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   Investment Thoughts

Investment†Thoughts

Non-Linear Views on Financial Markets and the Economy

 articles 1-10 / 669   page 1 of 67 »  
 
The Russian Stock Market Before the Revolution
"Russian stocks advanced more in price than American stocks between 1864 and 1914, but American companies paid larger dividends. Price and dividends offset each other and during that 45-year period, the two stock markets provided approximately equal returns."
Global Financial Data, 21 March 2018 , Dr. Brian Taylor

Lonely Bytes Ė Cryptocurrencies & The Future of Money:
A New Technology Solution Desperately Seeking A Problem?
CrossBorder Capital, March 13, 2018 , Michael Howell

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


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