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   Investment Thoughts

 

Investment Thoughts

Non-Linear Views on Financial Markets and the Economy

 

 

 articles 11-20 / 699   « page 2 of 70 »  
 
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

...on The Diversification Fata Morgana.
Excerpt
The Diversification Fata Morgana: Capital Account Openness and the Fall and Rise of Stock Market Correlations, 1890-2000 , 2015 , Dennis Quinn and Hans-joachim Voth

...on the Bank of Japan
Hisato Ichimada, Governor of the Bank of Japan, 1946-1954

Shadow Risk in Passive Investing
Excerpt
Artemis Capital Management, October 2017 , Christopher Cole, Founder & CIO of Artemis Capital

A Tangled Tree: A Radical New History of Life
My favorite part of the book is the section, starting on p.244, on bacteria that are resistant to antibiotics that have not yet been invented.
Daily Speculations, September 16, 2018 , Greg Van Kipnis

The Count of Monte Cristo
The Count of Monte Cristo has numerous financial data and speculations in it that shows that during the Napoleonic years there was active speculations.
Daily Speculations, September 16, 2018 , Victor Niederhoffer

Seismic waves
Seismic waves are waves of energy that travel through the Earth's layers. What would be the equivalent in today's markets?
Investment Office, September 2018


 

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