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   Investment Thoughts

Investment†Thoughts

Non-Linear Observations on Financial Markets and the Economy

 articles 1-10 / 673   page 1 of 68 »  
 
Some of the Worst Book Timings
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

Trade Rebound vs. USD Shortage
"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 USDís 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

On the acceptance of negative interest rates.
Quote
BIS Quarterly Review, BIS, September 2019 , Claudio Borio, Monetary and Economic Department

The memory of stock return volatility: Asset pricing implications
Journal of Financial Markets, 23 January 2019 , Duc Binh Benno Nguyen, Marcel Prokopczuk, Philipp Sibbertsen

Currency Competition in Switzerland, 1826Ā-1850
Kyklos, Volume 41, Issue 3, August 1988 , Ernst Juerg Weber

Direct-Drive Motor Company
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

The Dollar-driven Cage Match: Xi vs Li in China With Nowhere Else To Go
"It was never accounted for how that miracle wasnít all that miraculous; it was bought and paid for by an equally rapid advance in global eurodollars. Take away the ďdollarsĒ and the growth suddenly disappears. But thatís not in the textbooks."
Alhambra Investment Partners, October 18th, 2019 , Jeffrey P. Snider

Chinaís Dollar Problem Puts the Sync In Globally Synchronized Downturn
"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 worldís expense. They are hanging on merely hoping something goes right."
Alhambra Investment Partners, October 16th, 2019 , Jeffrey P. Snider

Do the Germans have a problem with debt?
Excerpt
Deutsche Bank Research Management, August 30, 2019 , Stefan Schneider

Wars and Financial Panics: Global Bear Markets in the Twentieth Century
"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


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