• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar

Joe Leider

Data Narration & Visualization | Investment, Economic & Political Commentary

  • Data visualization
  • Economics
  • Investing
  • Policy
  • Personal finance
  • Digital marketing

Investing

Don’t invest in Bitcoin either: the perils of gold, cash & code

April 1, 2015 by Leave a Comment

I have a guest post over on Diginomics about the 3 monetary paradoxes of Bitcoin. Since yesterday’s post was about not investing in gold, it seems like a good segue to advise you not to invest in Bitcoin either. For that matter, don’t keep your savings in cash. All these assets have one thing in […]

Filed Under: Investing

Never invest in gold

March 31, 2015 by 1 Comment

Unfortunately I only have time for a short post today. For another project I created the visualization below, indexing NGDP, 10-year treasuries, inflation and gold at 100 starting in 1933. For 10-year treasuries and inflation, the lines show what $100 would have become by applying 10-year yield / inflation rate in each year, compounded. What do […]

Filed Under: Investing

Stocks are fairly valued, get over it

March 26, 2015 by Leave a Comment

What drives stock valuations? Is it corporate earnings expectations? Overall economic growth? Treasury yields? I’ve gotten into a few debates about the relationship between treasury yields and valuation metrics. The problem is always causation. Do low interest rates cause people to pour money into stocks in a chase for yield? Is high inflation harmful to valuations […]

Filed Under: Investing

Why Buffett is looking at German companies

March 20, 2015 by 3 Comments

In a past article, I explored which countries’ stock markets were safest for your money. Not long after, I saw this article on Warren Buffett taking an interest in German companies. Because Buffett seeks out value like a heat-seeking missile, I wanted to look into this. First, I turned to some Federal Reserve Economic Data (FRED). A […]

Filed Under: Investing

Are we reliving the bubbles of the last 20 years?

March 17, 2015 by Leave a Comment

In the late 1990’s, the internet bubble inflated and burst. In the mid 2000’s, we watched housing prices inflate and burst, along with stock prices again. Since 2009 we’ve watched stock prices climb higher and higher, and we’re left wondering, now, are we’re reliving past bubbles? Or are we at a fair valuation considering low interest […]

Filed Under: Investing

Which industries are recession proof?

March 10, 2015 by 1 Comment

There seems to be a lot of confusion among analysts, economists and investors as to what higher interest rates mean for stock markets. A lot of folks are eating up the fallacy that higher interest rates mean tighter monetary policy. While that could be the case, it’s not necessarily so. But that myth is causing markets […]

Filed Under: Investing

Do high P/E ratios scare you?

March 5, 2015 by Leave a Comment

Do high P/E ratios scare you? In a sense they should. The average Shiller P/E of the S&P 500 since 1928 is  16.75. Now it stands at 19.82. That implies the market should drop 16%, or earnings will have to make up the difference. In a past article I look at the same scatter as […]

Filed Under: Investing

Find safe haven in this sector

March 3, 2015 by Leave a Comment

I’ve read a few pieces on how investing in certain sectors can help you achieve out-sized returns. As a value investor, I was curious as to which sectors looked cheapest. Unfortunately there’s not a great place to go for the sort of data I wanted. So I picked the three largest stocks by market capitalization per sector in this Bloomberg/PwC […]

Filed Under: Investing

The perils of bundled risk (what does it mean for ETFs?)

March 2, 2015 by Leave a Comment

Since the 1980’s, the American financial and monetary establishment has gotten better and better at bundling risk. This bundling can be a boon, but sometimes leads to catastrophe. Most famously, bundled mortgage securities blew up the banking industry in 2008. Lending anyone money is risky. This is true whether you’re getting a promise of interest or […]

Filed Under: Investing

Is your money safe from a US stock market crash?

February 18, 2015 by 1 Comment

The best temperament for an investor is serenity. While others fear the crash, buy and snap up bargains. If others are greedy, then sell and take home your profit. But what do you do when everyone’s afraid, but markets keep going up? I saw this interview from Robert Shiller that shook my serenity. After all, I’m […]

Filed Under: Investing

  • « Go to Previous Page
  • Page 1
  • Page 2
  • Page 3
  • Page 4
  • Go to Next Page »

Primary Sidebar

Navigation

  • Home
  • About
  • Contact
  • Sign up for updates

Recent Posts

  • What is Faith in G-d?
  • Murder in Chicago: Finding the Ferguson Effect in 10 Graphs
  • Trump’s China Pivot: Brilliant or Disastrous?
  • Trump won because he had a plan and Hillary did not
  • The Great Trump Reflation?

Recent Comments

  • takdoa on School shootings data visualization: putting information into context
  • PS on Murder in Chicago: Finding the Ferguson Effect in 10 Graphs
  • PS on Austerity, monetarism & growth: between Krugman, Steil & Sumner
  • robin on House price-to-rent ratios in major US markets: a data visualization case study
  • Jason Anderson on 13 data narratives on crime in Chicago
© 2025 Joe Leider. All rights reserved.