Showing posts with label investment. Show all posts
Showing posts with label investment. Show all posts
Tuesday, June 8, 2021

8/6/21: This Recession Is Different: Corporate Profits Boom

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  Corporate profits guidance is booming. Which, one might think, is a good signal of recovery. But the recession that passed (or still passi...
Thursday, May 27, 2021

27/521: Euromoney on China's Belt-and-Road Initiative

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  Euromoney recently covered update of risk analysis involving development of China-led Belt and Road initiative:  https://www.euromoneycoun...
Friday, May 7, 2021

7/5/21: Record Wealth in the Post-Covid World... for the select few

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 Demolishing American middle class... one year at a time
Monday, April 5, 2021

5/4/21: The Entrepreneurship Boom: Forced, Voluntary and Funded

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  My recent article for The Currency  covering the ongoing global developments in entrepreneurship:  The US is experiencing an entrepreneurs...
Wednesday, February 3, 2021

3/2/21: Monetary Easing and Stock Market Valuation

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There has been quite a puzzling development in recent years in the monetary policy universe. A decade plus of ultra low interest rates has b...

2/2/21: The Disaster of Investing via Smartphones?

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Some stuff I've been reading that (sometimes) falls into current newsflow:  Kalda, Ankit and Loos, Benjamin and Previtero, Alessandro an...
Friday, November 13, 2020

13/11/20: The economy has two chronic illnesses (and neither are Covid)

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My column for The Currency  this week covers two key long-term themes in the global economy that pre-date the pandemic and will remain in pl...
Saturday, October 31, 2020

31/10/20: Gold Coins Market is Still Hedging Residual Covid Risk

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Sales of the U.S. Mint gold coins have moderated off their pandemic highs, but remain elevated by historical standards, especially controlli...
Sunday, October 4, 2020

4/10/20: Technological Deepening Is Coming for Our Jobs

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  In my recent article for The Currency (link here: https://trueeconomics.blogspot.com/2020/09/my-recent-article-on-potential-long.html), I ...
Saturday, September 26, 2020

26/9/20: Workers Should Brace Themselves for the post-COVID19 New World

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  My recent article on potential long-term impacts of COVID19 pandemic on corporate development and investment strategies for The Currency :...
Thursday, September 17, 2020

17/9/20: Stonks are Getting Balmier than in the Dot.Com Heat

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Via Liz Ann Sonders @LizAnnSonders of Charles Schwab & Co., Inc. a neat chart summarizing the madness of the King Market these days: Yea...
Saturday, July 25, 2020

25/7/20: Markets and COVID19: Unwinding Restrictions

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My column for Manning Financial on the direction of the markets in the period of COVID19 restrictions unwinding:  https://cfc.ie/2020/07/...
Friday, July 24, 2020

24/7/20: Bonds v Stocks: Of Yields, Investors and Large Predators

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Corporates are reeling from the COVID19 pandemic impacts, yet stocks are severely overpriced by all possible corporate finance metrics. Un...
Tuesday, June 30, 2020

29/6/20: The Scale and Distributional Effects of Monetary Activism During Pandemic

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A neat summary of global monetary policy supports deployed during the COVID19 pandemic via McKinsey & Co: In effect, globally, mo...
Sunday, June 14, 2020

13/6/20: Gold Coins Sales are Up, and the Markets are Screaming Something New

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Some interesting movements in demand for gold coins in recent months, worth watching: Price is up, and volume of sales is quite volatile. St...
Wednesday, May 6, 2020

6/5/20: S&P500 and Fundamentals: What should matter, doesn't

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S&P500 and earnings per share: what should matter, doesn't We are now in extreme territory of the markets ignoring basic cor...

6/5/20: S&P500 Earnings and Revenues Growth 1Q 2020

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With early effects of COVID19 pandemic in: Both charts via Factset.
Friday, February 14, 2020

14/2/20: Pandemics, Panics and the Markets

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In my recent article for The Currency  I wrote about the expected market effects of the 2019-nCov coronavirus outbreak:  https://www.thecu...
Tuesday, January 21, 2020

21/1/20: Investor Fear and Uncertainty in Cryptocurrencies

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Our paper on behavioral biases in cryptocurrencies trading is now published by the Journal of Behavioral and Experimental Finance  volume ...
Wednesday, January 15, 2020

15/1/20: S&P500 Historical Performance

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Via BAML and @tracyalloway, a chart plotting the distribution of annual returns on S&P500, 1872-2019: The stylised nature of this...