True Economics

True Economics is about original economic ideas and analysis concerning everyday events, news, policy views and their impact on the markets and you. Enjoy and engage!

Showing posts with label diversification. Show all posts

Tuesday, May 15, 2018

15/5/18: S&P500 Earnings Diversification: International Trading Pays

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An intersting (and occasionally covered on this blog) chart via FactSet on earnings and revenue growth for S&P500 constituents based o...

Thursday, November 30, 2017

29/11/17: Four Omens of an Incoming Markets Blowout

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Forget Bitcoin (for a second) and look at the real markets. Per Goldman Sachs research, current markets valuation for bonds and stocks a...

Friday, January 15, 2016

15/1/16: Gold Bullion as Risk Diversifier: 2015 Overview

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A note of mine covering 2015 Gold market and the continued role of gold bullion & coins as risk diversifiers in current environment is...

Wednesday, October 15, 2014

15/10/2014: Changing Nature of Financial Diversification

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My new blog post on Learn Signal Blog covering the changing nature of diversification in financial markets: http://blog.learnsignal.com/?p...

Sunday, March 11, 2012

11/3/2012: Did Global Financial Integration Contribute to Global Financial Crisis Intensity?

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An interesting paper ( link here ) from Andrew Rose titled International Financial Integration and Crisis Intensity ( ADBI Working Paper 3...

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TrueEconomics: This blog represents my personal views and is not reflective of the views or opinions held by any company, contractor, client or employer I work for currently or have worked for in the past. These views are not an endorsement to take any action in the markets or of any political position, figures or parties.

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