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   Investment Thoughts

 

Investment Thoughts

Non-Linear Observations on Financial Markets and the Economy

 

 

 

 

 articles 111-120 / 673   « page 12 of 68 »  
 
Hoshinoya Tokyo: a ryokan in the city
in Tokyo
Luxeat.com , 8 November 2017 , Aiste Miseviciute

...on Quantitative Diseasing in America.
Excerpt
Fisher Investment, Capital Markets Update: Summer 2017 , Ken Fisher

Japanese Monetary Policy In A Chinese-Dominated World.
Or Why The Yen Has Changed Regime And How Japan Should Behave More-and-More Like An Emerging Market?
CrossBorder Capital, Global View, September 2017 , Michael Howell

...on Innovation, Blockchain and Banks.
Quote
NYU Stern finance professor David Yermack, The Innovation Is the Blockchain, L2inc, Sep 21, 2017

This Is Not the Financial Crisis’s 10-Year Anniversary
10 years ago today, France’s largest bank froze three hedge funds as subprime-panicked investors fled. Headlines globally are calling this the beginning of the Global Financial Crisis, and at first blush, it certainly has all the trappings. Packaged subprime mortgages, a run on a bank, a liquidity crunch and hard-to-value assets.
Fisher Investments MarketMinder, August 9, 2017 , Elisabeth Dellinger

The Bank Bubble of 1929
"In reality, the bull market of the 1920s had more of an impact upon utility stocks and bank stocks than it did on industrial and railroad stocks."
Global Financial Data, June 3, 2017 , Dr. Brian Taylor

Some Global Odd & Ends
When it comes to central bank experimentation, Japan is always at the forefront. If something new is being done, Bank of Japan is where it happens. In May for the first time in human history, that central bank’s balance sheet passed the half quadrillion mark. It should be unsettling where a trillion is a rounding error.
Alhambra Investment Partners, July 3, 2017 , Jeffrey P. Snider

$106,000 for coffee? Let’s talk compounding
Most of my five children enjoy drinking coffee. Not just any old cup of joe, mind you, but a premium cup of java from one of the popular coffee chains. When they place their orders, it sounds like they’re speaking in a foreign language.
Vanguard Blog, May 25, 2017 , Fran Kinniry

The Basis For The Changing Basis
It is simply the nature of modern Economics to get most things backward. Positive Economics particularly in the form of econometrics has been like a declaration of ignorance, where Economists have formally decided to try and understand as little as possible.
Alhambra Investment Partners, 28.03.2017 , Jeffrey P. Snider

Global Demographic Trends Shape Policy Environment
"Demographics are key determinants of what is economically feasible at both the global and national levels. Demographics also have important implications for monetary policy. Slower population and labor force growth in the coming decades will have a depressing effect on real interest rates."
Economic Letter, Federal Reserve Bank of Dallas, July 2016 , Mark A. Wynne


 

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