My Black Swan- the unintended consequences of Trumponomics
The Republicans and Trump seem to be gathering momentum to pass broad sweeping economic change. Here's the unintended consequences 1.Border adjustment tax- something will have to placate the budget…
Will France Sound the Death Knell for Social Democracy? - The New York Times
Le Pen promises that if she wins the presidential election, she, too, will call for a referendum on whether France should remain in the E.U., and she hopes a similar alliance of voters will yield the…
Pictures From Women’s Marches on Every Continent - The New York Times
Crowds in hundreds of cities around the world gathered Saturday in conjunction with the Women’s March on Washington. Source: Pictures From Women’s Marches on Every Continent - The New York Times
Euro Outlook for 2017 | Fortune.com
COMMENTARY euro Why 2017 Could See the Collapse of the Euro Joseph E. Stiglitz Updated: Dec 30, 2016 1:55 PM MST Europe has not been doing well. Just this year, GDP per capita for the Eurozone as a…
Boosted by Trump, Europe’s Antiestablishment Unites - WSJ
I can't imagine how this will end well. It took overwhelming intervention by the ECB in 2011 to prevent a market melt down over anxiety of European bank exposure to southern countries,…
Gold Can Shine in Uneasy World - Barron's
Gold is starting to regain its luster in the new year, reversing a long string of losses following the U.S. presidential election. The precious metal came under pressure after the election of Donald…
2017 Roundtable, Part 2: Manual for a Mixed-Up Market - Barron's
Gundlach: It yields 4.1%. If you combine PPT and BKLN, you’ll have a 5%-plus yield and little interest-rate risk. Your total return for the year could be as high as 7% or 7.5%. Next, like Felix, I…
When hedge fund managers and capital allocators get together
I recently attended a two day workshop in San Francisco. Here are Notes from Cap Intro West Art of Capital Raising David Kim from Apex partners is a sharp West Point Harvard B school graduate that…
Rising Interest Rates Are a Boon to Precious Metals
Source: Rising Interest Rates Are a Boon to Precious Metals
Bracing for a Cheaper, More Political Sundance | Vanity Fair
With an Al Gore opener and the inauguration falling its first weekend, this year’s Park City festival will be politically charged. But will execs and audiences buy it? Source: Bracing for a Cheaper,…