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   Historical Patterns

 

 

Historical Patterns

 


 

 

 

 articles 1-10 / 26   page 1 of 3 »  
 
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

Memorable Bubbles: Chapter 2
The Nasdaq of the late 1990s and the Nikkei ex- and post-1980s
Investments Office, September 2012 , Ronald Weber

Memorable Bubbles: Chapter 3
Banks, financials and the commercial paper market around the crisis of 2008.
Investments Office, 2012 , Ronald Weber

Memorable Bubbles: Chapter 4
China, Saudi Arabia and Petrochina around their tipping points
Investments Office, September 2012 , Ronald Weber

War and Peace: a tale of two economies
Nominal and real return on assets classes for Japan and Switzerland over the past 100 years.
Investments Office , Ronald Weber

Destroyed in Seconds
To my knowledge, there has NEVER before been a case (except in war or natural disaster) when a legitimate business has been destroyed so quickly — as what Knight Capital Group (KCG) experienced.
Daily Speculations, August 3, 2012 , Rocky Humbert

"Have a Break, have a ...National Currency: When do Monetary Unions Fall Apart?" and "Checking Out: Exits from Currency Unions"
In light of the current Euro crisis, we introduce two academic studies on the topic of currency unions and dissolutions in recent history. Althoug the countries mentioned are not comparable to Spain or Greece today, the authors do make some interesting observations.
Andrew Rose, Volker Nitsch, Working Papers, 2007 and 2004

How Good An Indicator Was "The Death of Equities" Cover
In his monthly outlook for August, famous bond investor Bill Gross declared that "The cult of equity is dying." Naturally, Bill Gross' comments brought up memories of the famous "The Death of Equities" BusinessWeek cover from 1979, and what a good buying opportunity that was for US equities.
Bespoke Investment Group, August 1, 2012

The Gold Standard of the 1930s and the Euro today
The longer the country remained on the Gold Standard the longer it took for the economy to restore their pre-1929 levels of activity.
Deutsche Bank, Investments Office , June 2012


 

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