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The art of economics consists in looking not merely at the immediate hut at the longer effects of any act or policy; it consists in tracing the consequences of that policy not merely for one group but for all groups—Henry Hazlitt

Showing posts with label gavekal. Show all posts

Friday, September 26, 2014

Gavekal: Clear and Present Danger in US and EM Stock Markets

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I have earlier pointed out that there has been increasing signs of deterioration in the market internals of global stock markets. It...

Thursday, May 22, 2014

Quote of the Day: ROIC and the growth rate of corporate profits

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The extraordinary thing is that Piketty’s analysis is based on a massive logical error. His thesis runs as follows: if R is the rate of re...

Thursday, March 20, 2014

Russia’s Interventions in Crimea: The Geopolitics of Oil Prices

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Global politics are a complex dynamic. I previously noted that Russia’s response to the Ukraine’s political crisis may have been a pus...

Sunday, December 07, 2008

How Political Tea Leaves Will Shape The Investment Landscape

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``One key attribute that gives money value is scarcity. If something that is used as money becomes too plentiful, it loses value. That is ...

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