Divergent – the breakdown of stock market correlations, temp or perm?
byEmerging market stocks have stabilised, helped by the strength of US equities Rising emerging market bond yields are beginning to attract investor attention…
Markets
Macroeconomics Has Lost Its Way
byThe father of modern macroeconomics was Keynes. Before Keynes there were macro considerations, which were firmly grounded in human action, the personal preferences and…
State of the Markets Podcast
bycomplete show notes & links: PODCAST LINKS: https://soundcloud.com/paul-60-1 player.fm/series/1877735 itcher.com/podcast/thinktradingcom/the-state-of-the-markets unes.apple.com/us/podcast/state-of-the-markets/id1301360737?mt=2 SHOW NOTES: __________________________________________________ Tim F Price @timfprice of www.pricevaluepartners.com & Paul Rodriguez…
Steve Forbes awards Mark Skousen a Triple Crown in Economics
byChapman Presidential Scholar Awarded Triple Crown in Economics Announced on July 23, 2018 Chapman University (Orange, California): Steve Forbes, chairman and editor-in-chief of…
Is the US exporting a recession?
byThe Federal Reserve continue to raise rates as S&P earnings beat estimates The ECB and BoJ maintain QE Globally, corporations rely on US$ financing,…
I.T. bites
by“Mark Zuckerberg is now living out every young person’s worst nightmare: trying to explain how tech stuff works to the nation’s elderly.” Tweet by…
The Deflation/Inflation Debate
by“Naïve inflationism demands an increase in the quantity of money without suspecting that this will diminish the purchasing power of the money.” ― Ludwig von…
Stocks for the Long Run but not the short
byIn the long run stocks outperform bonds For a decade stocks, bonds and real estate have risen in tandem The risk of a substantial…
On rational optimism
by“We got stick for questions like, ‘Who came second in the last war?’” he recalled. “But the contestants weren’t always the brightest tickets —…
Are we nearly there yet? Employment, interest rates and inflation
byRising interest rates and inflation are spooking financial markets Unemployment data suggests that labour markets are tight Central Banks will have to respond to…