The world might be very different today, but there are some striking similarities with the negative mood of the 1970s - 1980s, and the decade equity market rally that followed!
1 month in 10 snapshots Europe, the weak link in global growth, still accounts for 1/5 of global GDP and is the 2nd export market for the emerging countries’ manufactured goods. Syz Asset Management, 7 May 2012
Market Outlook The arrival of spring coincides with a kind of return to reality. Syz Asset Management, 5 April 2012
Barclays Investment Committee Report The fundamental case for Japan is good, with government efforts to weaken the yen and spur economic activity. However, technical analysis does not support an allocation. Barclays Funds & Advisory March 2012
A very thorough description of the positive economic impact and multiplication-effect related to a single business jet
Jeremy R.C. Cox, 2012
The worst financial books timings ever ! From "Dow 40'000" in June 1999 to the "Great Depression Ahead" in January 2009, and "Why the US Real Estate Boom will not Bust" in 2006!
25 Best Practices of Multi-Generational Families The odds of sustaining wealth across generations are as low as 30%, but less than 3% of these failures stem from poor estate planning and poor investment returns. GenSpring Family Offices, 2009
"A yen collapse will impact China and South Korea most, just like in 1998. It will trigger substantial weakness in their industries. If a banking system succumbs, the shock can bring down an entire economy, as South Korea's experience in 1998 demonstrates." Caixin Online , Andy Xie 03.23.2012
Rather than fighting the inflation ghosts of the 1970s, I am more worried about repeating the mistakes of the 1930s. Chicago Fed , Speech delivered by President Charles L. Evans, October 2011
"...central banks have, through expanding their own balance sheets, in effect liquefied the private sector’s balance sheet and taken the unwanted assets off it." Morgan Stanley, The Global Monetary Analyst, February 1, 2012 , Spyros Andreopoulos
For the two PIIGS still going to debt market (Italy and Spain, the others have been bailed out), where are we now? Debt auctions so far have largely gone just fine, with ample coverage and falling yields. Fisher Investments MarketMinder , 03.02.2012
When January winds down, there’s one thing you can usually count on: A stream of articles touting the so-called January effect, which claims January’s returns will set the year’s course. Yet today, with one week till month’s end, a quick Internet search yielded only one. Fisher Investments MarketMinder , 24.01.2012
Europe, the weak link in global growth, still accounts for 1/5 of global GDP and is the second export market for the emerging countries’ manufactured goods. Syz Asset Management, 7 May 2012
After a first quarter marked by a combination of favourable factors, the arrival of spring coincides with a kind of return to reality. A reality that is probably less gloomy than last summer’s, but still less pleasing than the beginning-of-year hopes may have led one to believe. Syz Asset Management, 5 April 2012
The trend now appears to have stabilized in the developed economies with a “moderate” recession for the euro zone as a whole, low but positive growth in Japan and a more encouraging trend in the United States. Syz Asset Management, 5 April 2012
From "Dow 40'000" in June 1999 to the "Great Depression Ahead" in January 2009, and "Why the Real Estate Boom will not Bust" in 2006 ! InvestmentsOffice.com , Ronald Weber
You can draw your own conclusions and parallels with Europe today, and the U.S. Federal Government bailout of the States in 1789, and its refusal to do so again in the 1840s ! WSJ, February 3, 2012 , Thomas Sargent
Typically, when thinking up extreme events, the practitioner draws from past experience or historical events that have had a material impact on financial markets. (...) Things become more complicated when the event in question has never occurred in the past or occurred such a long time ago that there is little material to recollect its impact. Lobnek Wealth Management, Newsletter, April 2012 , Altug Ulkumen, CFA, Partner & Chief Investment Officer
In those times of private-aviation bashing, here is a very thorough description of the positive economic impact and multiplication-effect related to a single business jet. , Jeremy Cox, January 2012
It used to be so cool to be wealthy (...) Now it's hard to swing a cat without hitting yet another diatribe against income inequality. People sleep in tents to protest that others are too damn wealthy. WSJ, January 03, 2012 , Andy Kessler
That is, central banks have used their balance sheets to act as a buffer, thus performing a crucial intertemporal stabilisation function. Morgan Stanley, February 2012
