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.
CPUC’s Climate Credit
What is the California Climate Credit? If you are one of millions of California residents and energy ratepayers, you may have received an unusual message from PG&E regarding a new credit that you [...]
Holiday Greetings 2023
Dr. Jonathan Tiemann and everyone at Tiemann Investment Advisors sends season's greetings and best wishes for healthy, happy and festive holidays. May your new year provide you with an abundance of love, laughter, learning [...]
Dr. Tiemann’s year-end book report
Dr. Tiemann's Year-End Book Report I cannot live without books, but fewer will suffice where amusement, and not use, is the only future object. —Thomas Jefferson to John Adams, June 10, 18151 [...]
Investors turning bullish on nuclear energy
November 16, 2023 After years of disinterest, energy security concerns and the push for net zero are leading investors to bet on nuclear power. The fact that the world has not managed to [...]
Parnassus Versus Green Century: A Contrast in Styles
October 22, 2023 June, July and August of 2023 were the three hottest months the Earth has ever seen by such a large margin, it left climate scientists agog. Climate disasters are abounding [...]
Holiday Greetings 2022
The Tiemann Investment Advisor team wishes everyone a safe, healty, happy and warm holiday season. We hope your 2023 provides you with ample time with loved ones and for leisure, while offering opportunities to [...]
Climate Scientists Issue Dire Climate Warning
Dire Warnings from Dr. James Hansen . . . again Those who receive Dr. James Hansen's occasional newsletter from his Climate Science, Awareness and Solutions team, will have seen some dire reports before. [...]
The SEC finally steps into the ring for the Climate fight
SEC Issues Trailblazing Climate Disclosure Proposal At long last, after studying the issue for many years, the U.S. Securities and Exchange Commission has finally released its long-awaited proposal to require companies to disclose their [...]
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.
- International Finance in the Age of SailDarius Tirgan2024-07-08T11:07:21-07:00
International Finance in the Age of Sail
- Global History of Capitalism Project – Russian American CompanyJonathan Tiemann2022-03-04T00:10:33-08:00
Global History of Capitalism Project – Russian American Company
- Historical Perspectives on BitcoinJonathan Tiemann2021-11-01T13:19:27-07:00
Historical Perspectives on Bitcoin
- Global History of Capitalism Project – Discounting GoldJonathan Tiemann2021-10-31T22:50:26-07:00
Global History of Capitalism Project – Discounting Gold
- Global History of Capitalism Project – LeidesdorffJonathan Tiemann2021-10-31T22:50:10-07:00
Global History of Capitalism Project – Leidesdorff
- Ode to Spring: The Baseball SubjunctiveEditor2020-06-07T00:45:01-07:00
Ode to Spring: The Baseball Subjunctive
- Contagion 1855: How the Crimean War Felled San Francisco’s Largest BanksJonathan Tiemann2021-10-31T22:49:50-07:00
Contagion 1855: How the Crimean War Felled San Francisco’s Largest Banks
- The Purpose of Monetary PolicyJonathan Tiemann2018-04-03T14:32:56-07:00
The Purpose of Monetary Policy
- Tom Brady’s Victory Pumps up Organized LaborEditor2015-12-14T20:09:19-08:00
Tom Brady’s Victory Pumps up Organized Labor
- Why the Debt Ceiling Debate MattersJonathan Tiemann2018-04-04T12:48:43-07:00
Why the Debt Ceiling Debate Matters
- Is Bond Market Liquidity Really Falling?Jonathan Tiemann2018-04-04T12:53:43-07:00
Is Bond Market Liquidity Really Falling?
- Growth in the Age of Cheap CapitalJonathan Tiemann2018-04-04T13:41:19-07:00
Growth in the Age of Cheap Capital
- The Store of Value Under SiegeJonathan Tiemann2018-04-05T13:27:13-07:00
The Store of Value Under Siege
- Advancing the State of the Investment ArtEditor2007-11-07T23:42:36-08:00
Advancing the State of the Investment Art
- The Hidden Costs of Investing: The A, B, Cs of Mutual FundsEditor2007-02-08T00:35:45-08:00
The Hidden Costs of Investing: The A, B, Cs of Mutual Funds
- The Peculiar Alchemy of Hedge FundsJonathan Tiemann2018-04-13T12:49:54-07:00
The Peculiar Alchemy of Hedge Funds
- Head Over Heels for the Yield CurveJonathan Tiemann2018-04-13T12:57:06-07:00
Head Over Heels for the Yield Curve
- Meet Ben Bernanke, the New Fed ChairJonathan Tiemann2018-04-13T12:59:35-07:00
Meet Ben Bernanke, the New Fed Chair
- What to do with a Concentrated PortfolioJonathan Tiemann2018-04-13T13:27:06-07:00
What to do with a Concentrated Portfolio
- The Right Portfolio at the Right PriceJonathan Tiemann2018-04-13T13:33:02-07:00
The Right Portfolio at the Right Price