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Spain Embraces The Ridesharing Economy

Spain Embraces The Ridesharing Economy

Economic theory tells us that barriers to entry in a particular sector tend to push prices up. In addition to increased costs, these restrictions also reduce the quality of the goods or services provided by incumbent companies and slow down the emergence of disruptive innovations. Spain’s Taxi Problem Spain’s taxi industry has traditionally been heavily regulated […]
Central Bank Week Approaches As Fault Lines In DXY Trend Develop

Central Bank Week Approaches As Fault Lines In DXY Trend Develop

The final four months of the year tend to provide the majority of volatility for trader’s annual calendar. This year could be no different as developing themes both geopolitical and market-based are expected to clarify themselves in the coming weeks and months, which leads to the repricing of previously mispriced assets and brings trading opportunities for those […]
European Equity Bulls Need To Be Selective

European Equity Bulls Need To Be Selective

Written by Tawhid Ali, Andrew Birse – Alliance Bernstein Solid economic growth and receding political risk continue to support sentiment towards European equities, despite the recent market pullback. As market conditions shift, a selective focus on companies with underestimated profitability is essential for investment success. European equities have given back some gains but are still up 5.0% […]
3 Risks That Could Burn You In Marijuana Stocks

3 Risks That Could Burn You In Marijuana Stocks

Marijuana stocks have been some of the best performers over the last few years. With rapidly easing social attitudes toward marijuana and a steady rate of legalization and decriminalization, marijuana looks set to be a major health and consumer product in the coming years. However, the future of marijuana stocks has a few storm clouds […]
Thoughts On Trade, Growth And Inequality From “Fostering A Dynamic Global Economy”

Thoughts On Trade, Growth And Inequality From “Fostering A Dynamic Global Economy”

The Kansas City Fed’s Jackson Hole symposium this year focused on the causes, implications and remedies for the slowdown in economic growth. Major themes revolved around productivity, fiscal policy, and international trade. Here I discuss some of the major points relating to international trade and inequality, encompassing a paper by Nina Pavcnik (Dartmouth), comments by David Dorn […]
Dividend Income Update August 2017

Dividend Income Update August 2017

Each month I will publish my dividend income. I will mainly do this for staying self motivated and to give you the readers the chance to follow my journey from the beginning on. The dividend income in the first couple of years will be on a very low level but investing in dividend stocks is […]
10 Great Dividend Stocks To Own Now If The Rally Ends

10 Great Dividend Stocks To Own Now If The Rally Ends

The S&P 500 is up 10% so far this year, and has nearly quadrupled off its 2009 low. The stock market keeps racing to record highs. After such a prolonged rally, the valuation multiple of the stock market has expanded significantly since the Great Recession. For example, the S&P 500 Index traded for an average price-to-earnings ratio […]
EM’s Best Run Since 2004 Continues As Jobs Number Greenlights ‘Carry’ On

EM’s Best Run Since 2004 Continues As Jobs Number Greenlights ‘Carry’ On

So on Thursday, we noted the following about investors’ undying love for emerging market equities in an environment where the assumed slow pace of Fed tightening supersedes all other relevant factors: Emerging market stocks have now risen for eight months in a row. As far as the ETFs go (i.e. as far as how most people […]
The Gold Bull Market Is Back

The Gold Bull Market Is Back

The gold price is a complicated beast. It’s like a seesaw, with gold sitting on one seat. But instead of one seat across from it, there are several, because each country has its own currency. Those currencies go up and down with regard to each other. Years ago, a brilliant analyst found that you couldn’t […]
Poor Jobs Data Pressures Dollar, Unsourced ECB Comment Brings It Back

Poor Jobs Data Pressures Dollar, Unsourced ECB Comment Brings It Back

Little good can be said about the August jobs report. The 156k growth in jobs disappointed and is well below the recent averages. The back two months were revised lower for a total of 41k jobs. The unemployment rate ticked up to 4.4% even though the participation rates were unchanged at 62.9%.  As if that was […]