Analytics

 Investment Office

Selecting relevant market observations

Investment Thoughts
Asset Management
Pension Funds
Family Offices
Wealth Managers
About
Disclaimer

   Germany

 

 

Germany

 


 

 

 

 articles 1-5 / 5   page 1 of 1  
 
Stock Markets during the second World War
"Then in May 1942, just before the United States’ military fortunes in the Pacific improved, in the midst of the gloom and the bargains and at the point of maximum bearishness, the U.S. stock market made a bottom for the ages."
Wealth, War & Wisdom, 2008 , Barton Biggs

Memorable Bubble and Crashes: Chapter 1, The dotocom stars of the late 1990s
With equity markets currently very quiet, and most investors having lost interest in stocks, it's the perfect time to vizualise some of the most spectacular bubbles and crashes of the past twenty years.
Investments Office, September 2012 , Ronald Weber

How heavenly is the German haven?
Angela Merkel stated last week: “Germany is strong. Germany is the economic engine and the anchor of stability in Europe. (...) But Germany’s strength is not infinite”. We could not agree more with the latter part.
Lombard Odier, June 21, 2012 , Investment Strategy Group

Corporations and Cash Hoarding
Corporate cash holdings are at their highest ever, as these two interesting charts attest.
Federal Reserve Bank of Cleveland, 01.10.2011; WSJ, 2012

The Long March of the Euro Communist Economies
"The media all over the world, but especially in France, are presenting the crisis as a financial one, as if the governments and the politicians have no responsibility. This crisis is in fact very typical of a communist system arriving at the end of its ability to borrow and make the productive system service the debt it has accumulated, simply because the productive sector is going bust."
GaveKal Five Corners, Volume 12, Issue 24, Monday, December 12, 2011 , Anatole Kaletsky, Charles Gave, Francois Chauchat


 

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