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   Historical Patterns

 

 

Historical Patterns

 


 

 

 

 articles 11-20 / 26   « page 2 of 3 »  
 
Book Review: The End of Growth
Thinking globally and examining history can reveal the flaws in books forecasting economic doom.
Fisher Investments, MarketMinder, 14.05.2012 , By Naj Srinivas

The Prolonged Resolution of Troubled Real Estate Lenders During the 1930s
Federal Reserve Board, Working Paper, 2012-31 , Jonathan D. Rose, May 8, 2012

Hugh Hendry 2012 Letter and Views
After two years of silence, Hugh Hendry is back and still at his best with a new investment and shareholder letter.
The Eclectica Fund, April 2012 , Hugh Hendry

La Grèce Contemporaine
Observations on Greece's Public finances from 1858. Some things never change!
Troisième Edition, Paris 1858 , Edmond About

The Fed’s Dual Mandate Responsibilities: Maintaining Credibility during a Time of Immense Economic Challenges
Rather than fighting the inflation ghosts of the 1970s, I am more worried about repeating the mistakes of the 1930s.
Chicago Fed , Speech delivered by President Charles L. Evans, October 2011

Some of the Worst Book Timings
From "Dow 40'000" in June 1999 to the "Great Depression Ahead" in January 2009, and "Why the Real Estate Boom will not Bust" in 2006 !
InvestmentsOffice.com , Ronald Weber

UK Public Debt as a percentage of GDP since 1692
HM Treasury; Gregory Clark (2008), www.ukpublicspending.co.uk; Office of National Statistics; McKinsey Global Institute

US Government Debt as a percentage of GDP since 1792
www.usgovernmentdebt.us

Total US Credit Market Debt in Gold Terms
Crossborder Capital

An American History Lesson for Europe
You can draw your own conclusions and parallels with Europe today, and the U.S. Federal Government bailout of the States in 1789, and its refusal to do so again in the 1840s !
WSJ, February 3, 2012 , Thomas Sargent


 

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