Navigator. The QS team tells me that “Odd bins” is a bad name because investors don’t want to look for research in a bin & my writings are garbage enough without associating them with a bin. So the new name is “Navigator”. Investment themes: Markets could be... Read More
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24 Nov 25
Navigator (The Replacement of Oddbins)
#Japanese Equities#Japanese Yen#Asset Bubbles#Debt Bubbles#Ukraine War#Credit Bubbles#Capital Bubbles#JGB (Japanese Government Bond)#Japanese Economy#Ukraine. President Zelensky#A framework for thinking through Bubbles#President Trumps 28 Point Peace Plan#Trump's Serial Betrayalls of Ukraine#Japan-The Sustainability of Sovereign Debt
02 Nov 25
Bursting Bubbles – Correction or Catastrophe?
#Liquidity Bubbles#Property Bubble#Debt Bubbles#Globally Asset Price Bubbles#Equity Bubble#Asset Bubble#Credit Bubbles#Capital Bubbles#Potential Bubbles#Consumer Debt Bubble#Housing Bubble#Disinformation & Bubble Assets#Asset Bubbles Burst-Corrrection or Catastrophe?#A framework for thinking through Bubbles
Bursting Bubbles – Correction or Catastrophe? Investment Conclusion This paper asks questions about bubbles and sets up a framework to answer them. The questions: are there significant bubbles around? If so, what would make them burst? And if they burst will the result be ... Read More
09 Dec 13
The Myopia Of Secular Stagnation
#Monetary Policy#Strategy Archive#Economy#Fiscal Policy#Manufacturing#Credit Bubbles#Capital Expenditure#Secular Stagnation#Larry Summers
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
05 Oct 11
Emerging Markets - A Part Of All That
#Central Banks#Strategy Archive#Economy#Europe#Fiscal Policy#Interest Rates#Quantitative Easing#Private Sector#Foreign Exchange#Credit Bubbles
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
19 Jan 06
The Year of the Dog and its Bedside Reading
#Agricultural Commodities#Yen#Japan#Euro#Strategy Archive#Dollar#Eurozone#Gold#Thrift#Economic Recession#Investments#Equity markets#Cash#Asset Bubbles#Credit Bubbles#US External Deficit
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
10 Jun 04
Plateshift Investment
#Technology#China#Monetary Policy#Strategy Archive#Economy#Investment#Government#India#Credit Bubbles#Futures Markets#Banking Policy#Panics
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
10 Jun 04
Plateshiftinvestment
#Technology#Elections#China#Monetary Policy#Strategy Archive#Economy#Investment#Government#India#Globalization#Infrastructure#Credit Bubbles#Futures Markets#Banking Policy#Panics
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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