Browsing Tag

equities

The financial crisis end game

It is quite possible that more than one end game will unfold in the months and years to come. For example, we could see a Greek Eurozone exit. Simultaneously, we could have a crisis unfolding across emerging markets, as the strong U.S.…

Pie in the Sky

We are still in a post-crisis environment, and enough people are still negative on equities, and interest rates are low enough, to provide plenty of purchasing power. We therefore expect it to be an ok period for equities over the next year…

A Brave New World

By Niels Jensen The Absolute Return Letter, December 2014 “The deepest sin against the human mind is to believe things without evidence.” Aldous Huxley In the the last two Absolute Return Letters I have argued why one should expect…

Snail Trail Vortex

The Absolute Return Letter, November 2014 “The single most robust and striking fact about cross-national growth is regression to the mean.” -Lawrence Summers and Lant Pritchett Low growth is printed on the wall When financial markets…

Apple, IBM and Amazon

As a technophile, I follow the tech space assiduously both in terms of products and trends as well as companies and strategy. Every quarter that Apple announces, I have made it a habit of commenting on their quarter, because they are the…

Six Months of Nothing

Even if there are good reasons to believe that the prolonged rally can continue for a little longer, there are equally good reasons to believe that the current equity bull market may end in tears. I am not predicting a repeat of 2008-09. A…

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