Will Italy’s Lost Decades End With A Bang?
Italy’s economy isn’t expected to return to its 2007 output level until the mid 2020s. While Italy would benefit from an Italian Margaret Thatcher, there are few good options left […]
If You Kick The Can Long Enough, It Becomes A Bomb
Greek debt is simply unsustainable, even the IMF says so. The only way to have a chance of defusing this time bomb is to exchange debt relief for the IMF […]
Is Intel Forfeiting Its Process Leadership?
Intel’s process lead is the most important variable that underpins almost everything at Intel. There are signs that Intel is slowly losing that advantage. While we think these concerns are […]
The Trump Administration’s Trade Philosophy Is A Threat To Stocks
Capitalism is creative destruction, international trade isn’t any different. Singling it out as the one cause of destruction doesn’t make sense. It is also factually incorrect, trade isn’t responsible for […]
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. […]
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 […]
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 […]
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 […]
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 […]
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 […]