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Markets in History

That was then ! Historical Perspectives on Markets and the Economy

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The More Things Change…

I stopped in a local antique shop over the weekend. The owner is retiring and trying to clear out as much as she can before they close the doors so I paid a mere $3 for the Life magazine above. I think it might be worth many multiples of that price for investors who think our situation today is somehow uniquely bad. The cover headline could just as easily be describing today as 1970.

Joseph Y. Calhoun III
Alhambra Investments, Weekly Market Pulse: The More Things Change… September 5th, 2022

Powell’s White Whale

The lagged effect of inflation.

Douglas R. Terry, CFA
Alhambra Investments, September 1st, 2022

''The rise of Greta Thunberg will be looked back on as one of the most bizarre periods in our civilisation’s history...

...and will most surely be seen as one of the most ridiculous, and, sadly, destructive liberal media creations ever concocted."

Dr Steve Turley
Turley Talks, Where’s Greta?Thunberg’s DOOMSDAY Cult Has GONE BUST!!!, August 29, 2022

Recent Inflation Surges Have Modestly Affected Long-Term Expectations

"Despite the historically high unexpected inflation, current revisions to long-term inflation expectations remain around 20 basis points, similar to the revisions in 2018 and slightly smaller than revisions in 2014."

J. Scott Davis, senior economist
Federal Reserve Bank of Dallas, April 05, 2022

The shrinking stock market

Michael B. McDonald IV Ph D
Journal of Financial Markets, Volume 58, March 2022

Markets vs wars

With the Russia-Ukraine war continuing to rattle global equity markets, we revisit historical analogs of how markets typically behave around wars.

Variant Perception, March 5, 2022

Stock markets usually fall before war breaks out, not afterwards

Professor Dr Bernd Meyer, Chief Investment Strategist & Head of Multi Asset
Berenberg Markets - Monitor, 28 February 2022

Compulsory vaccination: déjà vu pattern from the 19th century

Excerpt

Suzanne Humphries MD, Roman Bystrianyk
Dissolving Illusions: Disease, Vaccines, and The Forgotten History, July 2013

Bitcoin as a Hedge for Boredom

People do not buy Bitcoin as an inflation hedge; they do so because it’s exciting.

Steve Hanke, Matt Sekerke
National Review, Capital Matters, January 27, 2022

S&P vs USTs (Risk Adjusted)

Imbalances: US equities have lost c. 75% of their value vs bonds from 1971 until 2016

Hugh Hendry
Eclectica Asset Management, 2016
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