Economy Archives - Page 118 of 140 - 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.

[gigya width=”576″ height=”324″ allowFullScreen=”true” src=”http://d.yimg.com/nl/techticker/site/player.swf” type=”application/x-shockwave-flash” flashvars=”vid=30263203&”]

Colin Twiggs

Colin Twiggs is a former investment banker with almost 40 years of experience in financial markets. He founded PVT Capital (AFSL number 546090), which provides income and growth strategies to wholesale clients.

Colin also co-founded Incredible Charts and writes the popular Patient Investor newsletter.

Using a top-down approach, Colin identifies macro trends in the global economy and then combines fundamental and technical analysis to evaluate opportunities in sectors that stand to benefit.

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.

August 10, 2012

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

Aftermath of the GFC.

Colin Twiggs

Colin also co-founded Incredible Charts and writes the popular Patient Investor newsletter.

Using a top-down approach, Colin identifies macro trends in the global economy and then combines fundamental and technical analysis to evaluate opportunities in sectors that stand to benefit.

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.

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.

Colin Twiggs

Colin also co-founded Incredible Charts and writes the popular Patient Investor newsletter.

Using a top-down approach, Colin identifies macro trends in the global economy and then combines fundamental and technical analysis to evaluate opportunities in sectors that stand to benefit.

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.

August 10, 2012

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

How one man almost brought down the world financial system.

Colin Twiggs

Colin also co-founded Incredible Charts and writes the popular Patient Investor newsletter.

Using a top-down approach, Colin identifies macro trends in the global economy and then combines fundamental and technical analysis to evaluate opportunities in sectors that stand to benefit.

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.

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.

Colin Twiggs

Colin also co-founded Incredible Charts and writes the popular Patient Investor newsletter.

Using a top-down approach, Colin identifies macro trends in the global economy and then combines fundamental and technical analysis to evaluate opportunities in sectors that stand to benefit.

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.

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.

[gigya src=”http://dgjigvacl6ipj.cloudfront.net/media/swf/PBSPlayer.swf” flashvars=”video=2247463708&player=viral&end=0&lr_admap=in:warnings:0;in:pbs:0″ type=”application/x-shockwave-flash” allowscriptaccess=”always” wmode=”transparent” allowfullscreen=”true” width=”512″ height=”328″ bgcolor=”#000000″]

Colin Twiggs

Colin also co-founded Incredible Charts and writes the popular Patient Investor newsletter.

Using a top-down approach, Colin identifies macro trends in the global economy and then combines fundamental and technical analysis to evaluate opportunities in sectors that stand to benefit.

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.

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:

Part 2:

Part 3:

Part 4:

Colin Twiggs

Colin also co-founded Incredible Charts and writes the popular Patient Investor newsletter.

Using a top-down approach, Colin identifies macro trends in the global economy and then combines fundamental and technical analysis to evaluate opportunities in sectors that stand to benefit.

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.

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.

Colin Twiggs

Colin also co-founded Incredible Charts and writes the popular Patient Investor newsletter.

Using a top-down approach, Colin identifies macro trends in the global economy and then combines fundamental and technical analysis to evaluate opportunities in sectors that stand to benefit.

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.

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.

Colin Twiggs

Colin also co-founded Incredible Charts and writes the popular Patient Investor newsletter.

Using a top-down approach, Colin identifies macro trends in the global economy and then combines fundamental and technical analysis to evaluate opportunities in sectors that stand to benefit.

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.

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

Colin also co-founded Incredible Charts and writes the popular Patient Investor newsletter.

Using a top-down approach, Colin identifies macro trends in the global economy and then combines fundamental and technical analysis to evaluate opportunities in sectors that stand to benefit.

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.