Category Archive: Finance, No picture
Housing Bubbles Are Universally Destructive
Ever since this column started in 2000, I have been writing that British house property is hopelessly overpriced. There is no question this has been spectacularly bad investment advice – Londoners who owned a home in 2000 have at least trebled their money since then, doubling it in real terms. Nevertheless, it is possible for […]
USD/JPY: November High On Radar As Bullish Momentum Gathers Pace
JAPANESE YEN TALKING POINTS The recent series of higher highs & lows keeps the near-term outlook for USD/JPY tilted to the topside, with the exchange rate at risk of making a run at the November 2017-high (114.74) especially as the bullish momentum appears to be gathering pace. USD/JPY: NOVEMBER HIGH ON RADAR AS BULLISH MOMENTUM […]
Permanent Gold Backwardation
Sometimes, one just needs to look in the right place. And often in those cases, it just takes a conversation to alert one where to look. We had a call with a Swiss company this week, to discuss gold financing for their business. They reminded us that there is a negative interest rate on Swiss […]
Stronger Drug Patents In New NAFTA To Cost U.S. Manufacturing Workers Jobs
The new trade agreement with Canada that the Trump administration announced yesterday has rules on drugs patents and related protections which are likely to cost the jobs of U.S. manufacturing workers. The deal includes a number of provisions that are explicitly designed to raise drug prices in Canada. These provisions include a requirement of a period of […]
McKinsey: Corporate Executives Increasingly Wary Of Global And Local Economy
The Sentiment is down for the 3rd straight quarter in McKinsey survey of businesses. Trump’s trade policies at heart of it. According to the McKinsey Economic Conditions Snapshot, September 2018, business sentiment is down for the third quarter. The global outlook is worsening at a faster pace than local conditions. As they regard economic conditions at […]
E A Review Of Three Stocks: MASI, UBNT, TREX
We go over three up and coming companies in today’s video. Masimo, a medical technology company, Ubiquiti Networks, a next-generation communications technology company and Trex Company, the nation’s largest manufacturer of non-wood decking. Video Length: 00:12:45
Sensex Ends 299 Points Higher; IT & Power Stocks Witness Buying
After opening their day in the green, Indian share markets continued their momentum and ended their session on a positive note. Gains were largely seen in the IT sector and power sector, while telecom stocks and energy stocks ended the day lower. At the closing bell, the BSE Sensex stood higher by 299 points (up 0.8%) and the NSE Nifty closed higher by 78 points (up 0.7%). The BSE […]
NAFTA 2.0
While the left in Congress used McCarthy like tactics to destroy a man and his family and ignore the right of privacy to an emotionally scarred women, the Trump Administration continues to make strides to improve the lives of the average American worker. In a major breakthrough, the U.S. and Canada agreed to rewrite NAFTA […]
October 2018 Stock Considerations
Here we go again. A new month is upon us which means one thing… time for me to outline my potential stock picks for October. I can hardly believe that we are now entering the final quarter of 2018 but here we are. Where does the time go? Whenever I reflect on how fast the […]
Forex Forecast And Cryptocurrencies Forecast For October 01 – 05, 2018
First, a review of last week’s events: EUR/USD. As expected, the last week had a lot of trouble for both the euro and the US dollar. The pair visited both the upper and lower boundaries of the medium-term side corridor 1.1525-1.1830 during the last five days. In the end, the victory was with the dollar. […]
