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Financial Crisis
46 posts
in this category
2021
(2 posts)
Observations at the heart of Permian basin
2021-02-10
Observed second and third order impact of GameStop frenzy on market stability
2021-02-01
2020
(14 posts)
A weird 2020 when 2008 repeated itself metaphorically
2020-09-14
SPY macro signals for market wide sell offs
2020-06-08
Chat with Quynh on trading
2020-05-25
The trouble with markets by Roger Bootle
2020-04-14
Minsky moment and the three types of borrowers
2020-04-06
Observations on our news reporting system as well as investment bank forecasting.
2020-04-04
Chat with Johnson and Dad on CoronaVirus and crisis investing
2020-03-18
Global warming and the four horsemen of apocalypse
2020-03-18
Federal reserve rate cuts
2020-03-16
Thoughts on Fake News
2020-02-28
Book summary: George Soros the unauthorized biography
2020-02-18
Book summary: What it takes, Stephen Schwarzman
2020-02-18
The alchemy of finance by Georgo Soros
2020-02-16
Corona Virus versus SARS virus
2020-01-27
2019
(30 posts)
Federal Reserve interest rate cut decision 20191030
2019-10-31
Mother Nature versus City - public utilities
2019-10-24
Simultaneous inflation and deflation pressures in China
2019-10-15
An unchanging constant as the source of trust
2019-10-13
Thoughts of various asset class type and their usage
2019-10-11
Observed unwinding of credit in the market
2019-10-11
Oil's relationship with the macro economic environment
2019-10-11
Observations on how public opinion is shaped in the US
2019-10-09
List of companies that have been heavily punished by macro economic trends to consider for purchase
2019-10-08
Thoughts on excessive use of leverage
2019-10-08
Fluid dynamics within the markets
2019-09-30
LA trip to visit Johnson
2019-09-28
Key insights from mooncake festival at house of Jerry and Liza
2019-09-08
Book summary: Understanding big debt crisis by Ray Dalio
2019-09-05
Key insights from weekend with Jerry, Liza, Ada and Dan
2019-09-01
Book summary: The Asian Financial Crisis by Shalendra Sharma
2019-08-24
Book summary: The Savings and Loan Crisis - Lessons from a regulatory failure
2019-08-20
Why banks are trading at or below net book value
2019-08-20
Key lessons from When Genius Failed by Roger Lowenstein
2019-08-12
Macro economic extension to loss aversion reversion to mean trading methodology - Government versus Government scenario
2019-08-06
Donald Trump's August 1st 2019 tweet on additional tariffs
2019-08-02
Manias, Panics and Crashes - balance of trade mechanism
2019-07-30
Book summary - The Bank Credit Analysis Handbook by Jonathan Golin and Philippe Delhaise
2019-07-25
Macro-economics negative spiral leading indicator
2019-06-10
June 4th 2019 US/China trade war loss aversion reversion to mean pattern
2019-06-05
Learnings on shorting the market during the May 2019 US/China Trade war
2019-05-30
Prediction on US/China Trade war to be verified in 2021
2019-05-28
3rd June post effects of 13th May 2019 US/China Trade war on US markets
2019-05-15
Macro economic analysis on US/China 2018/2019 Trade war
2019-05-14
Donald Trump’s 3rd May 2019 trade war tweets on stock market index around the world
2019-05-07