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Investment†Thoughts

Non-Linear Views on Financial Markets and the Economy

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Bad Things That Didn't Happen in 2017
A look at the false fears that werenít.
Fisher Investments MarketMinder, 12/28/2017 , Editorial Staff

Market Capitalization Amazon vs. Sears
1999 vs. 2017
L2 Inc. December 2017 , Scott Galloway

Changes at the Top
The Five Largest Companies: Now vs. 2006
NYU, December 2017 , Scott Galloway

Retail's Anti-Christ
Market Value Today vs. 2006
NYU, December 2017 , Scott Galloway

The Questions for the Coming Year
"As Charles has shown over the years, this is the best combination for equity markets, as tight fiscal policy and loose money almost invariably leads to far higher P/E ratios. Alas, the opposite is true for the reverse: loose fiscal policy and tight money typically trigger a de-rating of equity markets. And this is the policy mix we seem to be heading towards."
Gavekal Research, December 15, 2017 , Louis-Vincent Gave

Devilís in the Details: Robo Analysts, Financial Footnotes, and Buried Insights
"In all honesty, real fundamental analysis hasnít mattered since before the tech bubble, but the industry is running out of ways to avoid doing this research. Consequently, what weíre 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 donít 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, Whatís 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