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   Investment Thoughts

 

Investment Thoughts

Non-Linear Observations on Financial Markets and the Economy

 

 

 

 

 articles 541-550 / 673   « page 55 of 68 »  
 
Fooled by Statistical Probability!
Bloomberg, 03.09.08 , Dwight Anderson

While a Magician Works, the Mind Does the Tricks
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

Attention and awareness in stage magic: turning tricks into research
Nature Reviews Neuroscience, 30 July 2008 , Stephen L. Macknik, Mac King, James Randi, Apollo Robbins, Teller, John Thompson & Susana Martinez-Conde

Crouching Tigers
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

Are New Trends Starting to Emerge?
"amongst Asia ex-Japan't top 100 companies by market capitalization, 84 are finance or commodity related stocks."
GaveKal, July 2008

Dates, Credit and Inflation
"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

It’s Been A Re-financing Crisis
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

Ad Hoc Comment on Market Resilience
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

Engines That Move Markets: Technology Investing from Railroads to the Internet and Beyond
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

The Fed’s reaction to the stock market during the great depression: Fact or artefact?
Explorations in Economic History, Volume 45, Issue 2, Pages 107-208 (April 2008) , Pierre L. Siklos


 

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