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   Investment Thoughts

 

Investment Thoughts

Non-Linear Views on Financial Markets and the Economy

 

 

 articles 1-10 / 659   page 1 of 66 »  
 
Devil’s in the Details: Robo Analysts, Financial Footnotes, and Buried Insights
"In all honesty, real fundamental analysis hasn’t mattered since before the tech bubble, but the industry is running out of ways to avoid doing this research. Consequently, what we’re seeing now is a return to fundamental research."
Prattle, December 14, 2017

Baseball Thoughts
"Baseball is about losing most of the/your time; for all the audience cheering and TV noise its natural pace is laconic."
Daily Speculations, October 23, 2017 , Anonymous and Stefan Jovanovich

The Rise of the Yuan and The End of the Oil Exchange Standard
"Global currencies don’t so much fail as they are eclipsed by a stronger competitor."
CrossBorder Capital, November 29, 2017 , Michael Howell

Returns are almost never average
Excerpt
Vanguard Blog, What’s your benchmark for investment success? November 16, 2017 , Donald Bennyhoff

...on QQE and Yield Curve Control.
Quote
Bank of Japan, Statement on Monetary Policy, September 21, 2017

Away from the tangible towards the intangible.
Quote
Fathom Consulting, October 27th 2017 , Thank Fathom it’s Friday – Are we living in a material world?

The First Billion-Dollar Company
It was only back in 1970 that the capitalization of the entire United States stock market hit $1 trillion and soon a single company may be worth that much. This raises the question, what was the first company to be worth $1 billion?
Global Financial Data, 15 November 2017 , Dr. Brian Taylor

Europe two tier equity market: free sectors vs regulated sectors in France
Travaux Pratiques: Ce qu'il faut avoir ou ne pas avoir dans les Marchés des Actions
Institut des Libertés, "Nouvelle Leçon sur les façons de gagner de l’argent sans travailler… Mais en réfléchissant !", 13 novembre, 2017 , Charles Gave

The Wisdom of Trees:
Walt Whitman on What Our Silent Friends Teach Us About Being Rather Than Seeming
Brain Pickings, November 2017 , Maria Popova

Volatility (or Lack Thereof) Isn’t Predictive
"While it’s tempting to think danger lurks under still waters—and financial media provide prompts aplenty—calm periods don’t portend big price movements ahead. Nor do they herald further tranquility. Volatility—low or high; up or down—is incapable of foretelling the future."
Fisher Investments MarketMinder, November 16, 2017 , Editorial Staff


 

Asset Management Switzerland 2015

 For professional investors only

 

 

 

 

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