Opinions, Page 4
Here’s What You Need to Know About the USMCA Agreement
While the USMCA brings to an end the coveted free trade agreement, as details of the USMCA emerge, a number of changes were made, while both Canada and Mexico are expected to continue to face aluminum and steel tariffs.Read More
Here’s Why You Should Follow the Italian/German Bond Yield Gap?
Italy’s 10-year bonds now yield 3.63%, just 1.02% below Greece. German 10-year yields are 0.54% despite almost doubling this year. How can this spread affect global equity markets?Read More
SP500 Index Changing Drastically
The S&P500 saw the biggest change since 1999. What might be the impacts of changes on investors? There are many of them, and in the long run, many of them are crucial.Read More
A Decade After the 2008 Financial Crisis: What has Changed? What has Remained the Same?
The 2007-08 financial crisis required changes and new regulations by legislators to prevent a similar scenario. A decade after the 2008 financial crisis – What has changed and what has remained the same?Read More
USD/CNY – Trump Era Wakes Up a Sleeping Giant
The Chinese Yuan has experienced the largest swings in its history over the last few years. This has mostly come about as a result of increasing trade tensions with the US.Read More
Can Donald Trump Be Impeached?
The outcome of the mid-term elections in November is crucial for the global economy and political stability. So, what are the chances he will be impeached, and what are the implications for financial markets if he is?Read More
Did Powell Put Stocks Back Inside A Bubble?
The July Fed minutes released last week showed that Fed officials indicated that valuations of stocks and other assets are “elevated” while corporate borrowing conditions are “easy.” If stocks were “elevated” at the beginning of August then what are they now? “More elevated?”Read More
What’s Next for Iran, the Iranian Rial and the Ayatollah?
The Iranian economy is in tatters, the Iranian Rial has collapsed to record lows against the U.S Dollar, most of the collapse coming through the summer over the planned roll-out of sanctions in August and inflation is sky high as once optimistic businesses face the prospects of another eternity inRead More
Global Funds in FAANGs Today, BANNGs Tomorrow?
The world is familiar with FANG (Facebook, Amazon, Netflix, and Google), then came FAANG, Facebook, Amazon, Apple, Netflix, and Google. But are you familiar with BANNG? We would like to introduce to the world a countercyclical group of stocks that could be the biggest winners if FAANGs lose.Read More
How Serious is the World’s Water Scarcity Crisis?
With the possible exception of air, water is the most valuable resource we currently have on our planet. Without water, sustaining human life—or any type of life on Earth—would become fundamentally impossible. Naturally, because water is something we simply cannot live without, making sure that the world’s water supply isRead More
Turkey and Erdogan under Pressure as the Turkish Economy Crumbles
Double-digit inflation, foreign currency debt, a surge in the cost of imports that Turkey depends upon for any goods that it delivers overseas and Erdogan’s unwillingness to allow the Turkish central bank to raise borrowing costs are a combination that paints a bleak picture and these are all before aRead More
Is a Strong Dollar Good for the US Economy?
The demand for the dollar provoked by fears of new US sanctions against a number of countries and expanding trade conflict with China. Those concerns pushed the American currency close to the upper edge of the trading range since April.Read More
Is There a Silver Lining for Argentina’s Economy?
At the turn of the 20th Century, many economists once believed that Argentina was in a position to eventually outperform the United States. However, Argentina’s economic history is one that has been marked by numerous incredible periods of growth followed by severe periods of economic recession. What will the futureRead More
Cryptocurrencies Criminal Activities – A Multi Billion Industry
Criminal activities tied to cryptocurrencies are on the rise. According to CipherTrace, a developer of forensic tools and services for blockchain, the amount of money laundering through illegal cryptocurrency trading activity could hit the $1.5 billion mark before the end of the year.Read More
The Trump – Putin Helsinki Show
Donald Trump and Vladimir Putin meeting in Helsinki was more of a show than a political event. Yet, there were a number of key takeaways that the two managed to achieve.Read More
Trump’s Trade War: The Good, The Bad, and the Ugly
A proper analysis of Trump’s trade war will undoubtedly require a nuanced examination of all possible future outcomes. This article will briefly examine the core components of these new trade policies as well as the best and worst case scenarios that may come as a result.Read More
Erdogan’s Biggest War is Inflation: The Turkish Lira in a Free Fall
Of all the factors plaguing the economy and the currency, inflation is the biggest problem. The economy is now in a self-perpetuating circle, with the weakening currency leading to higher inflation, and higher inflation further hurting the currency.Read More
UK Politics in Turmoil, What’s Next?
It’s been a very lively and busy few days in the UK. There are many scenarios and opinions flying about at the moment, but what do we make of the current situation? Let’s take a step back and look at the facts.Read More
Bitcoin (BTC) To Be Worth $100 Million Per Coin By 2030?
Hyperbitcoinization is a state in which bitcoin is expected to become the world’s dominant form of money. The fact that the digital currency is socially wired should work to its advantage when it comes to exponential adoption.Read More
Mexico – The Year of Political Shocks Rolls On
Mexico voted on Sunday and the polls going into Sunday’s vote were not wrong. The current vote count shows that a majority 53% voted for Obrador’s left-wing Monero. Can Obrador make a real change in Mexico?Read More