Market Views
Comments on macroeconomic trends and issues affecting financial markets.
Wednesday, 14 March 2018
Moneyweb:When will value outperform again?
By Patrick Cairns
https://www.moneyweb.co.za/investing/when-will-value-outperform-again/?utm_source=Moneyweb&utm_campaign=3413cb46d9-EMAIL_CAMPAIGN_2018_03_13&utm_medium=email&utm_term=0_b106a40770-3413cb46d9-141326465&mc_cid=3413cb46d9&mc_eid=269ac7e32f
Thursday, 18 January 2018
MarketWatch.com: This chart is a blunt reminder about the randomness of investment performance
https://www.marketwatch.com/story/this-is-a-blunt-reminder-about-the-randomness-of-investment-performance-2018-01-16?link=sfmw_tw
Thursday, 4 January 2018
Big Market Predictions For 2018
Big Market Predictions For 2018
Thursday, 30 November 2017
Bitcoin: The $10,000 Question
Bitcoin: The $10,000 Question
Wednesday, 8 November 2017
PSG: Now and then: ten years after (into!) the global financial crises
http://mailchi.mp/53f660d6527a/the-psg-angle-a-cautionary-note-on-the-bond-markets-short-term-focus-1280369?e=5e931870ce
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