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.
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 — [...]
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.”
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 [...]
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.
- Contagion 1855: How the Crimean War Felled San Francisco’s Largest Banks Editor 2019-02-09T14:50:11+00:00
- The Hidden Costs of Investing: The A, B, Cs of Mutual Funds Host 2007-02-08T00:35:45+00:00