Risk Latte - Financial & Economic Analysis

Financial & Economic Analysis

Jeremy Grantham on Commodities
On Demographic Transitions and Third Year Cycles
On Europe, Stock Market Peaks and the Chinese Money Supply
On the Great Convergence and Oil
Is the Age of Deleveraging upon us?
Quantitative Easing (QE2) and the Inflationary Winds in Asia
On Bubbles & Crashes, Inflationary trends and BRIC valuations
On Grantham and Dow trend lines
Paul Krugman and Uncertain Markets
Is Real Estate just for Consumption or is it an Investment?
On Jeremy Grantham and Why Bonds?
On Hussman and Global Housing Bubbles
Why America Needs more Jobs
On the "New Normal" and Tipping Point
On George Soros and Valuations
Extraordinarily Large Band Aids and Leading Indicators
On Ray Dalio and the Zen of Trading
History can Repeat Itself with a Vengeance
On "Air Pockets" and Vertiginous Declines
On Grantham and Mount Fuji!
On Long Waves and Long Term Valuations
Rathke's Law may come back to haunt the Asian stock markets this decade
Four Questions in Finance that befuddles the mind these days?
India’s Unexpected Growth – Is the Feldman- Mahalanobis Model finally paying off?
Japan shrinking, East Asian Exports plunging – are “the Flying Geese” finally dead?
Like you, we are all Bayesians, Mr Greenspan!
The Great Depression, the Great Inflation and the Great Moderation – and now what?
Debt-Equity Irrelevance: Is this the end of the Miller-Modigliani(MM) Paradigm?
Alan Greenspan and Robert Rubin – Getting Killed by Probability
The American Affluent Society – Is there a need for more Vacuum Cleaners or Street Cleaners?
Economics and the Theory of Finance – It Ain’t Physics!
Quantity Theory of Money – the Fisher-Friedman Illusion!
Obama Victory – Let’s finally bury the Friedman Doctrine
"Applause Auction" - Bringing Game Theory to Wall Street
Anatomy of a Recession and the Depression Economics
Paul Krugman and "The Return of Depression Economics"
Kondratiev Super-cycles and the very long term view on investments
Valuation of Assets & Commodities and the Inflation Conundrum
Valuation of Perpetual Cash flows
Valuing a company - A perpetual cash flow approach
The problem of post IPO valuation
Difference between Equity and Options Analysis
Do Equities have Duration?
The Game for the million dollar bonus - continued
A Game to Reward the Equity Analysts