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   Investment Thoughts - Beyond Finance

Beyond Finance

Drawing  Ideas, Inspiration and Models from other Fields

 

 

 articles 21-30 / 83   « page 3 of 9 »  
 
The Great Recession? Crisis? How About Relearning?
Despite a high level of drama in nearly every corner of the economic globe, we have yet to settle on a catchy description for this particular period in history. We have had the Great Financial Crisis, or the Great Recession, following closely behind, and directly related to, the Great Moderation (itself only a slight change from the Great Inflation).
Alhambra Investment Partners, April 26, 2013 , Jeffrey Snider, Chief Investment Strategist

“The Crowd: a Study of the Popular Mind”
An influential book from 1895 on the social psychology of crowds, originally written in French (“Psychologie des Foules”).
By Gustave Le Bon (1841 – 1931)

The typical Londoner during the first era of globalization
"But, most important of all, he regarded this state of affairs as normal, certain, and permanent, except in the direction of further improvement, and any deviation from it as aberrant, scandalous, and avoidable".
The Economic Consequences of the Peace , John Maynard Keynes, 1919

Would the real Peter and Paul please stand up?
"It is no secret that our quest is to find scarcity. But the scarce substance we prize above all else is trustworthiness. Aware that we worry too much in a world growing more wary and distrustful, it is here we place an increasing premium, here that we seek refuge from financial folly and here that we expect the next bull market."
Edelweiss Journal, Issue 12, 11 March 2013 , by Dylan Grice

The Effect of Language on Economic Behavior:
Evidence from Savings Rates, Health Behaviors, and Retirement Assets
Yale University, School of Management and Cowles Foundation, December, 2012 , M. Keith Chen

No territory, no profit: The pirate organization and capitalism in the making
Our goal in this short essay is to envisage a broader picture that takes seriously other types of organization that gravitate at the periphery of capitalism’s territories.
M@n@gement, 2012/3 - Vol. 15, pages 265-272 , Rodolphe Durand, Jean-Philippe Vergne

Republican Rome
"The friends of Rome were to be made strong, but not too strong, and all of them were to be educated in their belief that they owed their prosperity, and their very existence, to the same mighty hand. It soon, however, became clear that between protection and annexation there was but a step."
Republican Rome, Her conquests manners and institutions from the earliest times to the death of Caesar. , by H. L. Havell, George G. Harrap & Co. Ltd., London Calcutta Sydney, 1914

US Birth Rate Hits New Low – A Nation of Singles
"The US birth rate fell to a record low in 2011. The marriage rate is tumbling as well. And the number of single Americans is now at a record high. The implications of these developments are troubling, not only for the economy, but also for the investment markets and the continual expansion of the federal government."
Mauldin Economics, December 21, 2012 , John Mauldin, Gary D. Halbert, Outside the Box

Merry Capitalism!
Henry Ford once famously quipped if he’d asked his customers what they wanted, they’d have said, “A faster horse.” It’s the holiday season once again, and while I troll stores and the Internet for gifts, I’m reminded of the wisdom in those few words.
Market Minder, 20 December 2012 , Emily Whitney

Popular Delusions
Memo to Central Banks: You're debasing more than our currency
Société Générale, Cross Asset Research, 2 October 2012 , Dylan Grice


 

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