economics - Complexity Everywhere

economics

A collection of 2 posts

2020 Outlook

Entering year 4 of a 15-year private sector confidence cycle, expect a mixed bag for risk-on asset classes in a world weighed down by the continued miscalculations of public sector actors. Major Themes: 1. A Mixed Bag for Risk-on Assets in 2020: The S&P 500 rises modestly; so does

Will Investors Fall Out of Love with Stocks?

complex systems

Will Investors Fall Out of Love with Stocks?

Investor Portfolio Allocation to Equities Ever since reading about it here [http://www.philosophicaleconomics.com/2013/12/the-single-greatest-predictor-of-future-stock-market-returns/] at the always insightful Philosophical Economics blog, I have been fascinated by the notion of Investor Portfolio Allocation to Equities, a statistic tracked by the U.S. Federal Reserve here [https://fred.