In China, real estate investing has been a bit out of style lately (see chart). What is the latest hot investment? Stocks of course, as the Shanghai Composite makes new multi-year highs. In fact the index is up some 58% over the past 6 months – after being stagnant for years (see post from 2012)….
David Rosenberg, formerly of Merrill Lynch and currently of Gluskin Sheff, who famously flip-flopped from being a self-described permabear to uber-bull last summer for the one reason that has yet to manifest itself in any way, shape or form, namely declaring that wage inflation as imminent (it wasn’t, but perhaps Mr. Rosenberg was merely forecasting the trajectory of his own wages) and generally an…
Quantitative Forecast Academic studies have shown that the most reliable way to determine future price movements from past price movements, is by use of momentum. In the Forex market, a momentum study is best applied to the four major Forex currency pairs by simply checking whether the weekly close is above or below the weekly close 13 weeks…
The term Unicorn Club was coined by Aileen Lee in 2013 to mean software companies founded after 2003 that reached a valuation of over $1 billion as determined by public or private investments. At that time, she found 39 companies that fit the bill. If we use the same parameters for Japan, only two firms…
Photo Credit: Alon There is always a reason to worry, and always enough time to panic. Look over there, behind that bush: interest rates are rising. In Europe and China, deflation is threatening. The geopolitical situation is in many ways tense over Russia, and Middle East issues. Japan is a mess. Emerging markets…
Video length: 00:05:28
In October 2013, to be specific. That legalizing marijuana would be a total failure, to be more specific. That was 3 months BEFORE legal marijuana became law in Colorado, and 9 months before in Washington. And I based it strictly on market forces, just as Admin does for his many praiseworthy articles. As usual, I…
Geektime asked some of the world’s foremost futurists their tech predictions for 2015. You heard it here first. 1. Bitcoin was overrated, and won’t pan out in 2015 either. Photo Credit: Targaryen / Creative Commons Bitcoin slipped more than 70 percent in 2014. Sonny Singh, chief commercial officer at BitPay, has said the digitial asset…
So what’s in store for oil in 2015? With prices falling fast and hitting five-year lows in mid-December, commodities research teams at the world’s investment houses and banks are scrambling to revise their 2015 predictions for oil and the potential impact on global economies. And as wildly fluctuating as the price of oil has been,…
The investment climate is being shaped by four forces: 1. De-synchronized business cycle with the U.S. ahead of the pack 2. The prospects of sovereign bond purchases by the ECB, amid political uncertainty sparked by Geece’s snap election 3. The continued drop in energy prices is a stimuluative writ large but poses challenges…
