November 23, 2017

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Planning Your Portfolio

planning your portfolio

Planning Your Portfolio – All successful investors use heuristics to shape their strategic decisions, but it’s wrong to assume they are always correct. [Read more…]

Gold Starts to Recover Its Traditional Role

gold trade master

Gold is making a comeback as money, despite a century of near-universal negativism about its future as a key element in global finance. [Read more…]

Why Lower Equity Returns Look Likely

Equity Returns
Equity Returns – Optimistic arguments about longer-term profits to be made in US shares are “deeply flawed” as they’re based on double-counting and circular reasoning, Brett Arends argues on Marketwatch. [Read more…]

Banking: Crisis by Design

banking home

Banking – After the devastating Sub-Prime Crisis, which has cost the world trillions of dollars’ worth of lost economic growth, destroyed millions of jobs and businesses, and burdened taxpayers with huge state debts that continue to mount, you would expect implementation of radical reforms to prevent such a crisis from happening again. [Read more…]

Shale Gas: a High-Cost Resource

shale gas

Shale Gas – Despite much talk about how it’s going to revolutionize global supplies, investors in the shares have seen them perform poorly for years, major companies in the sector such as Shell and BHP Billiton have been taking some big write-downs and the much-predicted improvement in natural gas prices fails to arrive. [Read more…]

Share and Bond Markets

us.equity

Earnings – the lack of them – remain the biggest threat to American equities, whose recent strong growth has been driven by optimism and buy-backs rather than underlying profits, while the latter have come from cost-cutting, not growth in sales. [Read more…]

Strong Euro, Weak Dollar

euro notes

One of the more difficult decisions facing investors is what is going to happen to the euro. [Read more…]

Promising Themes to Invest In

Investors

Equity investors should ignore the “incessant din” of current news and focus on long-term secular trends, advises Morgan Stanley Wealth Management strategist Dan Skelly. [Read more…]

Goldilocks continues to rule

credit - goldilocks environment

Goldilocks continues to rule in investment markets

A Goldilocks environment is one where there are no extremes – economic growth is positive but moderate, inflation is low, exchange rates fluctuate within a comfortable range, central banks pursue market-friendly money-creation and interest-rate policies. Conditions are neither too “hot” nor too “cold.” [Read more…]

Economic strategies distorted by political priorities

John Maynard Keynes

Both sides of this debate support the need for structural reforms, but Keynesians argue that austerity makes them more difficult to achieve. For instance, if you wish to liberalize the labour market, the initial consequence is likely to be higher unemployment. You need to cushion that through state benefits until the delayed greater efficiency produced by reforms comes through. [Read more…]