Swen Lorenz

Guest Post from Investment Contrarians – Abenomics: The Biggest Ponzi Scheme in History?

Shinzo Abe All of you know how I feel about the Japanese stock market and the economy in general.  Yes,…

Will Investors Play The Cooperative Game?

Following a 6 months period during which equity markets experienced seemingly one way movements - up and the US sovereign…

Coast Isn’t Clear for America, Economic Growth Slowing

Over the past few months, it appears that the first-quarter economic growth spurt has begun to decelerate in America. This…

Where is the value in the world?

How to read the table -  Dark blue (very cheap) = current relative valuation < -1.5 standard deviations from historical…

All eyes on the Fed Part (I) – positioning ahead of the decision

The Federal Open Market Committee starts its two day June policy  meeting tomorrow. Although it is unlikely that there will…

Look back to 1994 for a potential guide to the balance of this year in the markets…

In UBS’ view, 1994 is critical for guiding investing today. The key point about 1994 was not that US bond…

Stock market crashes of the 19th century

Stock-market crashes saw the light of day more and more as the world became industrialized. The 19th century saw a rapid…

FTSE SUMMER ROUT REDUX

Well, right on cue, the FTSE is playing out per the script of the last 3 years moribund summer months…

An SBM Investment IQ teaser…

SBM Investment IQ poser   1. There is a tender from God and you are given a chance to give…

SBM unveils the future of bulletin boards…

Slightly different to other boards where you need the company epic to access the board, you simply type the company…