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   Investment Thoughts

 

Investment Thoughts

Non-Linear Observations on Financial Markets and the Economy

 

 

 

 

 articles 131-140 / 673   « page 14 of 68 »  
 
The History of Zero: How Ancient Mesopotamia Invented the Mathematical Concept of Nought and Ancient India Gave It Symbolic Form
“If you look at zero you see nothing; but look through it and you will see the world.”
Brain Pickings, February 2017 , Maria Popova

The Master and his Knives
You can probably tell me what brand coat you have on, but can you tell me what brand of knife you used to prepare dinner last night? According to Jay Patel, owner of London-based Japanese Knife Company, the knife is humankind’s most valuable and underrated tool.
Luxeat.com , 31 January 2017 , Aiste Miseviciute

...on the next generation of economic models
Building the next generation of economic models is a priority for the Bank of Canada, Governor Poloz says, 31 January 2017

The Future of Energy Prices: Lessons from 750 Years of History
"... for most of history, commodity prices stayed the same for periods of several centuries. It was mainly in the 1500s and the 1900s that the world experienced irreversible increases in commodity prices."
Global Financial Data, January 5th 2017 , Dr. Brian Taylor

The Priceless Parable of Price Discovery
“Gentlemen prefer bonds.” So quipped Andrew Mellon in 1929 as stocks fell and investors rushed into bonds, pushing their yields down and prices up. Historians recount that the flight to safety had anything but a smooth landing.
Money Strong, December 21, 2016 , Danielle DiMartino Booth

...on greatest technological inflection point since Gutenberg
Thank you for being late: Remarks by Thomas L. Friedman on December 15 2016, the Brookings Metropolitan Policy Program

Donald Trump on Wall Street
There are so many different aspects of Donald Trump’s life that we could talk about, but the focus here is on Trump’s two publicly traded companies, Trump Hotels & Casino Resorts Inc. and Trump Entertainment Resorts, Inc.
Global Financial Data, October 12th 2016 , Dr. Brian Taylor

"The Bond Rally Of A Lifetime"
The Cause of Inflation, Lock Up For Infinity? Treasury Haters, Media Bias, Lonely Bulls, Maturity Matters, Three Sterling Qualities, Sovereign Shortages, "The Bond Rally of a Lifetime", and Finally Facing Reality
Gary Shilling's INSIGHT newsletter, August 2016 , Gary Shilling

Are You Ready for the Bubble of the 2020s?
"If you look back at the stock market over the past 350 years, you’ll find that in each Century, the Twenties have always enjoyed bull markets in equities; this rings true for the 1720s, the 1820s and the 1920s."
Global Financial Data, July 14th 2016 , Dr. Brian Taylor

Salt in Their Veins
"The social structure of the inland Maine community is unlike anything you might meet with anywhere else. The kids never move out of the town they were raised in, there is no theft, the center of town is the fish store, or the post office."
Daily Speculations, July 19, 2016 , Victor Niederhoffer


 

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