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   Investment Thoughts - Beyond Finance

Beyond Finance

Drawing  Ideas, Inspiration and Models from other Fields

 

 

 articles 31-40 / 83   « page 4 of 9 »  
 
The Food Crises and Political Instability in North Africa and the Middle East
New England Complex Systems Institute, August 10, 2011 , M. Lagi, K.Z. Bertrand, Y. Bar-Yam

What Happened to Virtue?
In the midst of the Great Depression, Treasury Secretary Andrew Mellon famously advised President Hoover to “liquidate labor, liquidate stocks, liquidate farmers, liquidate real estate” instead of propping each industry up with tax dollars. This liquidation doctrine would “purge the rottenness out of the system” and make certain that “people will work harder” and “live a more moral life.”
Ludwig von Mises Institute of Canada, September 26, 2012 , James E. Miller

Ubiquity, Complexity Theory, and Sandpiles
When things are unstable, it isn’t the last grain of sand that causes the pile to collapse or the slight breeze that causes the ruler on your fingertip to fall. Those are the "proximate" causes. They’re the closest reasons at hand for the collapse. The real reason, though, is the "remote" cause, the farthest reason. The farthest reason is the underlying instability of the system itself.
How Change Happens , John Mauldin, August 17, 2012

Destroyed in Seconds
To my knowledge, there has NEVER before been a case (except in war or natural disaster) when a legitimate business has been destroyed so quickly — as what Knight Capital Group (KCG) experienced.
Daily Speculations, August 3, 2012 , Rocky Humbert

Behind the Great Firewall of China
Smart Censorship and Air Quality Data in Beijing.
Ted.com, July 2012 , Michatel Anti (aka Jing Zhao)

The Incredible Jobs Machine
How can government do the right thing to help productivity and the employment it fosters? Get out of the way. Every government-mandated low-flow toilet, phosphorous-free dishwasher detergent, CFL light bulb, and carbon-emission regulation is another obstacle on the way to a productive, job-creating economy that produces things consumers really want.
WSJ, July 16, 2012 , Andy Kessler

Could You Survive
The current issue of Outside magazine has an article called "Could You Survive" with 27 tips on how to survive a shark attack, a cougar attack, an avalanche, falling through ice, and a forest fire. The tips seem very relevant to how to survive in markets.
Daily Speculations, July 16, 2012 , Victor Niederhoffer

Creative Destruction in Action
The singular aspect of Moore’s law means that these disruptive forces are becoming more frequent and therefore occurring over a shorter period of time. We should prepare ourselves for some exciting developments over the coming decades.
Lobnek Wealth Management, Newsletter, May 2012 , Altug Ulkumen, CFA, Partner & Chief Investment Officer

Capturing Value in Global Networks: Apple’s iPad and iPhone
"We find that Apple continues to capture the largest share of value from these innovations (...) China’s role is much smaller than most casual observers would think."
University of California, Irvine, University of California, Berkeley and Syracuse University , Kenneth L. Kraemer, Greg Linden, and Jason Dedrick

Declining Trust in Institutions
A recent polling data confirms a disturbing trend in our society.
Investments Office; Gallup, May 2012


 

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