Yearly Archives: 2018

In Science We Trust!

Scientists have again landed a spacecraft on a proverbial dime on a planet 40 million miles away that rotates at 241 metres per second. Think I'm gonna trust them on this climate change stuff. — Scott Linnen (@ScottLinnen) November 26, … Continue reading

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What are Apple’s core problems? – FT

The iPhone maker has been hit as investors worry over sales and US-China tensions ► Subscribe to FT.com here: http://bit.ly/2GakujT

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Week In Review – November 23

  Summary Ugly Thanksgiving week for equities. S&P led all major indices lower Philippines stocks were the only major index in the green as stocks broke out of a range on positive sentiment due to lower oil prices and expected … Continue reading

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The Interest Rate Paradox In Emerging Markets

In advanced economies, interest rates fall during recessions as investors replace risky assets such as stocks with safe assets such as bonds and cash. This makes fiscal stimulus easier. Everywhere else, recessions create fears of debt default or debt monetization … Continue reading

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Sector ETF Performance – November 23

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Global Risk Monitor – November 23

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Ten Good Weekend Reads

Here comes a $40 handle on crude! Why good forecasters become better people – FT  To make predictions, keep an open mind and understand what you don’t know Trump, Xi Signal Readiness for Trade Talks Ahead of G-20 Meeting – … Continue reading

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The Magic Economics of Gambling

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Happy Thanksgiving: Why I Am Thankful

I am most thankful for the human spirit of kindness, compassion, and empathy. This is our hope and where we need to invest most to accumulate true treasures, which cannot be destroyed, burned, or stolen. Hoarding toys and the relentless … Continue reading

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Deutsche Bank, Again

Whenever we see markets tanking as they have been for the past few days with the Dow down almost 1,000 points (3.7 percent) since Friday’s close, we think counterparty risk may be spooking traders and investors.   We suspect, and we … Continue reading

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