return Fund Commentary, September 2011, Lionel Rayon


 

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