Investments Archives - Page 4 of 6

11 Oct 2007

Low Interest Rates & Stock Market Gains

Economy Investments

I’m expecting low interest rates and stock market returns over the next five years. Ben Bernanke, before he was Federal Reserve chairman, talked about a global savings glut. Here’s how we get there. The emerging …

9 Oct 2007

Dollar at Record Low–Not

Economy Investments

Lot’s of headlines say that the dollar is at a record low, but it only kinda sorta is. The dollar, in fact, is at a record low compared to the Euro. However, the Euro has …

5 Oct 2007

Investments for a Recession

Economy Investments

In previous posts we talked about how business can plan for recession, and how families can plan for recession. Now let’s talk about how investors can plan for recession. First, don’t throw out a good …

21 Aug 2007

Risk in Financial Markets: Going Up?

Economy Investments

Jim Hamilton over at Econbrowser has an interesting post entitled Where’s the Risk? He looked at bond yield spreads and didn’t see any higher risk. I wanted to look at daily data, in both long …

14 Aug 2007

How Quants Go Wrong

Economy Investments Trial and Error Economy

Here’s a great quote from a recent Wall Street Journal article: "Events that models only predicted would happen once in 10,000 years happened every day for three days." Matthew Rothman, Ph.D., Lehman Brother Holdings I …

9 Aug 2007

Businomics on Podcast

Investments

I’m trying the podcast thing, using an excerpt from the Businomics Audio Magazine regarding real estate investments and diversification. Hit the iTunes store and search for either Bill Conerly or Businomics. Tell me what you …

9 Aug 2007

Venture Capital: Looking for New Ideas, Not Necessarily New Technology

Business Strategy Investments

Venture capitalists are looking for new ideas, not necessarily new technology, according to an interesting article from Knowledge @ Wharton. Some of the greatest business successes among new ventures in recent years have used off-the-shelf …

6 Aug 2007

Stock Market Volatility: Traders in the Hamptons?

Investments

The market’s been highly volatile lately. According the CBOE’s VIX index, we’ve seen the most volatile market in the past month. That got me to wondering: are the traders heading off to the Hamptons for …

21 Jun 2007

Commercial Real Estate Investments and REITS: The Outlook

Investments

REITs are the easiest way to take the pulse of commercial real estate, and they are down so far this year. Capital Spectator voiced some doubts about their outlook, but added an interesting comment: … …

14 Jun 2007

Interest Rates, Stocks and Jeremy Siegal

Economy Investments

More folks are writing, as I did last week, about the effects of higher long-term interest rates on stock prices. Here’s investment professor Jeremy Siegel: I believe that stocks will pause in their upward movement, …

8 Jun 2007

Stock Prices and Rising Interest Rates

Investments

Long-term interest rates are rising, having risen one-half percentage point in the last month. Given my forecast of at least another full percentage point increase in the next year, I asked, what will happen to …

8 Jun 2007

Is the Chinese Stock Market Still Overvalued?

Investments

A little less than a month ago I posted that China’s stock market was overvalued. In the two and a half weeks after my post, the Shanghai Composite gained another eight percent. Do I feel …