Economy Archives - Page 112 of 134 - the patient investor

August 13, 2012

Gary Shilling: Global Slowdown, Only Time Can Heal the Economy

Gary Shilling: If we have a consumer-led recession it will be very different to previous post-WWII recessions which were always led by the Fed.

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Colin Twiggs

Colin Twiggs is a former investment banker with almost 40 years of experience in financial markets. He co-founded Incredible Charts and writes the popular Trading Diary and Patient Investor newsletters.

Using a top-down approach, Colin identifies key macro trends in the global economy before evaluating selected opportunities using a combination of fundamental and technical analysis.

Focusing on interest rates and financial market liquidity as primary drivers of the economic cycle, he warned of the 2008/2009 and 2020 bear markets well ahead of actual events.
He founded PVT Capital (AFSL No. 546090) in May 2023, which offers investment strategy and advice to wholesale clients.

August 10, 2012

Meltdown: History of the Global Financial Collapse 2010 | Part 4

Aftermath of the GFC.
http://youtu.be/h3VgY1_PzUs

Colin Twiggs

Using a top-down approach, Colin identifies key macro trends in the global economy before evaluating selected opportunities using a combination of fundamental and technical analysis.

August 10, 2012

Meltdown: History of the Global Financial Collapse 2010 | Part 3

Collapse of the Icelandic government, unemployment and homelessness rises, street protests and industrial action.
http://youtu.be/JB4wefzZLNc

Colin Twiggs

Using a top-down approach, Colin identifies key macro trends in the global economy before evaluating selected opportunities using a combination of fundamental and technical analysis.

August 10, 2012

Meltdown: History of the Global Financial Collapse 2010 | Part 2

How one man almost brought down the world financial system.
http://youtu.be/VBmOEI7Ob9M

Colin Twiggs

Using a top-down approach, Colin identifies key macro trends in the global economy before evaluating selected opportunities using a combination of fundamental and technical analysis.

August 10, 2012

Meltdown: History of the Global Financial Collapse 2010 | Part 1

De-regulation of financial markets came about as a result of competition between London and New York to be a global financial center.
http://youtu.be/T3CDGh4cXU0

Colin Twiggs

Using a top-down approach, Colin identifies key macro trends in the global economy before evaluating selected opportunities using a combination of fundamental and technical analysis.

August 10, 2012

The Ascent of Money: Niall Ferguson | Episode 4

Final episode — PLANET FINANCE — of a four-part series THE ASCENT OF MONEY. Economist and historian Niall Ferguson documents the evolution of money and banking through the ages.

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Colin Twiggs

Using a top-down approach, Colin identifies key macro trends in the global economy before evaluating selected opportunities using a combination of fundamental and technical analysis.

August 10, 2012

The Ascent of Money: Niall Ferguson | Episode 3

Third episode — RISKY BUSINESS — of a four-part series THE ASCENT OF MONEY. Economist and historian Niall Ferguson documents the evolution of money and banking through the ages.

Part 1:

http://youtu.be/NXe2B9icKQ0

Part 2:

http://youtu.be/095xF7uwYyE

Part 3:

http://youtu.be/-lAITBURfXQ

Part 4:

http://youtu.be/zfJPvvj5R2M

Colin Twiggs

Using a top-down approach, Colin identifies key macro trends in the global economy before evaluating selected opportunities using a combination of fundamental and technical analysis.

August 10, 2012

The Ascent of Money: Niall Ferguson | Episode 2

Second episode — BONDS OF WAR — of a four-part series THE ASCENT OF MONEY. Economist and historian Niall Ferguson documents the evolution of money and banking through the ages.

http://youtu.be/OND8fI15AYU

Colin Twiggs

Using a top-down approach, Colin identifies key macro trends in the global economy before evaluating selected opportunities using a combination of fundamental and technical analysis.

August 10, 2012

The Ascent of Money: Niall Ferguson | Episode 1

First episode — FROM BULLION TO BUBBLES — of a four-part series THE ASCENT OF MONEY. Economist and historian Niall Ferguson documents the evolution of money and banking through the ages.

http://youtu.be/S_zzbOQ4_Dk

Colin Twiggs

Using a top-down approach, Colin identifies key macro trends in the global economy before evaluating selected opportunities using a combination of fundamental and technical analysis.

July 31, 2012

The Dinged-Up, Broken-Down, Fender-Bended Economic Recovery Plan – NYTimes.com

ADAM DAVIDSON highlights that consumers’ cars have aged as they postponed replacement purchases during the GFC. This has led to pent-up demand which is getting auto-makers excited:

New-car sales, which collapsed to less than 11 million in 2009, are expected to surpass 14 million this year. And forecasters believe that they will increase by around a million annually for the next couple of years. In 2015, we could eclipse 16 million vehicles sold, which is near the precrisis peak…….This optimism is also embodied in the number of new models about to hit the production line. A few years ago, the industry introduced only around 50 new models. This year, it is planning 94; next year, there will be another 101.

via The Dinged-Up, Broken-Down, Fender-Bended Economic Recovery Plan – NYTimes.com.

Colin Twiggs

Using a top-down approach, Colin identifies key macro trends in the global economy before evaluating selected opportunities using a combination of fundamental and technical analysis.