April 23, 2014
Each quarter, we publish a discussion of some of the key elements that are facing markets. Looking at economic conditions on a global basis provides insight of what we may expect over the next 6-12 months.
Over the past few weeks we have been busy talking to industry experts, journalists and others about some of the more interesting market and economic conditions that are taking place. We have gone back and forth on discussing the trend and the outlook as government stimulus efforts in some regions are slowing while others are contemplating newfangled programs.
“Back in the day” it was much easier to assess the economic situation when only conventional methods were employed. Economic cycles would swing from peak to trough and we could depend on straight forward monetary policy adjustments during …..
April 20, 2014
The wealth effect is starting to show little benefit to spending. Looking at spending without the Wealth Effect benefits, we are seeing a rather bleak outlook for spending which makes up a rather large piece of the overall U.S. economic activity.
Tesla (TSLA) is starting to sell its all-electric cars in China – will there be a bounce for the shares that have been under pressure recently? Read more
April 13, 2014
The market swoon may not only be a simple technical breach. We look at the potential fallout from Michael Lewis’s book on HFT as well as the important earnings reports that will be hitting this week.
We also spend some time on figuring out whether or not Mr. Draghi is full of hot air and how markets will react to the barrage of headlines that will be coming out of Europe this week. Read more
April 6, 2014
We last spoke to our guest Satyajit Das in December and at that time we had a conversation about the emerging problems in the emerging nations. The USD was rising and what we should expect. Now we discuss the next areas of concern, the potential for QE in Europe and a few not so often discussed items that need our attention. Read more
March 30, 2014
In this episode we look at the warnings signs that the market is giving us. Some of the MOMO names are clearly being sold along with last year’s winners. The rotation is becoming more apparent and we go through how that may play out. Lots of good investment disciplines discussed in this episode. Read more