Sweden Retreats from Negative Interest Rate Experiment
Sweden throws in the towel on its negative interest rate policy as inflation stays stubbornly low.
Read more...Category Archives: Investment outlook
Private Equity’s Uninvested “Dry Powder” and Falling Returns Reflect a Bigger Problem: The End of a Long Term Disinflationary Tail Wind
The press is finally becoming skeptical of private equity’s claims that it generates superior returns, demonstrated by a Monday Wall Street Journal story, Private-Equity Cash Piles Up as Takeover Targets Get Pricier1 and a Bloomberg article yesterday, ‘Peak’ Private-Equity Fears Are Spreading Across Pension World. This follows a Mark Hulbert piece in MarketWatch, whose title […]
Read more...‘Maybe Rich People Can See the Writing on the Wall’: CEOs Stepping Down at Levels Not Seen Since 2008
CEOs are cashing out….an early warning?
Read more...Uber Loses Another $1.2 Billion, Stock Dives Again
Uber manages to bleed even more cash.
Read more...Why Did Isaac Newton Lose His Shirt in Financial Speculation? Author Alex Pollock Explains.
Trying to predict the financial future is a fool’s errand, even for a genius.
Read more...Herd Behaviour in Asset Markets: The Role of Monetary Policy
Data supports the idea that lax monetary policy contributes to bubbles. Yes, Virginia, some regard that claim as controversial.
Read more...Long Term Real Interest Rates Fell Below Zero in all Euro Area Countries
Is praise of negative real interest rates in Europe making a virtue out of (mis)perceived necessity?
Read more...The Fed Thinks the US Economy Is Fine. Do You?
Seeking reader input on the health of their economy.
Read more...Amid Recession Warnings, Trump Reportedly Considering More Tax Cuts for Rich and Corporations
Trump proposes yet more tax breaks, which would do more for the stock market than for the real economy.
Read more...What Plunging Global Semiconductor Sales Says About Autos, IT & How the Economy Reacts to Uncertainties
Should you worry about the biggest fall in semiconductor sales since the Financial Crisis?
Read more...Softening Real Estate Markets in Prime West Coast Cities: Does China Trump IPOs?
Looking at undercurrents in West Coast economies and what they might portend for the US.
Read more...Martin Wolf v. Trumponomics Whiffs Due to Fealty to Orthodoxy
The Financial Times’ Martin Wolf has a go at Donald Trump, but manages to score an own goal as far as his profession is concerned.
Read more...The Inverted Yield Curve
Should we trust the recession warning the yield curve is sending?
Read more...Hubert Horan: Can Uber Ever Deliver? Part Twenty: Will the “Train Wreck” Uber/Lyft IPOs Finally Change the Public Narrative About Ridesharing?
A post-mortem of the Uber and Lyft IPOs.
Read more...“Code Red” at Tesla as Carmaggedon Sinks Tesla Bonds, Carmaker May Need Another $1-2 Billion Before Year End
Tesla is floundering and even stalwarts are losing hope.
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