investingonthewaves.blogspot.com
investing on the waves: some good news of the last days
http://investingonthewaves.blogspot.com/2012/07/some-good-news-of-last-days.html
Investing on the waves. Investment views based on the cycles and economic fundamentals. Not all views expressed in this blog are in line with the views of F&C. Investment Chart Kondratiev Wave. Monday, 23 July 2012. Some good news of the last days. After all these disaster stories about Spain it is good to see that not everything is going in the wrong direction for. The big problem that Southern Europe is not competitive. Is according this export and import. Chart of Spain diminishing. They are making pr...
investingonthewaves.blogspot.com
investing on the waves: Update Kondratieff Wave
http://investingonthewaves.blogspot.com/2012/08/update-kondratieff-wave.html
Investing on the waves. Investment views based on the cycles and economic fundamentals. Not all views expressed in this blog are in line with the views of F&C. Investment Chart Kondratiev Wave. Wednesday, 8 August 2012. 65279;Pessimistic chart of S&P500, with other time scale for the six scenario’s. This is the explanation of the believers in the winter of the Kondratieff wave. 1906-1924 correction of high valuations, war, Spanish flu, stagnation of profit growth. 2000-2009/12 correction of high valuatio...
investingonthewaves.blogspot.com
investing on the waves: June 2012
http://investingonthewaves.blogspot.com/2012_06_01_archive.html
Investing on the waves. Investment views based on the cycles and economic fundamentals. Not all views expressed in this blog are in line with the views of F&C. Investment Chart Kondratiev Wave. Friday, 29 June 2012. Is China manipulating growth to 7.5%? The last years they are saying more and more that China is manipulating the numbers. It looks like China published too low numbers and has now a buffer for disappointing growth numbers. For more see also. Investing on the waves. Links to this post. In the...
investingonthewaves.blogspot.com
investing on the waves: High taxes like new Dutch Disease bad for equities (JP Morgan)
http://investingonthewaves.blogspot.com/2012/07/high-taxes-like-new-dutch-disease-bad.html
Investing on the waves. Investment views based on the cycles and economic fundamentals. Not all views expressed in this blog are in line with the views of F&C. Investment Chart Kondratiev Wave. Wednesday, 25 July 2012. High taxes like new Dutch Disease bad for equities (JP Morgan). JP Morgan had a report ( Impact of Tax Rates on Stock Market Returns. There are reasonably strong relations between higher taxes and more progressive taxing and bad equity returns according to JPM . Investing on the waves.
investingonthewaves.blogspot.com
investing on the waves: June 2013
http://investingonthewaves.blogspot.com/2013_06_01_archive.html
Investing on the waves. Investment views based on the cycles and economic fundamentals. Not all views expressed in this blog are in line with the views of F&C. Investment Chart Kondratiev Wave. Saturday, 15 June 2013. Four year cycle: have we seen the top? Ter Veer and I always judged in which phase we were in the cycle. The current cycle is lasting too long as happens often when you have had a very severe downturn with a long and this time slow recovery. The phases of the cycle. Hopeful, should I buy?
investingonthewaves.blogspot.com
investing on the waves: Good news of the last week
http://investingonthewaves.blogspot.com/2012/08/good-news-of-last-week.html
Investing on the waves. Investment views based on the cycles and economic fundamentals. Not all views expressed in this blog are in line with the views of F&C. Investment Chart Kondratiev Wave. Monday, 6 August 2012. Good news of the last week. 1 The hope rally. The most important last week was the analysis that with some patience one should have to get more glad and hopeful with the plans of central banks in the world. 2 Economic Surprises less disappointing. 3 China wants higher equity markets. In Chin...
investingonthewaves.blogspot.com
investing on the waves: 10 forecasts for 2013
http://investingonthewaves.blogspot.com/2013/01/10-forecasts-for-2013.html
Investing on the waves. Investment views based on the cycles and economic fundamentals. Not all views expressed in this blog are in line with the views of F&C. Investment Chart Kondratiev Wave. Thursday, 3 January 2013. 10 forecasts for 2013. The intention is to give forecasts for possible trends that are underestimated by the market according to us. 1 After a weak H1 US economic growth will surprise to the upside (3% ). 3.5-4% growth in 2014 very well possible. 5 Japan will see its reverse Volcker momen...
investingonthewaves.blogspot.com
investing on the waves: August 2012
http://investingonthewaves.blogspot.com/2012_08_01_archive.html
Investing on the waves. Investment views based on the cycles and economic fundamentals. Not all views expressed in this blog are in line with the views of F&C. Investment Chart Kondratiev Wave. Wednesday, 8 August 2012. 65279;Pessimistic chart of S&P500, with other time scale for the six scenario’s. This is the explanation of the believers in the winter of the Kondratieff wave. 1906-1924 correction of high valuations, war, Spanish flu, stagnation of profit growth. 2000-2009/12 correction of high valuatio...
investingonthewaves.blogspot.com
investing on the waves: January 2013
http://investingonthewaves.blogspot.com/2013_01_01_archive.html
Investing on the waves. Investment views based on the cycles and economic fundamentals. Not all views expressed in this blog are in line with the views of F&C. Investment Chart Kondratiev Wave. Thursday, 3 January 2013. S&P to go to 1620-1650 in 2013. Business Insider had some nice slides where several gurus showed their chart of the year. The above of Matt King shows how the S&P500 marched up with the balance sheet of the FED. A $1000 billion QE was enough to get the S&P500 320 points higher. So 1620-16...