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Investment Thoughts
Non-Linear Observations on Financial Markets and the Economy

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articles 541-550 / 673 |
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page 55 of 68
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Fooled by Statistical Probability!
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Bloomberg, 03.09.08 , Dwight Anderson
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While a Magician Works, the Mind Does the Tricks
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Eye-grabbing distractions — to mask a palmed card or coin, say — are only the crudest ways to exploit brain processes that allow for more subtle manipulations, good magicians learn.
The New York Times, August 11, 2008 , Benedict Carey
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Attention and awareness in stage magic: turning tricks into research
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Nature Reviews Neuroscience, 30 July 2008 , Stephen L. Macknik, Mac King, James Randi, Apollo Robbins, Teller, John Thompson & Susana Martinez-Conde
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Crouching Tigers
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For a region whose business model - broadly speaking - relies on buying ever more expensive materials to sell goods to a slowing world, Asia's earnings forecasts look surprisingly perky.
Financial Times, July 17 2008
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Are New Trends Starting to Emerge?
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"amongst Asia ex-Japan't top 100 companies by market capitalization, 84 are finance or commodity related stocks."
GaveKal, July 2008
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Dates, Credit and Inflation
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"Date prices have taken a quantum leap and this delicious and nutritious staple is now costlier by about 1,000 percent. Farmers and date traders in Madina predict an imminent crisis in the business."
Meanwhile...in the UAE:
"Loans to individuals in the world's fifth-largest oil exporter surged almost 40 percent in 2007. They have almost doubled over the last four years, during which time oil prices have surged, helping drive economic growth and borrowing."
Saudi Gazette, Reuters, June 22, 2008
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It’s Been A Re-financing Crisis
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Thus, our problems concern illiquidity, not insolvency. In our view, the World has suffered a re-financing crisis over the past year largely brought on by Central Bankers’ preoccupation with fine-tuning interest rates, and their consequent mismanagement of liquidity.
Crossborder Capital, May 2008 , Michael Howell
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Ad Hoc Comment on Market Resilience
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I mean, honestly, if I had come here a year ago and announced that the world would see a liquidity crunch such as we have never seen before, that Bear Sterns, Countrywide (a company which at its height issued 20% of US mortgages) and Northern Rock would all hit the wall.
Gavekal, June 6th 2008
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Engines That Move Markets: Technology Investing from Railroads to the Internet and Beyond
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A comprehensive history of market-shaping industries, such as-electricity, the railroad, the telephone, the computer, their early perceptions and impact on investors.
Wiley, John & Sons, December 2001 , Sandy Nairn
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The Fed’s reaction to the stock market during the great depression: Fact or artefact?
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Explorations in Economic History, Volume 45, Issue 2, Pages 107-208 (April 2008) , Pierre L. Siklos
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