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Perspectives on the global economic changes

The Technology & Economic Forum is a venue to discuss issues pertaining to Technological and Economic developments in India. We request members to kindly stay within the mandate of this forum and keep their exchanges of views, on a civilised level, however vehemently any disagreement may be felt. All feedback regarding forum usage may be sent to the moderators using the Feedback Form or by clicking the Report Post Icon in any objectionable post for proper action. Please note that the views expressed by the Members and Moderators on these discussion boards are that of the individuals only and do not reflect the official policy or view of the Bharat-Rakshak.com Website. Copyright Violation is strictly prohibited and may result in revocation of your posting rights - please read the FAQ for full details. Users must also abide by the Forum Guidelines at all times.
Austin
BRF Oldie
Posts: 18934
Joined: 23 Jul 2000 11:31

Re: Perspectives on the global economic changes

Postby Austin » 14 Jul 2017 10:22

David Stockman‏ @DA_Stockman

Video: Yellen blames the labor force participation crisis on ... opioids, technology, outsourcing, education, suicide, drugs ... everything but .

https://twitter.com/DA_Stockman/status/ ... 8418905088

panduranghari
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Re: Perspectives on the global economic changes

Postby panduranghari » 15 Jul 2017 14:12

Phillips curve and Sharpe ratio- the 2 most useless indices if there were any. I am not saying this. Its Helene Miesler. https://explosiveoptions.net/option-tra ... ndicators/

Austin
BRF Oldie
Posts: 18934
Joined: 23 Jul 2000 11:31

Re: Perspectives on the global economic changes

Postby Austin » 15 Jul 2017 18:34

David Stockman‏ @DA_Stockman 19h19 hours ago

Memo To Fed: Asset Bubbles Are The New Inflation


Image

Gyan
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Posts: 580
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Re: Perspectives on the global economic changes

Postby Gyan » 17 Jul 2017 17:21

High asset prices also keeps economy stagnant. Eg, high price of houses mean less will be sold and low interest rates do not compensate for 3-5times rise

Austin
BRF Oldie
Posts: 18934
Joined: 23 Jul 2000 11:31

Re: Perspectives on the global economic changes

Postby Austin » 17 Jul 2017 18:17

David Stockman‏ @DA_Stockman

Chart of The Day: US Stocks Since March 2009—-Investors Sell, Companies Buy


Image

Austin
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Posts: 18934
Joined: 23 Jul 2000 11:31

Re: Perspectives on the global economic changes

Postby Austin » 17 Jul 2017 18:18

So this a kind of share buy back happening where companies are buying back their own share to gain majority of share of the companies from the investors ...Is this case of Investors Lack of Confidence or Companies Confidence to get back its share from investors so that it can keep max profit ?

panduranghari
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Re: Perspectives on the global economic changes

Postby panduranghari » 18 Jul 2017 12:26

A friend of mine who works as a manager of a mutual fund said many of his friends are darned bored with no market action. Most allocations are happening in ETF's. So many managers he knows off work 3 days a week. Take 4 days off and do something else. Portends to what the future holds for the industry.

chanakyaa
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Re: Perspectives on the global economic changes

Postby chanakyaa » 18 Jul 2017 20:16

John Bogel and his alums ate their lunch. No wonder Carl Icahn's of the world are constantly bad mouthing ETFs. Personally I sold my mutual funds 7years ago. Haven't bought one since. However that article on ETFs you posted and distortions w.r.t. Price discovery in the market is real. Interesting where it leads to. For example, Pakistan has decent share in the Frontier market ETFs and the author correctly highlighted if the buyers know what they are getting into.

Austin
BRF Oldie
Posts: 18934
Joined: 23 Jul 2000 11:31

Re: Perspectives on the global economic changes

Postby Austin » 18 Jul 2017 20:41

David Stockman‏ @DA_Stockman

Burden of Proof Now Shifts to Bond Bulls


Image

Austin
BRF Oldie
Posts: 18934
Joined: 23 Jul 2000 11:31

Re: Perspectives on the global economic changes

Postby Austin » 20 Jul 2017 19:16

It is informercial but David Stockman has good data points


Austin
BRF Oldie
Posts: 18934
Joined: 23 Jul 2000 11:31

Re: Perspectives on the global economic changes

Postby Austin » 21 Jul 2017 13:09

David Stockman‏ @DA_Stockman

Chart of the Day: Bond Vol Now At All Time Low


Image

Austin
BRF Oldie
Posts: 18934
Joined: 23 Jul 2000 11:31

Re: Perspectives on the global economic changes

Postby Austin » 21 Jul 2017 13:14

David Stockman‏ @DA_Stockman

Chart of the Day: Share Buybacks, Not Earnings Growth


Image


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