Monday, January 26, 2015

"Alternatives to Stocks in Deflationary Environments..."

From Victor Niederhoffer's Daily Speculations:
What are the alternatives to stocks in a deflationary environment?
1. playbook of scenario of Japan since 1990 : )

2. Year book 2012 by Prof. Dimson/ Marsh/ Staunton (or fondly called the optimist trio) has a thorough investigation of historical deflationary events...MORE
See also both "The Enigma Inside The Credit Suisse Global Investment Returns Yearbook 2014" and 2013's "Credit Suisse Investment Returns Yearbook 2013":
Last year I referred to the authors of the Credit Suisse Global Investment Returns Yearbooks as "the hot new boy band Dimson, Marsh and Staunton" while looking at a picture of Professor Dimson.

Cracks me up but hasn't gained much traction in the academy.*
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