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6 Years Down | Decoding the Decline

Decoding the Decline

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6 Years Down | Decoding the Decline | 6yearsdown.com Reviews
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Decoding the Decline
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6 Years Down | Decoding the Decline | 6yearsdown.com Reviews

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Decoding the Decline

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1

Books | 6 Years Down

http://www.6yearsdown.com/reading-list

Highly recommended reads for anyone interested in global macro. The Invisible Hands: Top Hedge Fund Traders on Bubbles, Crashes, and Real Money. Published: September 13, 2011. In light of the colossal losses and amidst the resulting confusion that still lingers, it is time to rethink money management in the broadest of terms. Drastic changes need to be made, and managers who actually made money during 2008 make for a logical starting place. Released October 9, 2001. Released November 16, 2010. FX Carry M...

2

Equities | 6 Years Down

http://www.6yearsdown.com/category/stocks

114 Years of Key Events and Equities, 1900-2014. February 20, 2016. Comprehensive correlation of key events with equity market performance produced by analysts at Deutsche Bank (compliments of ZeroHedge). An excellent addition to your personal collection of historical trends. 114 Years of Key Events and Equities, 1900-2014. FX Carry Markets & the Dollar – The Long View. 40 Year History of the US Dollar. Ray Dalio’s In-Depth Look at Deleveragings. Hugh Hendry: I’m Taking the Blue Pills Now.

3

6 Years Down | Decoding the Decline | Page 2

http://www.6yearsdown.com/page/2

Newer posts →. FX Carry Markets & the Dollar – The Long View. November 15, 2015. Published these long-term charts of several FX markets previously popular in carry trades (AUDUSD, NZDUSD, JPYUSD, CADUSD – not shown). I’ve thrown in the EURO for good measure, as all of these currencies appear to be in the final stages of decline in value against the US Dollar. (. By “final stages”, I mean in terms of price, not time.). Charts below courtesy of TradingView.com. Australian Dollar, AUDUSD. Newer posts →.

4

Update: Housing Recovery Still a Home Builder Fantasy | 6 Years Down

http://www.6yearsdown.com/2014/12/update-housing-recovery-still-a-home-builder-fantasy

Havard Business Review: “Stock buybacks manipulate the market and leave most Americans worse off”. Barron’s Cover: This Time Is Different →. Update: Housing Recovery Still a Home Builder Fantasy. December 11, 2014. The National Association of Home Builder survey (NAHB) from November shows an ever increasing gap between home builder sentiment and reality (actual sales). This gap has actually grown wider since the last time. We reviewed NAHB sentiment vs. actual home sales in July, 2014. To post a comment.

5

Jim Grant’s “Complexity: The Hidden Cost of Central Bank Actions” | 6 Years Down

http://www.6yearsdown.com/2014/11/jim-grants-complexity-the-hidden-cost-of-central-bank-actions

150 Year History of Policy Rates →. Jim Grant’s “Complexity: The Hidden Cost of Central Bank Actions”. November 1, 2014. By Grant’s Interest Rate Observer. Originally posted on October 29, 2014 in the Enterprising Investor. One sees a certain measure of justice in the humbling of the regulated financial titans who put themselves in this position of vulnerability; many of them were going broke. Then, again, there’s irony in the regulatees ceding power to the regulators. The latter seemed to know e...But h...

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