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

What To Expect From Markets Going Forward?

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Reading Time: 5 minutes In this article, we’ll assess the state of the stock market, explaining what has been happening in the past few months and why the market has been moving in that direction. When you know what is the catalyst behind equity markets moving higher, it gives you an inside track into…CONTINUE READING

Is Everything In A Bubble?

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Reading Time: 4 minutes There are always contentious debates among bulls and bears on various topics. As a fair-minded investor, you don’t want to put yourself on any ‘side’ of a debate because investing isn’t a team sport. The only person you hurt when you side with a group based on pre-conceived notions is…CONTINUE READING

Is This The Next Federal Reserve Chairman?

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Reading Time: 4 minutes In a previous article, we discussed the top two candidates which could be selected by Trump in February 2018 as the Federal Reserve chair. The weird thing about those two was they don’t seem to want the job. Yellen’s speech at Jackson Hole was in direct defiance of the President’s…CONTINUE READING

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