| |
Explaining the High P/E Ratios: The Message from the Gordon Model
|
The Journal Of Investment Management, Vol. 16 No.4, 2018 , Heinz Zimmermann
|
Central Banks Are Messing with Your Head
|
By directly influencing peoples' valuation scales through the manipulation of market interest rates, central banks affect every aspect of peoples' lives. It amounts to a "Revaluation of all Values", to use a term coined by the German philosopher Frederick Nietzsche.
Mises Institute, 03/21/2019 , Thorsten Polleit
|
The Forgotten Depression
|
1921: The Crash That Cured Itself
Simon & Schuster, November 17, 2015 , James Grant
|
Of wine, wine gums and debt
|
Fathom Consulting, Thank Fathom it's Friday, 18 April 2019 , Brian Davidson
|
Part 2: Our Evaluation of the Global Economic Cycle
|
The Bearish View of the Global Economic Cycle
Brandywine Global, Around the Curve, April 10 2019 , Anujeet Sareen, CFA, Portfolio Manager
|
I Get Knocked Down, Then I Get Knocked Down Again…
|
When Will Value Investing Get Back Up?
Brandywine Global, Around the Curve, March 25 2019 , Patrick S. Kaser, CFA
|
Part 1: Our Evaluation of the Global Economic Cycle
|
The Bullish View of the Global Economic Cycle
Brandywine Global, Around the Curve, April 3 2019 , Anujeet Sareen, CFA, Portfolio Manager
|
10 Years of Slow Growth Fears
|
Growth slowdown fears appear omnipresent these days as investors worry this long global economic expansion is on the wane. But slowish growth isn’t a bull market killer—as stocks’ overall rise over the last decade attests.
Fisher Investments MarketMinder, 03/25/2019 , Editorial Staff
|
Clash of Empires: Currencies and Power in a Multipolar World
|
Empires usually start off as road-building exercises. Which explains why, in Europe, everyone says that “all roads lead to Rome”. And when they don’t build roads, empires build canals: the French built the Suez Canal (only to see the British buy Egypt’s stake once the hard work had been done), the Americans built the Panama Canal and, less happily, the Soviets built the Aral Sea Canals (which ended up triggering one of the greatest ecological disasters of all time).
Gavekal, March 2019 , by Charles Gave & Louis-Vincent Gave
|
China’s Gangbusters Loan Growth
|
China likes doing things on a grand scale; its recent stimulus is no exception.
Fisher Investments MarketMinder, 03/04/2019 , Editorial Staff
|
