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Entries from February 2017

Growth At All Cost?

February 18th, 2017 · No Comments

The new government has announced a wave of deregulation. There is a simple reason for the increase in regulation, which is the increase in complexity of modern economies. Markets are rejoicing at the prospect of deregulation, which can indeed increase growth. But we should not lose sight of the fact that it can also entail […]

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Tags: Public Policy

Intel: Ready For The VR/AR Revolution?

February 18th, 2017 · No Comments

Many foresee a (near) future where VR/AR solutions will emerge as the next computing platform. Intel has a three pronged strategy to have a meaningful presence. We look how that is developing and are especially impressed with Intel’s original Project Alloy. Intel: Ready For The VR/AR Revolution?

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Tags: INTC

Trump Versus The Dollar, Round 2

February 18th, 2017 · No Comments

President Trump has argued that the dollar is too strong, and he does have a point. A strong dollar is bad for US exports and corporate earnings, but there are also other ramifications. The problem is, there doesn’t seem to be much he can do about it. Trump Versus The Dollar, Round 2

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Tags: currencies · Trump

Addressing The Right Problem, Blaming The Wrong Elite

February 8th, 2017 · No Comments

Some, like Ray Dalio, argue that the rise of populism has become the biggest threat to the markets. Many agree, populists very much included, that a rise in inequality and stagnating wages have been the main impetus for that rise. Where views differ is what has caused that and who have been the main beneficiaries. […]

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Tags: Corporate governance · Politics

Is Shareholder Capitalism Actually Good For Shareholders?

February 8th, 2017 · No Comments

Since the late 1970s, the concept that firms exist exclusively for creating shareholder value has gained track and it is now firmly anchored by a host of institutions. While it helped boost company profits, it hasn’t led to shared prosperity as there are some negative economic side effects. Most notably though is that the biggest […]

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Tags: Corporate governance

Could Investors Face A Death Spiral In Oil?

February 6th, 2017 · No Comments

The oil industry is rejoicing the OPEC agreement and the upcoming Trump liberation of US fossil fuels. However, there are strong undercurrents which are not particularly favorable for the industry. Not everybody in the oil world seems to be prepared for some of these changes. Could Investors Face A Death Spiral In Oil?

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Tags: Oil

The Reflation Trade Is Coming To An End

February 6th, 2017 · No Comments

Reflation efforts in the wake of the 2008 financial crisis have been successful in keeping economies from slumping into depression, apart from some eurozone countries. But these reflation efforts have been running into diminishing returns almost everywhere, and are now running on their last legs. The question is, can we make an orderly transition, or […]

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Tags: The Markets

Trump’s Energy Blitz

February 4th, 2017 · Comments Off on Trump’s Energy Blitz

The incoming Trump government looks set on making considerable changes in US energy policy. The main planks look to be substantial deregulation and a shift in emphasis towards fossil fuels. We look at the likely effects of these policy changes on energy markets. We’ll also highlight some little reported downsides. Trump’s Energy Blitz

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Tags: Oil · Public Policy

Criteo, The Little Known Online Advertising Engine Gem

February 4th, 2017 · Comments Off on Criteo, The Little Known Online Advertising Engine Gem

This company has built an impressive online advertisement engine which works differently than many others. It’s actually the leader in performance-based ads. Recent innovations and acquisitions offer good ways to leverage its already leading position. Despite impressive financial performance, its shares are still below the all-time highs set a year and a half ago. There […]

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Tags: CRTO