Interesting Links

[Billy]

Many here are quant-oriented and I found this website to be a gold mine for quantitative studies. There, you will never miss any study or research anymore as they are constantly posted in real time from all around the internet.

http://www.thewholestreet.com/

Billy

[mnoel]

Thanks Billy. A lots of interesting stuffs.

[Pascal]

An interesting comment about the market evolution.

Pascal

http://tradestrongmanagement.blogspo...+MANAGEMENT%29

[Pascal]

http://www.marctomarket.com/

[PeterR]

Today, I stumbled upon this report: Millionaire migration in 2015

I think we saw and will see a reflection of this in the money flows.

A great metric to understand the world a little bit more, IMO.
It's also a sobering fact sheet: people vote with their feet.

Source

News about

the report

[Pascal]

Today, I stumbled upon this report: Millionaire migration in 2015

I think we saw and will see a reflection of this in the money flows.

A great metric to understand the world a little bit more, IMO.
It's also a sobering fact sheet: people vote with their feet.

Source

News about

the report

Thanks for the links.

I doubt very much that insecurity in France due to religion issues is the main reason for the exodus in 2015. I would say that millionaires try to escape from the grip of the state and its taxes. This is not new.
Most exodus are from leftist countries because they have a tendency to view financial success as "immoral" and hence tend to tax more millionaires.

In general, money moves out much before people. Moving your home is really the last step after "everything else" is gone.



Pascal

[PeterR]

I doubt very much that insecurity in France due to religion issues is the main reason for the exodus in 2015

I was thinking the same, it's taxes and economic environment.
The reasons they give are not convincing.
I should have mentioned this.

Also they missed that China outflows are often hidden in corporate oversea investments, since private
outflows are legally difficult.

Yet the raw numbers show the movements, for whatever reasons.
E.g. into US, into Australia (pot proxy New Zealand ? )

I also agree, its probably a lagging indicator.

[Pascal]

This article dates of March 2015, but is really a good summary of the forces around currencies and especially the US$.
Reading commentaries also takes some time, but interesting for a week-end reading.

https://mises.org/library/why-it-mat...serve-currency



Pascal

[Pascal]

Interesting article about the placebo effect of the Fed.

http://www.marketwatch.com/story/the...ore-2016-04-29



Pascal

[Pascal]

Interesting Article about the Precious/industrial metals ratio as a predictive tool.
Long-term analysis with only three past data sets, but interesting view nonetheless.

http://jlfmi.tumblr.com/post/1446386...ing-to-economy


Pascal