Category Archives: Asset Market Research

In this post, I want to get a sense of foreign exchange crises since 2008. The data that I am using is taken from the World Bank. It is not perfect. It is a bit spotty and could be improved … Continue reading →

In a previous post I undertook a very simple analysis to show that factor investing during inflation helps investors to stop from simply treading water – at least, if history is any guide. An interlocutor asked if I’d looked into … Continue reading →

Recently I have been looking at whether inflation might be in the pipeline. The jury is still out on that, but caution would be wise given the current situation. That leads to a rather obvious question: what should investors do … Continue reading →

In the last piece on detecting housing market bubbles, I an through some of the problems with using standard-scoring. Here I will provide two solutions; one complex, the other simple. But before we move forward with this, we must understand … Continue reading →

In a recent piece in Newsweek that got some attention, I made the case that the United States is currently experiencing a housing bubble. The next logical question is obvious: are other countries? After all, the 2008 meltdown was a … Continue reading →