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Observations Lab

Non-Linear Views on Financial Markets and the Economy, based on Friedrich Hayek's paper on decentralized knowledge, "The Use of Knowledge in Society".

Dr. Brian Taylor, Chief Economist
Global Financial Data, February 27 2020
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Tony Coniaris, Portfolio Manager
Harris Associates, September 5, 2019
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By Daisuke Ikeda, Toan Phan, and Tim Sablik
Federal Reserve Bank of Richmond, Economic Brief, No. 20-01, January 2020
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Mark Robertson
Aviva Investors,  30 September 2019
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Dr. Brian Taylor
Global Financial Data, Aug 14 2019
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Latest Observations
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Stock Market Closures

Stock Market Closures: Why Keep Investors from Trading?

Dr. Bryan Taylor, Chief Economist
Global Financial Data, September 27, 2024

The Fed’s Big Cut Meets Cognitive Dissonance

The world is largely of two minds about the Fed’s -0.50 percentage point cut Wednesday. Neither seem right to us.

Fisher Investments Editorial Staff
Fisher Investments, 18 September 2024

Clean Power Investment Hype Loses Its Charge

Warning: Clean power’s returns may shock you.

Fisher Investments Editorial Staff
Fisher Investments, 16 September 2024

Manufacturing in the United States

Total Construction Spending: Manufacturing in the United States

FRED, Federal Reserve Bank of St. Louis, July 2024

The U.S. is not the most concentrated stock market

Weight of top 10 stocks in MSCI country equity indices

Rahul Ghosh, Portfolio Specialist, Global Equities
T. Rowe Price,  From the Field, June 2024

U.S. share of global equity market is rising

Country shares of global equity markets

Rahul Ghosh, Portfolio Specialist, Global Equities
T. Rowe Price,  From the Field, June 2024

Meilleur Investisseur du Monde

Les Secrets du Meilleur Investisseur de l'Histoire (66%/an) ! [Didier Darcet]

Didier Darcet, Richard Détente
Grand Angle, 21 July 2024

The Road to Compliance

Part 1

Geistkreis, July 2024

The US-China conundrum

Equity performance in the US and China has mirrored the flow of capital

Alexandra Morris
Skagen, 2 July 2024

S&P Market Concentration Hits a New All-Time High

Standard and Poor’s has just released data on the market cap and share of the S&P 500 that the Top 10 stocks make up. The data show that once again the US stock market has become the most concentrated in the past 150 years.

Dr. Bryan Taylor, Chief Economist
Global Financial Data, July 1, 2024

''The peak of the bubble was also in a sense the peak of clarity.''

Quote

Peter Thiel
The Aspen Institute, 28 June 2024

The Life of Matthew Fontaine Maury Osborne

Anyone who appreciates the scientific study of finance will recognize the name of MFM Osborne as a pioneer, visionary, and creator of our field.

Victor Niederhoffer
Daily Speculations, June 6, 2024

''You’ll never be forgiven for being right."

Excerpt

Neil Oliver
The Jimmy Dore Show, “It’s Going To Get Ugly!” – Says Neil Oliver In Interview w/ Jimmy Dore, 4 June 2024

“Everything woke turns to s**t.”

Quote

Donald J. Trump
Cullman, Alabama, 22 August 2021

Dr. Markus Krall: ESG führt zu fatalen Wirtschaftskrisen

Dr. Markus Krall
Liberales Institut, 30 April 2024

Swiss Central Bank Just Sent a Warning to the World

Few were expecting anything more than a few franc sales from the Swiss National Bank today. Instead, the SNB boldly cut its ST rate specifically because it knows what's coming from around the rest of the world. And that doesn't mean inflation in Switzerland or anywhere else.

Jeffrey Snider
Eurodollar University, 21 March 2024

Was läuft derzeit schief bei der Energiewende?

Beim Thema Energiewende verfolgt Deutschland einen festen Plan: Abkehr von fossilen Brennstoffen und Verzicht auf Atomenergie – gleichzeitig massiver Aufbau der Elektromobilität. An den globalen Rohstoffmärkten wird diese Vision derzeit aber nicht geteilt.

FERI Cognitive Finance Institute, 15.03.2024

US CPI and the Rate Cut Debate

Stocks already showed they don’t need rate cuts.

Fisher Investments Editorial Staff
Fisher Investments, March 12, 2024
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