Miscellaneous (6)
BLOG PAGES NOT LISTED ON THE TITLE BAR:
- Long-term performance of large-cap precious metal miners
- Back to the epic days of the 20th century (Article on gold price volatility)
- Gold Miner Pulse (extended article)
- "Fiat zilver munten onder de goudstandaard" en "Fiat zilver munten na de goudstandaard."
Wednesday, 28 February 2024
Today the Global Investment Returns Yearbook for 2024 has been published by UBS Global Wealth Management, in collaboration with the Credit Suisse team who have been publishing previous versions.
Friday 29 Dec 2023
Another good watch from a decade ago, which could well have been published today. Public debt has only been growing, doubling about every 8 years in the US. With interest rates rising, the revenues needed to service that ballooning debt simply are not there anymore. If additional credit is needed to pay for the interest on the principal, the pace of debt increase is likely to spiral out of control.
Thursday 28 Dec 2023
This film presents serious research and verifiable evidence on our economic and financial system.
Wednesday 22 Nov 2023
Last month, on 6 Oct , James E. (Jim) Sinclair passed away at the age of 82. Jim Sinclair was the 'first gold bug'.
Tuesday, 21 Nov 2023
An unusual short topic for this blog. I'm wondering about a lot of early days colleagues and predecessors. As time went by, the blogging scene on precious metals and mining has become more or less a wasteland.
Wednesday, 1 March 2023
Monetary largesse and ballooning public debt have been fueling the growth of the money supply. As a result, the fiat based monetary system has been experiencing its first inflationary surge in the 21st century. What does the future hold for the monetary system? Macroeconomic imbalances and geopolitics may accelerate change in the current largely USD-based monetary system into a more multipolar one.
Friday, 24 February 2023
The Credit Suisse Global Investment Returns Yearbook 2023 offers unique data on long-term investment returns. Read the latest edition to discover how different asset classes have performed since 1900 around the world, and to find out how a historical perspective can help today’s investors plan for the future.
Thursday, 31 March 2022
For following up on the miners I often report on, daily closing prices of all quotes do the job. But a wealth of other information can also be added.
Crédit-Suisse Global Investment Returns Yearbook 2022
26 Feb 2022
By the end of February many investors are eagerly waiting for the release of the Credit Suisse Global Investment Returns Yearbook. The 2022 edition was announced last Thursday.
26 Feb 2022
By the end of February many investors are eagerly waiting for the release of the Credit Suisse Global Investment Returns Yearbook. The 2022 edition was announced last Thursday.
The winds of change are blowing in financial markets, making the Yearbook’s historical perspective especially relevant. This year’s volume provides timely new evidence on asset returns during inflation and interest rate hiking cycles. Currently, it is vitally important to review portfolio diversification, which is the topic of the Yearbook’s special focus chapter.
30 Nov 2021
How little do we know about the new Omicron variant of the Corona virus? The less we know, the more we fear. Hence markets have found a valid pretext for a brutal sell-off. Were valuations overstretched? For most stocks that cannot be denied. If the stock market decline coincides with a slowing economy, stock price targets may need to be revised down significantly. If this perspective unfolds, stocks will look even more pricey after a 10% decline from current levels.
24 July 2021
Michelle Makori of Kitco News heads off interviewing libertarian Yaron Brook.
Crédit-Suisse Global Investment Returns Yearbook 2021
20 March 2021
The Crédit Suisse Global Investment Returns Yearbook 2021 was released early March. The summary version is available at the Crédit Suisse Research web site. The current edition includes the complete chapter on emerging markets.
Crédit-Suisse Global Investment Returns Yearbook 2020
2 March 2020
The Crédit Suisse Global Investment Returns Yearbook 2020 was released last week. The summary version is available at the Crédit Suisse Research web site.
Crédit-Suisse Global Investment Returns Yearbook 2019
4 March 2019
By end February the investment community is eagerly waiting for the publication of the new Global Investments Yearbook. This publication is a continuation of "Triumph of the Optimists: 101 Years of Global Investment Returns" (Princeton University Press, 2002) by Elroy Dimson, Paul Marsh and Mike Staunton.
Crédit-Suisse Global Investment Returns Yearbook 2018
Feb 21, 2018
The second half of February is the time when the new yearly edition of the Crédit-Suisse Global Investment Returns Yearbook (CS-GIRY). is released. The investment community is eagerly looking forward to this publication.
Abnormal returns
February 24, 2016
The 2017 Credit Suisse Global Investment Returns Yearbook (CS-GIRY) has been released. This is the kind of message part of the investment community is looking for in the second half of February.
The not so 'United' Kingdom
June 24, 2016
The not so 'United Kingdom' as revealed by the geographic breakdown of the Leave/Remain published in following BBC article (Link in title)
Crédit Suisse Global Investment Returns Yearbook 2015
February 25, 2015
Every year in February, this much appreciated publication finds its way among investors. A short introduction to the main subjects covered: 1) Industries: their rise and fall, 2) Responsible investing: Does vice pay off? 3) Do equity discount rates mean revert?
March 3, 2014
This popular yearly publication goes in depth on three different questions puzzling many investors. It doesn't provide you with an easy unambiguous answer: there is no such one. Instead the statistical analysis gives you the insight necessary to recognize accepted misconceptions and false evidence.
August 28, 2012
It has been a while since I last posted something about this blog. The 100th post may well be a suitable occasion for that.
In its third year, this blog is maturing, with a monthly ...
May 02, 2012
Abstract
There are a couple of challenges facing Eugene Fama’s “efficient market hypothesis” (EMH). According to this hypothesis, trading at a profit always results in reducing market inefficiency....
Feb 11, 2012
The "Crédit Suisse Global Investment Returns Yearbook 2012" was released last week, which deserves a rapid posting. The yearbook highlights three subjects:
1) The real value of money
Whoever is...
Dec 18, 2011
U leest een artikel van 2011. Een meer recente blogpost over hetzelfde onderwerp is: Belgische Mono-holdings
Monoholdings zijn moederbedrijven boven grote beursgenoteerde bedrijven die als nagenoeg enig actief een aanzienlijk aandelenpakket hebben in het beursgenoteerde bedrijf. We tellen nog drie...
2 June 2011
A lot has been written on this topic, one contribution more controversial than the other. Many of those just focus on one aspect of society, usually the pet topic of the author. In five paragraphs I'm describing different aspects of both societies: Science, technology and manufacturing, Military spending, Health, Democracy and civil rights and finally Currency debasement and hyperinflation.
May 17, 2011
Abstract
We are often told that diversification is highly beneficial for portfolio performance.... which is only partly true, as markets are rather highly correlated. Correlation within economic...
May 14, 2011
We are often told that diversification is highly beneficial for portfolio performance.... which is only partly true, as markets are rather highly correlated. Correlation within economic sectors of...
Dec 02, 2010
Sep 30, 2010
The Maria Theresa Thaler is probably one of the most famous and well known coins of the world. See also following links:http://www.theresia.name/en/ http://en.wikipedia.org/wiki/Maria_Theresa_thaler Maria Theresia thaler, 1780 RestrikeOriginally...
Sep 04, 2010
De cijfers Tubize houdt 65 370 000 aandelen UCB aan, goed voor 35.62% van de beurskapitalisatie. Het aantal Tubize aandelen is 44 608 831, zodat één aandeel Tubize 1.4654 aandelen UCB vertegenwoordigt. Dat is dan meteen de hefboom: geen zware...
Grondstoffen supercycli 2: edelmetalen
http://gwyde.blogspot.com/2010/02/grondstoffen-supercycli-2.html
Grondstoffen supercycli 1: aardolie en basismetalen
http://gwyde.blogspot.com/2010/02/grondstoffen-supercycli-1.html
2 March 2020
The Crédit Suisse Global Investment Returns Yearbook 2020 was released last week. The summary version is available at the Crédit Suisse Research web site.
Crédit-Suisse Global Investment Returns Yearbook 2019
4 March 2019
By end February the investment community is eagerly waiting for the publication of the new Global Investments Yearbook. This publication is a continuation of "Triumph of the Optimists: 101 Years of Global Investment Returns" (Princeton University Press, 2002) by Elroy Dimson, Paul Marsh and Mike Staunton.
Crédit-Suisse Global Investment Returns Yearbook 2018
Feb 21, 2018
The second half of February is the time when the new yearly edition of the Crédit-Suisse Global Investment Returns Yearbook (CS-GIRY). is released. The investment community is eagerly looking forward to this publication.
Abnormal returns
February 24, 2016
The 2017 Credit Suisse Global Investment Returns Yearbook (CS-GIRY) has been released. This is the kind of message part of the investment community is looking for in the second half of February.
The not so 'United' Kingdom
June 24, 2016
The not so 'United Kingdom' as revealed by the geographic breakdown of the Leave/Remain published in following BBC article (Link in title)
Crédit Suisse Global Investment Returns Yearbook 2015
February 25, 2015
Every year in February, this much appreciated publication finds its way among investors. A short introduction to the main subjects covered: 1) Industries: their rise and fall, 2) Responsible investing: Does vice pay off? 3) Do equity discount rates mean revert?
March 3, 2014
This popular yearly publication goes in depth on three different questions puzzling many investors. It doesn't provide you with an easy unambiguous answer: there is no such one. Instead the statistical analysis gives you the insight necessary to recognize accepted misconceptions and false evidence.
August 28, 2012
It has been a while since I last posted something about this blog. The 100th post may well be a suitable occasion for that.
In its third year, this blog is maturing, with a monthly ...
May 02, 2012
Abstract
There are a couple of challenges facing Eugene Fama’s “efficient market hypothesis” (EMH). According to this hypothesis, trading at a profit always results in reducing market inefficiency....
Feb 11, 2012
The "Crédit Suisse Global Investment Returns Yearbook 2012" was released last week, which deserves a rapid posting. The yearbook highlights three subjects:
1) The real value of money
Whoever is...
Dec 18, 2011
U leest een artikel van 2011. Een meer recente blogpost over hetzelfde onderwerp is: Belgische Mono-holdings
Monoholdings zijn moederbedrijven boven grote beursgenoteerde bedrijven die als nagenoeg enig actief een aanzienlijk aandelenpakket hebben in het beursgenoteerde bedrijf. We tellen nog drie...
2 June 2011
A lot has been written on this topic, one contribution more controversial than the other. Many of those just focus on one aspect of society, usually the pet topic of the author. In five paragraphs I'm describing different aspects of both societies: Science, technology and manufacturing, Military spending, Health, Democracy and civil rights and finally Currency debasement and hyperinflation.
May 17, 2011
Abstract
We are often told that diversification is highly beneficial for portfolio performance.... which is only partly true, as markets are rather highly correlated. Correlation within economic...
May 14, 2011
We are often told that diversification is highly beneficial for portfolio performance.... which is only partly true, as markets are rather highly correlated. Correlation within economic sectors of...
Jan 05, 2011
Best wishes for 2011.I started this blog back in November 2009. Initially I mainly intended to keep track of valuable postings that otherwise would get lost and snowed under on different forums. Ambition grew over time as I realized I slowly...
Dec 02, 2010
Technical analysis is usually aimed at market timing and determining entry, exit and/or stop-loss levels. Some volume driven technical indicators are also useful in more historic perspective for investment analysts involved in investor behaviour...
The Maria Theresa Thaler is probably one of the most famous and well known coins of the world. See also following links:http://www.theresia.name/en/ http://en.wikipedia.org/wiki/Maria_Theresa_thaler Maria Theresia thaler, 1780 RestrikeOriginally...
Sep 04, 2010
De cijfers Tubize houdt 65 370 000 aandelen UCB aan, goed voor 35.62% van de beurskapitalisatie. Het aantal Tubize aandelen is 44 608 831, zodat één aandeel Tubize 1.4654 aandelen UCB vertegenwoordigt. Dat is dan meteen de hefboom: geen zware...
Inflation: best historic quote
http://gwyde.blogspot.com/2010/03/inflation.htmlhttp://gwyde.blogspot.com/2010/02/grondstoffen-supercycli-2.html
http://gwyde.blogspot.com/2010/02/grondstoffen-supercycli-1.html
Alternative energy: overestimated but underperforming
http://gwyde.blogspot.com/2010/01/alternative-energy-overestimated-but.html
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