Market Views

Comments on macroeconomic trends and issues affecting financial markets.

Monday, 30 June 2014

FT.com: ‘Euphoric’ capital markets are out of step with reality, warns BIS

http://www.ft.com/intl/cms/s/0/795160a2-fe26-11e3-b4f1-00144feab7de.html?siteedition=intl&ftcamp=crm/email/2014?ftcamp=crm/email/2014629/nbe/BreakingNews1/product_a2___a3__/nbe/BreakingNews1/product#axzz366KcWbu1
Posted by SA Indexinvestor at 08:44 No comments:
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FT.com: US economy: The productivity puzzle

http://www.ft.com/intl/cms/s/0/c1149cda-fd39-11e3-8ca9-00144feab7de.html?ftcamp=crm/email/2014630/nbe/Analysis/product&siteedition=intl#axzz366KcWbu1
Posted by SA Indexinvestor at 08:35 No comments:
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Wednesday, 25 June 2014

FT.com: US economy's first quarter worse than feared


http://on.ft.com/1jhEKgE
Posted by SA Indexinvestor at 15:32 No comments:
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Tuesday, 24 June 2014

Alibaba Chairman CEO Jack Ma’s Letter to Employees Before IPO

http://www.bloomberg.com/news/2014-05-07/alibaba-chairman-ceo-jack-ma-s-letter-to-employees-before-ipo.html
Posted by SA Indexinvestor at 11:31 No comments:
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EconoMonitor : EconoMonitor » The Four Stages of Chinese Growth

EconoMonitor : EconoMonitor » The Four Stages of Chinese Growth
Posted by SA Indexinvestor at 11:14 No comments:
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Vanguard: Has indexing gotten too big?


Key highlights


  • Even if a majority of investors indexed, the zero-sum game dynamic would still be intact and active investors would still determine market prices.
  • The profit motive drives investors to take risks, and it is a powerful catalyst for market efficiency.
  • Stock correlations are not good indicators of whether a market is favorable for active strategies.
https://advisors.vanguard.com/VGApp/iip/site/advisor/researchcommentary/article/IWE_InvComIndexingTooBig?oeaut=yuMuduljod
Posted by SA Indexinvestor at 08:23 No comments:
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Tuesday, 17 June 2014

Ferri: The Problem With Market Timing

Ferri: The Problem With Market Timing
Posted by SA Indexinvestor at 08:31 No comments:
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What Europe's move to negative interest means for investors - Vanguard


https://advisors.vanguard.com/VGApp/iip/site/advisor/research/article/ArticleTemplate.xhtml?iigbundle=IWE_InvComEuropeNegIntRates&sub=858820531&st=R&oeaut=cUNzGusOFu
Posted by SA Indexinvestor at 08:24 No comments:
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Friday, 13 June 2014

Economic Growth Doesn't Equal Portfolio Growth

Economic Growth Doesn't Equal Portfolio Growth
Posted by SA Indexinvestor at 08:31 No comments:
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Where Are the Opportunities in Emerging Markets?

Where Are the Opportunities in Emerging Markets?
Posted by SA Indexinvestor at 08:29 No comments:
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Monday, 9 June 2014

Roubini: Biggest Challenge Is China's Rise

Roubini: Biggest Challenge Is China's Rise
Posted by SA Indexinvestor at 15:48 No comments:
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Ferri: Technical Analysis Hurts Returns

Ferri: Technical Analysis Hurts Returns
Posted by SA Indexinvestor at 15:47 No comments:
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Friday, 6 June 2014

FT.com: US employment passes pre-recession peak

http://www.ft.com/intl/cms/s/0/54626e58-ed73-11e3-8a1e-00144feabdc0.html?ftcamp=crm/email/2014?ftcamp=crm/email/201466/nbe/BreakingNews1/product_a2___a3__/nbe/BreakingNews1/product&siteedition=intl#axzz33rhqRyGv
Posted by SA Indexinvestor at 15:26 No comments:
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Dear Mrs. Buffett, About That Index Fund

Dear Mrs. Buffett, About That Index Fund
Posted by SA Indexinvestor at 08:40 No comments:
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Thursday, 5 June 2014

FT.com: ECB cuts deposit rate below zero

http://www.ft.com/intl/cms/s/0/fd55cd1a-ec98-11e3-a754-00144feabdc0.html?ftcamp=crm/email/2014?ftcamp=crm/email/201465/nbe/BreakingNews1/product_a2___a3__/nbe/BreakingNews1/product&siteedition=intl#axzz33lZVE8pf
Posted by SA Indexinvestor at 14:16 No comments:
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Wednesday, 4 June 2014

FT.com: European banks: Still unstable


http://www.ft.com/intl/cms/s/0/c713b386-e674-11e3-9a20-00144feabdc0.html?ftcamp=crm/email/201464/nbe/Analysis/product&siteedition=intl#axzz33eIoJsuB
Posted by SA Indexinvestor at 08:26 No comments:
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      • FT.com: ‘Euphoric’ capital markets are out of step...
      • FT.com: US economy: The productivity puzzle
      • FT.com: US economy's first quarter worse than feared
      • Alibaba Chairman CEO Jack Ma’s Letter to Employees...
      • EconoMonitor : EconoMonitor » The Four Stages of C...
      • Vanguard: Has indexing gotten too big?
      • Ferri: The Problem With Market Timing
      • What Europe's move to negative interest means for ...
      • Economic Growth Doesn't Equal Portfolio Growth
      • Where Are the Opportunities in Emerging Markets?
      • Roubini: Biggest Challenge Is China's Rise
      • Ferri: Technical Analysis Hurts Returns
      • FT.com: US employment passes pre-recession peak
      • Dear Mrs. Buffett, About That Index Fund
      • FT.com: ECB cuts deposit rate below zero
      • FT.com: European banks: Still unstable
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