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   Investment Thoughts

 

Investment Thoughts

Non-Linear Views on Financial Markets and the Economy

 

 

 articles 1-10 / 695   page 1 of 70 »  
 
The history (and future) of inflation ...
It may not feel like it, but we live in inflationary times relative to long-term history.
Deutsche Bank, Thematic Research, September 19, 2018 , Jim Reid, Craig Nicol, Nick Burns, Sahil Mahtani

Do stocks outperform Treasury bills?
"All of the wealth creation can be attributed to the thousand top-performing stocks, while the remaining 96 percent of stocks collectively matched one-month T-bills."
Arizona State University, W. P. Carey School of Business, May 2018 , Prof. Hendrik Bessembinder, Francis J. and Mary B. Labriola

The ECB’s QE End Is Bullish
Closing the chapter on QE is bullish—not bearish—for investors, in our view.
Fisher Investments MarketMinder, 11/08/2018 , Editorial Staff

Can banks individually create money out of nothing? — The theories and the empirical evidence
International Review of Financial Analysis, Volume 36, December 2014 , Richard A. Werner

Notes on The Bitcoin Standard
"Bitcoin, as designed, is deflationary."
Man on the Margin, July 16, 2018 , Michael Kendall

What do rising rates mean for international investments?
OFI Global Asset Management, October 11, 2018 , Brian Levitt

Do we still believe interest rates will remain low for long?
OFI Global Asset Management, October 11, 2018 , Brian Levitt

American Default
The Untold Story of FDR, the Supreme Court, and the Battle over Gold
Princeton University Press, May 2018 , Sebastian Edwards

Bloomberg: Prattle Analysis Shows Men Speak 92% of Time on Earnings Calls
Prattle, September 18, 2018

Asian currencies vs. Yuan, rebased at 100 on 31.12.2013
The author (Charles Gave) notes, ten years after the 2008 crisis, a convergence of Asian currencies towards the Yuan, similar to the fluctuation band pattern before the introduction of the Euro.
Institut des Libertés, "Guerre Commerciale Chine/ Etats-Unis" , Charles Gave


 

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