Economy Archives - Page 112 of 134 - the patient investor

August 15, 2012

Air cargo volume indicator points to weakening of industrial activities

10 August, 2012, 1:53. Posted by Zarathustra

Nomura has a Air cargo volume index (as we first mentioned here), which correlated with global industrial activities pretty with (correlation = 0.84).

Nomura: Industrial Production and Air Cargo Volume

via Air cargo volume indicator points to weakening of industrial activities.

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 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

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 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.