Economics

This category contains 5 posts

Ranking of Returns of Various Asset Classes from 2003 to 2012

Just came across this pretty nice interactive graphic from Wealthfront which shows how the annual returns of 11 different asset classes compare with one another, from 2003 to 2012. If you hover over any asset class, it will highlight it by greying out the rest so you can see how its ranking changes across the … Continue reading

Book Review of Probable Outcomes by Ed Easterling

The full title of this book is “Probable Outcomes: Secular Stock Market Insights”. This is the 2nd book written by Ed Easterling. His first book Unexpected Returns is reviewed here, which explains in detail his Financial Physics model used in this 2nd book. It is recommended that readers start with the first book before reading … Continue reading

U.S. Still in a Secular Bear Market

Came across two interesting pieces from Barry Ritholtz today. A presentation that he made on May 23, 2012 in a UBS Investment Conference which he has kindly shared. Link: http://www.scribd.com/doc/94545487/UBS-Morning-Call-May-23-2012 Key Points U.S. is still in a secular bear market, we are over halfway in a rebound rally, once that rally tops, the next correction is … Continue reading

Various Countries’ Responses to a Depreciating Dollar

With the U.S. dollar depreciating, thought it would be interesting to capture each country’s reaction and reasons. Maintaining the peg (i.e. depreciating their own currencies) China Maintaining their peg. Cutting their holdings of U.S. dollars, and increasing their Euro and Yen reserves. Fighting to prevent appreciation of their currency and losing Brazil Imposed a 6% … Continue reading

Book Review on The Holy Grail of Macroeconomics

Book Review on The Holy Grail of Macroeconomics: Lessons from Japan’s Great Recession by Richard C. Koo (Chief Economist of Nomura Research Institute, the research arm of Nomura Securities. Previously an economist with the Federal Reserve Bank of New York, and a Doctoral Fellow of the Board of Governors of the Federal Reserve System). Published … Continue reading

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