Investment Viewpoint

Investment Viewpoint 2019-02-08T18:08:11+00:00

Dr. Tiemann’s Perspective on Markets, News and Investment-Related Issues

There is a lot going on in the investment world. In order to make sense of it, Dr. Tiemann provides regular written assessments specifically covering three distinct areas:  I. Reviewing the financial markets;  II. Providing noteworthy news and business updates;  III. Miscellaneous investment and finance issues.  The following sections provide a more detailed explanation of each of these three areas and quick links to get there but you can also use the main menu.

I. Market Reviews

Every month, Dr. Tiemann writes a market review that puts the movement of the major markets into focus in the context of other specific news of economic and political events.  At the end of each quarter, the market movements from the prior three months is also reported on from more of a macroeconomic perspective in a quarterly market review.  These market reviews are included as part of Dr. Tiemann’s reports to his clients on a monthly basis but they are also posted to the current Market Review page. Market reviews are all organized by year:  click here to go to 2019 Market Reviews.

II. News & Updates

Periodically there is a noteworthy news report or a TIA business update that Dr. Tiemann or his team think are worth highlighting.  These are published on the News & Updates page, often with a brief summary and link to the underlying article.  Once in a while, these are original articles written by Dr. Tiemann of a shorter length or may be a brief report on when Dr. Tiemann has been quoted by a reporter within an article published by a third-party news organization.  Click on the slider below to see a recent TIA News item.

Cattle Hides to Crimean War

March 20th, 2019|

Dr. Tiemann presents  a California Gold Rush talk to the Fellowship Forum Dr. Tiemann was the invited speaker at the Fellowship Forum in Palo Alto on March 19, 2019. This is a local group that [...]

Institutional Investors Uniting Against Emissions

March 6th, 2019|

Just Twenty Companies Responsible for Half of Power Sector’s Carbon Emissions in the US According to a press release posted by New York City Comptroller Scott M. Stringer, a coalition of some of the largest [...]

The Adams Express Company – A Gold Rush Banking story

February 28th, 2019|

A history of how a shipping company becomes a bank Dr. Tiemann was the invited speaker at the Rotary Club of San Mateo on February. His talk was entitled “Banking in Gold Rush California — [...]

Why the Debt Ceiling Matters — and What to do About It

February 5th, 2019|

Dr. Tiemann presented a talk at the Business Management Discussion Group on Monday, February 4th in Santa Monica, California entitled “Why the Debt Ceiling Matters - and What to do About It.”

Holiday Greetings 2018

December 23rd, 2018|

We want to thank everyone for your support throughout the year and wish you the best for the coming year.  We are especially grateful for your support at this sad time, while we mourn [...]

Honoring Kathy Hughes Anderson

December 15th, 2018|

By Valerie Gardner, posted on December 15, 2018, updated December 28, 2018 It is with sudden and stunning sorrow that we find ourselves entering the holiday season without our long-time friend and colleague, Kathy Hughes [...]

Investments based on Science Fact, rather than Science Fiction

November 26th, 2018|

By Valerie Gardner Joseph Mariathasan makes an important point in an article published in Investment & Pensions Europe (IPE), called "Nuclear Power - An Update." In it he reflects on the problems associated with exaggerations [...]

Taking Stock of Known Risks to Future Returns

October 12th, 2018|

By Valerie Gardner Since our founding in 2002, we have seen it as our job to help our clients invest prudently in the market, in order to participate in the overall market growth and [...]

III. Viewpoint Notes

Dr. Tiemann ‘s unique viewpoint expresses itself in a series of engaging essays — what we call “notes” — written on a variety of topics. With more than fifty published notes tracing back to even earlier than 2002 (when TIA was founded), Dr. Tiemann has covered many of the essential issues pertaining to investment theory, the financial industry, portfolio management, fiscal and monetary policies, trends like bitcoin and much more.  Notes are longer-form essays which delve into great depth on a specific topic that happens to be of interest to Dr. Tiemann, such as asking “What is Money?”   These are posted as PDF documents in reverse chronological order and can be accessed from the Viewpoint Notes page, using the animated slider or the archive (which takes you to the note’s “landing page,” from where the PDF can be accessed.) Currently, Dr. Tiemann has been conducting historical research into how banking developed during the Gold Rush era and recently published a note entitled “Banking Without Banks.”  He’s been finding a lot of interesting historical information, so we are looking forward to seeing more notes published in this area.  Click on the below slider to access Dr. Tiemann’s notes.