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Global Manufacturing Not Too Hot, Not Too Cold. August 14, 2015. By Eric Bush, CFA. Industrial production in the US in July surprised to the upside in the release today. IP rose 0.6% MoM (June was revised slightly lower, however) and is 1.3% higher YoY. Overall, as the data below indicates, global manufacturing is at a relative mid-point compared to the past 10-years according to the Markit PMI surveys. We are […]. Our Take on the Chinese Currency Move: More About Rebalancing than Devaluation. As we note...

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Global Manufacturing Not Too Hot, Not Too Cold. August 14, 2015. By Eric Bush, CFA. Industrial production in the US in July surprised to the upside in the release today. IP rose 0.6% MoM (June was revised slightly lower, however) and is 1.3% higher YoY. Overall, as the data below indicates, global manufacturing is at a relative mid-point compared to the past 10-years according to the Markit PMI surveys. We are […]. Our Take on the Chinese Currency Move: More About Rebalancing than Devaluation. As we note...

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Gavekal Capital Blog | blog.gavekalcapital.com Reviews

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Global Manufacturing Not Too Hot, Not Too Cold. August 14, 2015. By Eric Bush, CFA. Industrial production in the US in July surprised to the upside in the release today. IP rose 0.6% MoM (June was revised slightly lower, however) and is 1.3% higher YoY. Overall, as the data below indicates, global manufacturing is at a relative mid-point compared to the past 10-years according to the Markit PMI surveys. We are […]. Our Take on the Chinese Currency Move: More About Rebalancing than Devaluation. As we note...

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Gavekal Capital Blog

http://blog.gavekalcapital.com/ecb-asset-purchases-boost-european-consumer-staples-health-care-sectors

VIX Flirts with Backwardation. November 2, 2016. As of today (and for the fourth time this year), investors are willing to pay a premium for spot VIX versus three-month futures on the VIX. With the recent spike in the spot VIX, it has thrown the curve into backwardation– a condition signalling that the VIX is set to fall from extreme levels and one […]. Brazil’s October Trade Data Just Crushed 1Q17 Growth Prospects. November 2, 2016. By Eric Bush, CFA. Factor Shift: What ISN’T Working Anymore. The shifti...

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Gavekal Capital Blog

http://blog.gavekalcapital.com/author/ebush

VIX Flirts with Backwardation. November 2, 2016. As of today (and for the fourth time this year), investors are willing to pay a premium for spot VIX versus three-month futures on the VIX. With the recent spike in the spot VIX, it has thrown the curve into backwardation– a condition signalling that the VIX is set to fall from extreme levels and one […]. Brazil’s October Trade Data Just Crushed 1Q17 Growth Prospects. November 2, 2016. By Eric Bush, CFA. Factor Shift: What ISN’T Working Anymore. The shifti...

3

Gavekal Capital Blog

http://blog.gavekalcapital.com/category/knowledge-leaders

VIX Flirts with Backwardation. November 2, 2016. As of today (and for the fourth time this year), investors are willing to pay a premium for spot VIX versus three-month futures on the VIX. With the recent spike in the spot VIX, it has thrown the curve into backwardation– a condition signalling that the VIX is set to fall from extreme levels and one […]. Brazil’s October Trade Data Just Crushed 1Q17 Growth Prospects. November 2, 2016. By Eric Bush, CFA. Factor Shift: What ISN’T Working Anymore. The shifti...

4

Gavekal Capital Blog

http://blog.gavekalcapital.com/category/news

VIX Flirts with Backwardation. November 2, 2016. As of today (and for the fourth time this year), investors are willing to pay a premium for spot VIX versus three-month futures on the VIX. With the recent spike in the spot VIX, it has thrown the curve into backwardation– a condition signalling that the VIX is set to fall from extreme levels and one […]. Brazil’s October Trade Data Just Crushed 1Q17 Growth Prospects. November 2, 2016. By Eric Bush, CFA. Factor Shift: What ISN’T Working Anymore. The shifti...

5

Gavekal Capital Blog

http://blog.gavekalcapital.com/em-vs-dm-technical-chart-tour

VIX Flirts with Backwardation. November 2, 2016. As of today (and for the fourth time this year), investors are willing to pay a premium for spot VIX versus three-month futures on the VIX. With the recent spike in the spot VIX, it has thrown the curve into backwardation– a condition signalling that the VIX is set to fall from extreme levels and one […]. Brazil’s October Trade Data Just Crushed 1Q17 Growth Prospects. November 2, 2016. By Eric Bush, CFA. Factor Shift: What ISN’T Working Anymore. The shifti...

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Njusacz: Państwo Polskie istnieje tylko teoretycznie

http://njusacz.blogspot.com/2015/03/panstwo-polskie-istnieje-tylko.html

Wtorek, 3 marca 2015. Państwo Polskie istnieje tylko teoretycznie. Powiedział w przypływie szczerości minister rządu p. Tuska. Studium pewnego przypadku. Zapraszam. Gdzie chciał lecieć marszałek Borusewicz? Wczoraj Bogdan Borusewicz, marszałek senatu, podniósł larum:” miałem stanąć na czele polskiej delegacji do Moskwy na pogrzeb zamordowanego opozycjonisty Borysa Niemcowa, a tu nagle dowiedziałem się od przedstawiciela władz rosyjskich, że nie zostanę wpuszczony do Rosji”. Nie chcąc, by przyklejono mi p...

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Njusacz: Honorable correspondants

http://njusacz.blogspot.com/2015/07/honorable-correspondants.html

Piątek, 31 lipca 2015. Początkowo ten wpis nosił tytuł "Państwo z dykty", ale uznałem go za zbyt efekciarski i przez to szkodliwy, dla przesłania. Notka ta dotyczy bowiem tajnych służb, a precyzyjniej ich "źródeł informacji". Czytam właśnie najnowszy felieton red. Michalkiewicza ( kliknij tutaj, aby przejść do niego. I generalnie zauważam przerost formy nad treścią, a szkoda(! Bo autor przemyca w nim całkiem ciekawą informację. Oto ona:. W wywiadzie-rzece pod tytułem „. Sekrety szpiegów i książąt. A) Mac...

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Njusacz: Projekt REB

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Raport Ekonomicznej Blogosfery 2012. Raport Ekonomicznej Blogosfery 2013. Raport Ekonomicznej Blogosfery 2014. Raport Ekonomicznej Blogosfery 2015. Udostępnij w usłudze Twitter. Udostępnij w usłudze Facebook. Udostępnij w serwisie Pinterest. Yen and Gold Rally Over? Still Talking Collateral And Implying Shortage. Highlights (If You Choose to Call Them That) from Europe’s Business and Consumer Surveys. Pogrzeb Inki i Zagończyka, czyli kiedy Bierut won z Powązek? Bla bla uber lyft. Dokąd? Ikti i jego system.

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Njusacz: O blogu

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Blog pomyślany jest jako miejsce spotkań ludzi ciekawych wszystkiego. Tematy, które poruszam w notkach są tylko zaczynem dla dyskusji. Staram się promować tych, których uważam że warto. Lista blogowa. Podlega nieustannym zmianom. Projekty, które z niej "wypadają" robią tylko i wyłącznie miejsce dla nowych. Byt określa świadomość" i dlatego warto zapoznawać się z analizami z serwisu ekonomicznego. Oraz z vademecum nazwanego: co w trawie piszczy. Rozmowy są najistotniejszym "aktywem" tego miejsca. Udostępn...

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Njusacz: 2015. Czas na pierwszy wpis. Wywrotowy.

http://njusacz.blogspot.com/2015/01/2015-czas-na-pierwszy-wpis-wywrotowy.html

Czwartek, 1 stycznia 2015. 2015 Czas na pierwszy wpis. Wywrotowy. Dziś pierwszy z Noworocznych wpisów. Notek, które uważam, że mogą dać Wam kopa w. życie/rzycie! Zdarza się, że jestem adresatem próśb/skarg(? Wśród których prym wiedzie coś w tym guście:. Ten akurat wprost skierowany został do blogera Doxy -. Powiem szczerze, że krew mi się zawsze gotuje jak słyszę podobne słowa! Myślę sobie o co kaman? Czy chodzi o skalę makro? Problemu, który w jakiejś mierze SAM STWORZYŁEŚ! Odpowiadam cytatem z niedawne...

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Droga rzadziej wędrowana",. Kompleks polski", T. Rozważania o wojnie domowej", Paweł Jasienica. The Great Wave",. Edwin Lefevre, Jon Markman (komentarze), Paul Tudor Jones (przedmowa). W wersji z 1975r(? Http:/ klopotowski.salon24.pl/525309,pornografia-polskosci-czyli-lewacki-rozbior-wajdy. Filmy fabularne z ekonomią w tle. Network / Sieć 1976. Rollover / Prolongata (1981). Tucker - Konstruktor marzeń (1988). The Hudsucker Proxy (1994). Up In The Air (2009). Margin Call / Chciwość (2011). A Kondej, Polow...

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Njusacz: Ciekawe dyskusje

http://njusacz.blogspot.com/p/ciekawe-dyskusje.html

Najczęściej komentowane wpisy w roku 2012:. Http:/ njusacz.blogspot.com/2012/09/1-2-3spokojna-czyli-co-powie-ben.html. Http:/ njusacz.blogspot.com/2013/02/na-granicy-polsko-chinskiej.html. Http:/ njusacz.blogspot.com/2012/10/czarne-chmury-2.html. Http:/ njusacz.blogspot.com/2012/09/gazeta-wyborcza-i-polska-times-kamia.html. Http:/ njusacz.blogspot.com/2013/02/skok-cywilizacyjny.html. Http:/ njusacz.blogspot.com/2013/01/w-nowym-roku-niechaj-sie-nam-wszystkim.html. Udostępnij w usłudze Twitter. Amerykański...

gavekalcapital.com

Gavekal Capital | Knowledge Effect - Gavekal Capital

http://www.gavekalcapital.com/knowledge-effect

The Knowledge Effect is the tendency of stocks of highly innovative companies to experience excess returns. It results from investors’ systematic errors in evaluating companies that invest large sums of money in producing knowledge. The origins of the Knowledge Effect can be traced to two factors:. A surge in the pace of knowledge production. Gavekal Capital seeks to capture the Knowledge Effect using a proprietary process designed to overcome the informational shortcomings of traditional financial state...

gavekalcapital.com

Gavekal Capital | Indexes - Gavekal Capital

http://www.gavekalcapital.com/indexes-page

Gavekal Knowledge Leaders Indexes. The first indexes designed to capture the Knowledge Effect. Fact Sheet Developed World Index. Holdings Developed World Index. Fact Sheet Emerging Markets Index. Holdings Emerging Markets Index. As of 7/31/2016 - Trailing 10 Years). Developed World Index (TR). MSCI World Index (TR). Emerging Markets Index (TR). MSCI Emerging Markets Index (TR). How we capture the excess returns of. A complete guide to understanding why highly innovative companies generate excess returns.

gavekalcapital.com

Gavekal Capital | About Us - Gavekal Capital

http://www.gavekalcapital.com/about-us-2

Gavekal Capital identified the Knowledge Effect and created the first investment methodology to capture the excess returns of highly innovative companies. Gavekal Capital is creator and designer of the Gavekal Knowledge Leaders Strategy, indexes and investment products. Steven Vannelli, CFA. Portfolio Manager, Europe. Eric Bush, CFA. Portfolio Manager, North America. Bryce Coward, CFA. Portfolio Manager, Asia. Head of Marketing and Communications. Trader & Operations Manager. August 15, 2016. July 9, 2015.

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Global Manufacturing Not Too Hot, Not Too Cold. August 14, 2015. By Eric Bush, CFA. Industrial production in the US in July surprised to the upside in the release today. IP rose 0.6% MoM (June was revised slightly lower, however) and is 1.3% higher YoY. Overall, as the data below indicates, global manufacturing is at a relative mid-point compared to the past 10-years according to the Markit PMI surveys. We are […]. Our Take on the Chinese Currency Move: More About Rebalancing than Devaluation. As we note...

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