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Some of the Worst Book Timings
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From "Dow 40'000" in June 1999 to the "Great Depression Ahead" in January 2009, and "Why the Real Estate Boom will not Bust" in 2006 !
InvestmentsOffice.com , Ronald Weber, April 2011
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Trade Rebound vs. USD Shortage
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"The world has been suffering from a shortage of USD for 25 months in a row, which is the longest period ever, since the end of the Gold Standard in 1971. This might explain the USD’s surprizing strength during the last two years and the fact that world trade has completely flattened over the period."
Gavekal Intelligence Software, The Quant Corner, December 2019 , Didier Darcet
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On the acceptance of negative interest rates.
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Quote
BIS Quarterly Review, BIS, September 2019 , Claudio Borio, Monetary and Economic Department
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The memory of stock return volatility: Asset pricing implications
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Journal of Financial Markets, 23 January 2019 , Duc Binh Benno Nguyen, Marcel Prokopczuk, Philipp Sibbertsen
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Currency Competition in Switzerland, 1826-1850
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Kyklos, Volume 41, Issue 3, August 1988 , Ernst Juerg Weber
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Direct-Drive Motor Company
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Founded in 1917 in Philadelphia, Pennsylvania, Direct Drive Motor Car Company built automobiles under the brand Champion. In 1923 the Company was renamed as the Champion Motors Corporation (between 1908 and 1923 there were three car brands in the US with the same name).
Investment Office, October 2019
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The Dollar-driven Cage Match: Xi vs Li in China With Nowhere Else To Go
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"It was never accounted for how that miracle wasn’t all that miraculous; it was bought and paid for by an equally rapid advance in global eurodollars. Take away the “dollars” and the growth suddenly disappears. But that’s not in the textbooks."
Alhambra Investment Partners, October 18th, 2019 , Jeffrey P. Snider
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China’s Dollar Problem Puts the Sync In Globally Synchronized Downturn
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"The PBOC cannot gain headway because, contrary to Western imagination, Chinese technocrats are not actually patient geniuses playing some hidden long game at the rest of the world’s expense. They are hanging on merely hoping something goes right."
Alhambra Investment Partners, October 16th, 2019 , Jeffrey P. Snider
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Do the Germans have a problem with debt?
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Excerpt
Deutsche Bank Research Management, August 30, 2019 , Stefan Schneider
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Wars and Financial Panics: Global Bear Markets in the Twentieth Century
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"The 1700s was a century of war during which there were five bear markets, each driven directly or indirectly by a European war. The 1800s, on the other hand, was a century of peace, with numerous panics, but only one global bear market which occurred in the 1840s. There were no global bear markets between 1848 and 1912, a 64-year stretch of peace and economic growth.
War hit the world in 1914 when World War I began. Four bear markets occurred between 1912 and 1949. With the world generally at peace after World War II, recessions, sometimes driven by financial panics, were the main cause of bear markets."
Global Financial Data, Aug 19, 2019 , Dr. Bryan Taylor
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