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Germany Is The New China

February 25th, 2017 · Comments Off on Germany Is The New China

  • Trump’s trade adviser Peter Navarro complains about an unfair competitive advantage for Germany.
  • He has a point, and this has much to do with the internal workings of the eurozone.
  • There are signs some of it might be unwinding, and the ECB might be forced to remove stimulus, which will boost the euro.
  • We think it’s going to last quite a bit longer, but there are risks of serious clashes within the ECB.

Germany Is The New China

Comments Off on Germany Is The New ChinaTags: currencies · Germany

How To Profit From The Low VIX

February 25th, 2017 · Comments Off on How To Profit From The Low VIX

  • The VIX is very close to an all-time low.
  • This is somewhat odd, as we have what can only be described as a high-volatility new President.
  • As the VIX is a mean-returning variable, we think the VIX will cave in first and we show you some ways to position for that.

How To Profit From The Low VIX

Comments Off on How To Profit From The Low VIXTags: vix

Growth At All Cost?

February 18th, 2017 · Comments Off on Growth At All Cost?

  • 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 unwanted side-effects which regulations often try to minimize.
  • The regulatory process is a bigger candidate for cleaning up than regulations as such as we need a pro-market policies, not pro-business policies.

Growth At All Cost?

Comments Off on Growth At All Cost?Tags: Public Policy

Intel: Ready For The VR/AR Revolution?

February 18th, 2017 · Comments Off on Intel: Ready For The VR/AR Revolution?

  • 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?

Comments Off on Intel: Ready For The VR/AR Revolution?Tags: INTC

Trump Versus The Dollar, Round 2

February 18th, 2017 · Comments Off on Trump Versus The Dollar, Round 2

  • 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

Comments Off on Trump Versus The Dollar, Round 2Tags: currencies · Trump

Addressing The Right Problem, Blaming The Wrong Elite

February 8th, 2017 · Comments Off on Addressing The Right Problem, Blaming The Wrong Elite

  • 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.

Addressing The Right Problem, Blaming The Wrong Elite

Comments Off on Addressing The Right Problem, Blaming The Wrong EliteTags: Corporate governance · Politics

Is Shareholder Capitalism Actually Good For Shareholders?

February 8th, 2017 · Comments Off on Is Shareholder Capitalism Actually Good For Shareholders?

  • 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 gains have gone to executives which shareholder capitalism were supposed to discipline.

Is Shareholder Capitalism Actually Good For Shareholders? | Seeking Alpha

Comments Off on Is Shareholder Capitalism Actually Good For Shareholders?Tags: Corporate governance

Could Investors Face A Death Spiral In Oil?

February 6th, 2017 · Comments Off on Could Investors Face A Death Spiral In Oil?

  • 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?

Comments Off on Could Investors Face A Death Spiral In Oil?Tags: Oil

The Reflation Trade Is Coming To An End

February 6th, 2017 · Comments Off on The Reflation Trade Is Coming To An End

  • 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 will it be a disorderly one?

The Reflation Trade Is Coming To An End

Comments Off on The Reflation Trade Is Coming To An EndTags: 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

Comments Off on Trump’s Energy BlitzTags: Oil · Public Policy