1. Search Results

  2. Economics Books to Read

    Hi guys, Does anyone have any recommendations for any good books to read providing a good insight into Macroeconomics (for relative beginners). Something that is also good for entry level Investment Banking interviews. Thank you. books Economics Macroecon ...

    31 comments - 3 silver bananas - Jun 7 2018 - 4:52pm -

  3. Government Shutdown: how it will affect the economy/capital markets

    As many of you might be aware of, the threat of a government shutdown this weekend still looms large. As of right now, there is no agreement on an extension and so the shutdown is a real possibility. How will it affect the economy/capital markets? Accordi ...

    35 comments - 2 silver bananas - Jan 19 2018 - 3:52pm -

  4. Retirement: Tick, Tock?

    Monkeys, Another week passes, and with it comes the penning of another concerning article regarding the future of this aging nation. Witness Illinois: as of this post, they have $14.6 billion in unpaid bills. That encompasses everything from hospital reim ...

    35 comments - 6 silver bananas - Jun 30 2017 - 11:00am -

  5. Best Macroeconomic Book

    Hey guys, RE development guy here, looking for a better general understanding of the global economy. Can anyone recommend a good book on the topic? I wouldn't say that I'm completely without knowledge, but seeking pretty basic info. I regularly ...

    176 comments - 0 silver bananas - Apr 25 2017 - 7:35pm -

  6. Has Hyper-Inflation Arrived?

    These inflation figures might surprise you. While Bernanke and the boys at the Fed seem most concerned about deflation, the prices of everyday items were off to the races in 2010. Thanks to a very helpful article over at WiseBread, we see that prices of n ...

    28 comments - 1 silver bananas - Dec 28 2010 - 4:45pm -

  7. America's Next Top Bubble...large pension funds

    America's next top bubble. Coming soon to your idiot box. Indeed, the large pension funds of America are living in a dream. The dream that 8% annual returns are a reality going forward. If we were to stop and scratch beneath the surface and ask " ...

    22 comments - 0 silver bananas - Sep 18 2010 - 12:47pm -

  8. SGX...the sleeping giant

    Sometimes truly significant events slip beneath the cracks and few people notice. Our brains are trained to focus on tight definitions and established topics. Occasionally, the result is that we ignore huge events wrapped up in no frills packages. For ins ...

    18 comments - 0 silver bananas - Oct 25 2010 - 12:17pm -

  9. Soros 3/4 in Cash

    Though he is not one of my favorite people in the industry it isn't really possible to doubt the investing acumen of George Soros. Over the years many have made a good bit of money in markets by simply mimicking his strategies. The most recent, howev ...

    16 comments - 0 silver bananas - Jul 22 2011 - 12:45pm -

  10. Weekend Wars: North Korea vs. South Korea

    Today, we finally have a "Weekend Wars" worthy of its title... In spite of the ignorance and ignoring on the part of my dear Keynesians we finally have a practical solution to the Global Financial Crisis... A real war I won't get too deep i ...

    16 comments - 0 silver bananas - Nov 28 2010 - 7:13pm -

  11. why so little macro on the due diligence for equity research?

    the title is pretty straightforward. I am wondering why such little attention is devoted to the classic "bigger picture", aka macroeconomics on a regional / zone / global scale as opposed to the in depth diligence on all the things relating to t ...

    10 comments - 0 silver bananas - Feb 8 2016 - 11:40am -

  12. Macroeconomic news sources

    I'm starting an FT position with an AM firm soon. The position requires a strong understanding of macroeconomic news both in the US and around the world. What are some of the news sources or books/magazines you guys read to stay up to date on economi ...

    11 comments - 0 silver bananas - Dec 17 2014 - 1:17am -

  13. Country Risk Analyst

    I saw a couple positions popping up as Country Risk Analyst in Credit Risk at BB banks. I apologise if this is not the right forum- I noticed a few past discussions for Credit Risk had been here, and it wasn't really obvious to me where else it ought ...

    9 comments - 1 silver bananas - Apr 27 2014 - 12:01pm -

  14. Brief Macro Analysis of North America

    Hello, just wanted to get a few thoughts on my analysis of markets in North America (macro perspective). The last pic has my brief view of all the charts provided by the OECD. Thanks in advance. Macroeconomics inflation interest rates economic growth ...

    6 comments - 1 silver bananas - May 5 2017 - 12:51pm -

  15. The China Situation

    In a world where everyone wants to be an exporter, he who has the weakest currency is king. And nobody knows this more than China. I came across this article from seeking alpha about the worsening trade situation between China and the states. [quote]" ...

    7 comments - 1 silver bananas - Sep 20 2010 - 5:59pm -

  16. Elm Partners- Active Index Investing

    Hey guys! Anyone heard of Elm Partners? www.elmfunds.com They are headed by Victor Haghani (ex Solomon Brothers/LTCM/JWM trader,also known from "When Genius Failed" & "Liar's Poker" books). Hows their reputation? They have Act ...

    6 comments - 0 silver bananas - Jun 27 2015 - 6:31pm -

  17. Macro to Micro ER

    I was wondering if anyone could explain how ER analyst approach writing reports that include looking at the economy of countries THAN going down to a sector and THAN companies. I am interested in improving my Macro to Micro knowledge and I would like to g ...

    7 comments - 0 silver bananas - Aug 21 2011 - 1:44am -

  18. Weekend Wars: Tim&Ben vs. The World

    Weekend wars returns this week with a propagandist homage to the "good cop, bad cop" routine. As Jorge notably summarized a few days ago, it seems as though the winds of change are blowing for Timothy Geithner, but is that really such a bad thin ...

    6 comments - 1 silver bananas - Nov 7 2010 - 8:10pm -

  19. Research Career with International Focus

    Hello all, I know that this forum is geared towards those seeking a traditional MBA, but I have a bit of a different interest. Would business school make sense for someone seeking a career with a focus on international research? I am interested in interna ...

    4 comments - 0 silver bananas - Jun 15 2015 - 3:37pm -

  20. You don't know what you don't know

    Since queueing up a handful of meetings, coffee chats, and quasi-interviews, I've begun to think a lot more about markets/sectors/industries that I wish I knew more about--if anything, just for fun and for the sake of engaging conversation with colle ...

    4 comments - 0 silver bananas - Dec 10 2014 - 12:15pm -

  21. Seeking Advice- How to get in?

    Hi. I'm looking for advice on how to get into trading, so I'm posting my resume. I'm sort of am in a strange position career-wise, so I really could use some solid no-nonsense talk. Do I have a shot? If yes do you have any advice on how to ...

    3 comments - 0 silver bananas - Apr 24 2016 - 1:47am -

  22. Merging macro views and industry/competitive analysis into valuation/accounting assumptions

    brief introduction: I have become more and more accustomed to translate observations about the competitive strategy as well as the general demand/supply/new trends of the underlying industry into both accounting assumptions (revenue/COGS/D&A/Capex/etc ...

    2 comments - 0 silver bananas - May 13 2015 - 9:10am -

  23. Business Cycles

    I'm interested in getting more perspective on the current overall state of the markets. Anyone have any books/websites that give a detailed history on business cycles/depressions/booms? I've been reading Market Wizards in which a lot of the trad ...

    2 comments - 0 silver bananas - Aug 14 2011 - 10:10pm -

  24. Books for Macro Economic Perspective

    Hey, you guys I'm looking for book suggestions that will me help gain a better macroeconomic perspective. I get a copy of the WSJ journal daily and try to read it with breakfast if I have time. However I've been having trouble connecting the dot ...

    1 comment - 1 silver bananas - Mar 19 2018 - 10:46pm -

  25. Tech Competition-> Bad for the Economy

    According to an article by Bloomberg, the current state of competition among major U.S. firms is not sustainable in the long run: Tech giants like Facebook and Amazon are the tip of the iceberg of a trend toward market concentration. That's good for ...

    1 comment - 1 silver bananas - Feb 21 2018 - 2:56pm -

  26. Top Geopolitical Risks 2017

    I'm curious as to what the monkeys here think about geopolitical risk. As a background for this post, the Eurasia Group (a global political risk consulting firm whose clients are large financial and other institutions concerned with how politics affe ...

    - 0 silver bananas - Jan 3 2017 - 2:57pm -

  27. Japan Looking Negative

    This past Friday, Japan became another country to introduce negative interest rates. This occasion marks the first time Japan's central bank set a negative rate in an increasingly desperate attempt to prevent the country from sliding into deflationar ...

    - 0 silver bananas - Jan 31 2016 - 11:13pm -

  28. Macro trades: An eventful week into year end- ECB/OPEC/PAYROLL thoughts!

    In a normal trading year, December tends to be relatively dull, with markets registering a lower volume and reduced volatility. But this time round it looks rather differed as we seem to be poised for a rather interesting week just before fund managers an ...

    - 0 silver bananas - Dec 1 2015 - 6:42am -

  29. A Map of The Markets

    HI guys I am new on WSO and as posted in an earlier discussion I am looking for a book/website that describes the conceptual ideas, mechanics and dynamics behind the financial markets. Extensive I know- let me elaborate: You often read in the papers or he ...

    1 comment - 0 silver bananas - Aug 12 2015 - 9:04am -

  30. Will traditional investment banks suffer the same fate as movie studios?

    What I mean by that is the evolution of the internet has made everything localized. With all these tech startups, I think we will see a decline in the traditional dominance of mega-corps. Just look at what happened to Hollywood studios and its decline due ...

    1 comment - 0 silver bananas - Apr 23 2014 - 12:47am -

  31. Dynamic Stochastic General Equilibrium Models (DSGE): How can this model be effectively used in the markets?

    Considering the fact that DSGE models have a very few, if at all, any applications in financial markets, and rarely used by fin geeks as a tool for forecasting and time series analysis. But renewed interests in financial modelling for short-term quant ana ...

    1 comment - 0 silver bananas - Jan 24 2014 - 10:05pm -

  32. Hello Guys, Just a Little about myself!

    It has been a pleasure to be in this forum and looking forward for warm and cordial discussions. Just browsed through the threads which looks interesting. Typically although not from the industry myself, rather from the academic research but with a wider ...

    - 0 silver bananas - Jan 24 2014 - 9:23pm -

  33. Macroeconomics vs. Stocks

    I feel kind of stupid for asking this, but luckily this is an anonymous forum. Over the last few decades the gains of the stock market have far surpassed the gains in gross domestic product. I suppose this can be accounted for by economies of scale and a ...

    1 comment - 0 silver bananas - Dec 1 2010 - 5:57pm -