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   Investment Thoughts

 

Investment Thoughts

Non-Linear Observations on Financial Markets and the Economy

 

 

 

 

 articles 571-580 / 673   « page 58 of 68 »  
 
How I Became a Quant: Insights from 25 of Wall Street's Elite
Finance is a beautiful field. First, it touches everything, so it has a license to explore the world. Second, there is more data in finance than any field I can think of. Third, the path from data analysis to the implementation of business ideas is incredibly fast. Fourth, if you can deduce something useful, you get paid.
Wiley, John & Sons, July 2007 , Richard Lindsey (Editor), Barry Schachter, Barry Schachter (Editor)

Brokers' forecasts and recommendations for Cisco Systems in 2000-2001
Absolutely brilliant!
Investments Office , Ronald Weber

Risk, Return and...Liquidity!
The combination of illiquidity and leverage has long been a mainstay of financial crises (…) illiquid assets which may not show much price movement for months can then dip sharply.
WSJ, June 26, 2007

How many blondes will it take to turn the dollar?
There remains widespread bearishness towards the greenback, but new hope for the US dollar bulls has come from an unlikely quarter: the glamorous world of top supermodels.
Crossborder Capital , November 2007

Sweetness and Power : The Place of Sugar in Modern History
Shows how the intelligent analysis of the history of a single commodity can be used to pry open the history of an entire world of social relationships and human behavior
Penguin Books, August 1986 , Sidney Wilfred Mintz

Dynamics of Markets: Econophysics and Finance
Standard texts and research in economics and finance ignore the absence of evidence from the analysis of real, unmassaged market data to support the notion of Adam Smith's stabilizing Invisible Hand. In stark contrast, this text introduces a new empirically-based model of financial market dynamics that explains the volatility of prices options correctly and clarifies the instability of financial markets. The emphasis is on understanding how real markets behave, not how they hypothetically 'should' behave.
Cambridge University Press, May 2004 , Joseph L. McCauley

Mechanical refrigeration, seasonality, and the hog–corn cycle in the United States: 1870–1940
Explorations in Economic History, Volume 45, Issue 1, January 2008, Pages 30-50 , Lee A. Craig and Matthew T. Holt

Chart on the Fly: Number of Banks in Japan, 1876–1945
Explorations in Economic History, Volume 45, Issue 1, January 2008, Pages 17-29 , Richard S. Grossman and Masami Imai

Signs of Re-flation in Japan:
According to Mizuho, we have seen in recent weeks price hikes for ramen noodles, beer, taxi fares, mayonnaise, white bread and student note books. In most of these cases these are the first price hikes in these items in 17 years!
Mizuho

Livedoor Analyst Report Undigged!
...or why CFAs and comics don't match!
Calyon


 

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