Financial Markets

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State of the Market (10/08/23)

8 Oct 2023 6 minute read 0 comments Todd Mei PhD

Welcome to the free version of the Art of the Bubble! 1.2 Labs offers this Art of the Bubble bulletin for educational purposes. Our paid plans make use of the same base algorithm that our crypto hedge fund, 1.2 Capital Management, does. We have two p...

Fixed income securities and business cycles

6 Oct 2023 2 minute read 0 comments fmiren

Fixed income securities Bond yields have a high and low point throughout business cycles. The best time to be invested in bonds is when long-term yields are at their cycle high because there’s an inverse relationship between yields and bond prices. B...

Dividend yield and 10-year Treasury yield

5 Oct 2023 1 minute read 0 comments fmiren

Dividend yield and 10-year Treasury yield There has been a relationship between bond yields and dividend yields historically. The chart below shows that the dividend yield has been higher than 10-year yield until 1960s when the relationship changed....

Keep an eye on India: for Pictet AM, it is crucial for tomorrow's investments

4 Oct 2023 2 minute read 0 comments MrBicci

  Keep an eye on India: for Pictet AM, it is crucial for tomorrow's investments     The country's competitiveness is growing and the stock market is booming. pay special attention to Indian companies that are poised to conquer global markets with a...

Will Bank of Japan intervene?

4 Oct 2023 3 minute read 0 comments fmiren

Bank of Japan, Yield Curve Control and Repatriation Now that Japanese yen is trading at or near multi-year lows, the question of intervention by Bank of Japan become more and more and actual. On the one hand, as an export-reliant economy Japan always...

How Struct Finance works

2 Oct 2023 4 minute read 0 comments fmiren

Bringing structured assets to DeFi Structured products in Traditional finance US Securities and Exchange Commission defines structured securities as “securities whose cash flow characteristics depend upon one or more indices or that have embedded for...

State of the Market (10/01/23)

1 Oct 2023 6 minute read 0 comments Todd Mei PhD

      Welcome to the free version of the Art of the Bubble! ​ 1.2 Labs offers this Art of the Bubble bulletin for educational purposes. Our paid plans make use of the same base algorithm that our crypto hedge fu...

We are in the final sprint of 2023: five reasons to choose investment grade bonds

30 Sep 2023 2 minute read 0 comments MrBicci

  We are in the final sprint of 2023: five reasons to choose investment grade bonds   Let's hit the track: During the year, many bond investors believed short-term government bonds and money market funds were the right choice, capable of offering hig...

Exchanges open week very cautious, in Hong Kong collapses giant Evergrande (-25%)

28 Sep 2023 2 minute read 1 comment MrBicci

  Exchanges open week very cautious, in Hong Kong collapses giant Evergrande (-25%)     While all of Europe anxiously awaits the European list resulting from Christine Lagarde's speech, on the other side of the world, in Asia, there is new trouble f...

Morgan Stanley IM explains why the S&P 500 could reach 5,000 points by year's end

26 Sep 2023 2 minute read 0 comments MrBicci

  Morgan Stanley IM explains why the S&P 500 could reach 5,000 points by year's end     In the opinion of Andrew Slimmon (Morgan Stanely Investmen Management), earnings are expected to return to growth in 2024, at the same time as inflation declines...