Investment Thoughts

Investment Office

Selecting relevant market observations

Investment Thoughts

Macro Observations

Investment Thoughts

Non-Linear Observations on Financial Markets and the Economy

articles 471-480 / 673		«	page 48 of 68	»

“How many years of US corn production would the dollar reserves of China buy?”

The End of the World, Part 1 , John Mauldin, August 27, 2011

Credit Availability and the Collapse of the Banking Sector in the 1930s

The Federal Reserve Reserve Board, Working Paper, August 26, 2011 , Mark A. Carlson and Jonathan D. Rose

How many years of US corn production would the dollar reserves of China buy?

The End of the World, Part 1-, August 27, 2011 , John Mauldin

The most efficient way to fund fiscal expenditure

In 1963, President Kennedy ordered the issuance of government paper money, with the same design as the Federal Reserve Notes, but entitled "United States Note" (instead of "Federal Reserve Note") and bearing only the seal of the US Treasury (therefore omitting the seal of the Federal Reserve system).
New Paradigm in Macroeconomics , Richard A. Werner, 2005

Institutional Cash Pools and the Triffin Dilemma of the U.S. Banking System

Between 2003 and 2008, institutional cash pools’ cumulative demand for short-term government guaranteed instruments (as alternatives to insured deposits) exceeded the supply of such instruments by at least $1.5 trillion. The “shadow” banking system rose to fill this vacuum, through the creation of safe, short-term and liquid instruments.
IMF Working Paper, WP/11/190 , Zoltan Pozsar

Common Sense: Aftershock to Economy Has a Precedent That Holds Lessons

Recent events bear an intriguing resemblance to 1937-38, and the recession within a Depression, which galvanized policy makers who had grown complacent about the recovery.
The New York Times, August 12, 2011 , James B. Stewart

The U.S. Content of “Made in China”

Although globalization is widely recognized these days, the U.S. economy actually remains relatively closed. The vast majority of goods and services sold in the United States is produced here. In 2010, imports were about 16% of U.S. GDP. Imports from China amounted to 2.5% of GDP.
FRBSF Economic Letter, 2011-25 August 8, 2011 , Federal Reserve Board of San Fransisco, Galina Hale and Bart Hobijin

Gold and Economic Freedom

"This is the shabby secret of the welfare statists' tirades against gold. Deficit spending is simply a scheme for the "hidden" confiscation of wealth. Gold stands in the way of this insidious process."
Ayn Rand, Capitalism: the Unknown Ideal , Alan Greenspan, 1966

Asset Class Returns I

Equity and Bonds

Asset Class Returns II

Currencies