John Lounsbury
John Lounsbury
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World Markets Update [View article]
I do a lot of correlation analysis. It is time consuming and tedious.
To study correlation among the major world markets since March 2009, a good start is to look at your graph. It tells the qualitative story and is hours faster than my detailed correlation analysis.
Diversifying, Yes; Decoupling, No [View article]
A little added tid-bit of information for your discusssion: I read recently that China (so far in 2009) is the world's largest car market.
Of course, that condition has occurred at this time partly because the U.S. car market has dropped below 10 Million units annual rate, but sales in China have risen dramatically to reach this level.