OPEC: The Most Unkindest Cut of All?
The planned production cuts from OPEC are not the ‘unkindest’ cuts of all. But they are worth a look because they may lead to an investment opportunity.
Trouble in Deutschland
Through the derivatives market, Deutsche Bank is connected all over the world. It simply can’t be their intention to artificially provoke the next crisis.
Quantitative Easing: How to Kill an Economy
Targeting inflation expectations with tough words, negative interest rates, and more quantitative easing (QE) caused people to lose confidence in central banks, not in cash. Lack of confidence does not encourage activity. It encourages fear.
The Disruptive Disaster Facing China
Automation, robotics, and 3D printing will obliterate China’s low-cost, state-subsidised manufacturing industry.
Thrift Must Be Punished In The War on Cash
That pause you hear in the war on cash? That’s your enemy reloading with the next volley. Swiss bank UBS has warned its private clients that it may cost them to hold cash with the bank. That is not a…
Technology Crash 2.0
Selling fewer phones, making lower profits…none of that is good. Not for Apple. Not for technology stocks. Not for growth stocks.
Bonds, Tech and a Brexit
Owning shares in fast-growing publicly traded stocks — real companies that create real value and have real sales — is going to be a much better strategy than making 8% on government bonds.
A Big Week for Central Banking
When debt grows faster than GDP, the net debt as a percentage of GDP gets larger. If only GDP were growing faster, then maybe the debt wouldn’t be such a drag.
Doha Oil Deal a Dud
If the Saudis and Russians make an oil deal and no one takes it seriously, does the crude oil price still fall? And if you’re in the forest, would you hear it?
Will Miners Cut Dividends?
BHP overpaid for shale gas assets in the US. That’s costing it now. And it may cost shareholders their dividends.