Monthly Archives: October, 2017

Are Declining Stock Buybacks Signaling Economic Growth?

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Reading Time: 4 minutes There are mischaracterizations of the stock market which can confuse investors and push them in the wrong direction. The problem with social media and people selling investing subscription services is that misinformation can spread quickly and there’s no consequences for being wrong. In fact, sometimes being wrong is more profitable…CONTINUE READING

Is Quantitative Tightening The End Of The Euro?

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Reading Time: 4 minutes “Within our mandate, the ECB is ready to do whatever it takes to preserve the euro. And believe me, it will be enough.” – Mario Draghi These were the famous words spoken by the president of the European central bank in 2012 during a period where uncertainty and high volatility…CONTINUE READING

Twitter Conversations With Top Investors

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Reading Time: 4 minutes In this article, we will provide clarity to our discussion with two of the top financial minds on Twitter: Michael Lebowitz, the founder of 720 Global, and Dale Wettlaufer, the CEO and CIO of Charlotte Lane Capital. Keep in mind, the goal of discussions on Twitter with some of the…CONTINUE READING

Demographics Imply Interest Rates Rising

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Reading Time: 4 minutes Looking at the global economy in terms of demographics tells us a lot more than meets the eye if you know what to look for. The obvious narratives are that the emerging markets have young populations which are growing quickly (excluding China). This along with the inclusion of free markets…CONTINUE READING

Every China Bear Should Read This

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Reading Time: 4 minutes China Has A Lot Of Debt You’ve probably heard the basic argument that China has too much debt which will cause its economy to inevitably collapse. The JP Morgan chart below shows the debt growth in action. China is nearing a debt to GDP ratio of 300%. While that seems…CONTINUE READING

Is The Consumer Credit Cycle Turning?

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Reading Time: 4 minutes Before we get into the details of this article which will be on the consumer credit market, it’s important to review the valuation of the stock market because the more expensive it gets, the riskier it becomes. If default rates were rising and the stock market was cheap based on…CONTINUE READING

How To Nationalize Economies Without Voting

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Reading Time: 5 minutes In this article, we are going to review the policy stances of the major global central banks along with the trends which can help you predict their future actions. How much impact you think central banks have on the market determines how much weighting you give monetary policy when making…CONTINUE READING

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