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   Investment Thoughts

 

Investment Thoughts

Non-Linear Views on Financial Markets and the Economy

 

 

 articles 11-20 / 667   « page 2 of 67 »  
 
Away from the tangible towards the intangible.
Quote
Fathom Consulting, October 27th 2017 , Thank Fathom it’s Friday – Are we living in a material world?

The First Billion-Dollar Company
It was only back in 1970 that the capitalization of the entire United States stock market hit $1 trillion and soon a single company may be worth that much. This raises the question, what was the first company to be worth $1 billion?
Global Financial Data, 15 November 2017 , Dr. Brian Taylor

Europe two tier equity market: free sectors vs regulated sectors in France
Travaux Pratiques: Ce qu'il faut avoir ou ne pas avoir dans les Marchés des Actions
Institut des Libertés, "Nouvelle Leçon sur les façons de gagner de l’argent sans travailler… Mais en réfléchissant !", 13 novembre, 2017 , Charles Gave

The Wisdom of Trees:
Walt Whitman on What Our Silent Friends Teach Us About Being Rather Than Seeming
Brain Pickings, November 2017 , Maria Popova

Volatility (or Lack Thereof) Isn’t Predictive
"While it’s tempting to think danger lurks under still waters—and financial media provide prompts aplenty—calm periods don’t portend big price movements ahead. Nor do they herald further tranquility. Volatility—low or high; up or down—is incapable of foretelling the future."
Fisher Investments MarketMinder, November 16, 2017 , Editorial Staff

Money Machines: Understanding AI-Powered Investment Research
Prattle is pleased to publish this interview with Erez Katz, CEO and co-founder of Lucena Research, focusing on how machine… Read More
Prattle, November 16, 2017

Data Brand Dependence
If it is a day ending in “y” you can be sure there is somewhere in the financial press a story or “news report” of the looming bond selloff – even if it is due to some future event or made up phenomenon.
Alhambra Investment Partners, November 9, 2017 , Jeffrey P. Snider

Hoshinoya Tokyo: a ryokan in the city
in Tokyo
Luxeat.com , 8 November 2017 , Aiste Miseviciute

...on Quantitative Diseasing in America.
Excerpt
Fisher Investment, Capital Markets Update: Summer 2017 , Ken Fisher

Japanese Monetary Policy In A Chinese-Dominated World.
Or Why The Yen Has Changed Regime And How Japan Should Behave More-and-More Like An Emerging Market?
CrossBorder Capital, Global View, September 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