New Year: Factors Shaping Up Markets
During 2018, almost all major asset classes experienced declines. As previously commented, many sectors have dropped more than 20% since last September and while safe havens have made some gains during the last quarter, they still have not experienced yet the gains...Ideas and Ideology and the Disruption of the Disruptors: A Conversation Among Walter Bagehot, Abd al-Jabbar ibn Ahmad, Arthur Schlesinger, Hannah Arendt, Alexander Solzhenitsyn, and Friedrich Hegel
I boarded my usual end-of-year flight yesterday at Boston’s Logan airport. The ticket by itself was unconventional. It simply stated: “Destination at the pilot’s discretion.” That by itself was intriguing. The pilot was determined to disrupt the normalcy of flying....Reflections on the Latest Market Swings: Signals for 2019
As noted in two previous commentaries (Assessing the Prospects of 2019: Part II and Headwinds vs. Tailwinds: An Initial Assessment of Undercurrent Trends Affecting the Market Outlook for 2019) we are cautiously optimistic that 2019 will be a better year for the...Assessing the Prospects of 2019: Part II
Following our initial assessment of next year’s prospects, we discuss below some reasons that make us believe next year may be better than 2018. It seems that until this past summer, market sell-offs were followed by buying tactics (buying the dip). Recently the...From Black Friday to Good Friday and Back: Economic Indicators, Trading Opportunities, and the Shakeup of Expectations
Economic indicators such as the Purchasing Managers Index (PMI), Consumer Confidence Index, and the price of oil could be thought as signals of future economic activity. Last year the Eurozone experienced a revival of growth that lifted up expectations and resembled...Sign Up for Our Publications
