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   Investment Thoughts - Chart Gallery

Memorable Bubbles: Chapter 2
The Nasdaq of the late 1990s and the Nikkei ex- and post-1980s

 

The Nasdaq of the late 1990s and the Nikkei ex- and post-1980s

 

 

>> View dotcom companies' parabolic rise and crash since 1995

 

>> Click here to view the Nasdaq of the late 1990s and the Nikkei ex- and post-1980s

 

>> Continue here to see the banks, financials and the commercial paper market around 2008

 

>> Shanghai, Saudia Arbaia and Petrochina before and after their tipping points

 

 

Nasdaq Index: 1985 - 2000

 

 

Nasdaq Index: 2002 - 2010

 

 

Nikkei 225 Index:  1980 - 1989

 

 

Nikkei 225 Index: 1990 - 2010

 

 

>> View dotcom companies' parabolic rise and crash since 1995

 

>> Click here to view the Nasdaq of the late 1990s and the Nikkei ex- and post-1980s

 

>> Continue here to see the banks, financials and the commercial paper market around 2008

 

>> Shanghai, Saudia Arbaia and Petrochina before and after their tipping points

 

Investments Office, September 2012-Ronald Weber

05.09.2012


 

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