The biggest bull!
Here’s a quick update on a very insightful graph that was published last month by Visual Capitalist, a digital media brand that uses visualization to make investment themes more accessible. […]
Category Archives: FINANCIAL MARKETS
Macro surprise indices: great insights, not so great market predictors
Macroeconomic surprise indices have become increasingly popular in recent years. To many investors they matter more than the actual macro-economic numbers, which should make macro surprise indices a useful tool […]
Fed Review – Powell squeezes in one more
As expected, the Federal Reserve raised its benchmark interest rate again this week. And while its new chairman Jay Powell didn’t mention any major changes in monetary policy from his […]
Are Fed tightening cycles good or bad news for emerging markets? (Part I)
Most investors tend to agree that the Federal Reserve is in the midst of a monetary tightening cycle, which will take some time to complete. But when asked about the […]
The Void?
Just recently, bond investor PIMCO published the chart shown above. It’s one of many charts hitting headlines in recent weeks, revealing that the end of an era of unprecedented monetary […]
The Average Return doesn’t exist.
Ask a random stock market ‘guru’ at the beginning of the year what he or she expects what equities will do that year and you will probably get an answer […]
2017 in (tweeted) charts!
Obviously, a ‘2017 in charts’ column is a bit of a cliché. At the same time, many investors suffer from a severe case of calendar-year-thinking and probably can’t get enough […]
A horrifically good investment strategy
Halloween is behind us. Which offers me the possibility to not talk about dominant central banks, for once. Even though, we now know who the new Fed chair will be […]
Goldilocks Returns…
It’s official, Goldilocks is back on the stock market. At least according to the fund managers that participated in BofA Merrill Lynch’s Global Fund Manager Survey. For the first time […]
Bitcoin as an asset class – Update October 2017
Bitcoin’s price broke the USD 5000 threshold this week. Since the start of this year, the ‘cryptocurrency’, as some like to call it, has almost quintupled in value. Others like […]
