News

Links on Facebook, Cloudflare, trade and much more

First, the recent post-Facebook scandal market volatility has seen Amazon, Apple, Netflix and Google follow Facebook down. Second, Donald Trump is acting more boldly and more aggressively now on his economic agenda, on trade and on foreign…

Lots of links on Facebook. Also see notes on Tesla and GE.

As Trade War Heats Up, Biggest Currency Whales Make Their Move - Great article. Central banks are starting to diversify away from the US dollar. Many Wall Street strategists now see the euro as a viable alternative. My view: this shift…

Links on the Chinese reaction to tariffs, economic problems in Italy, the dangers of monetary offset for shares, and the importance of voter turnout for the midterm US elections.

Just following up on yesterday’s post, I want to go into further detail regarding two situations in Europe and pivot to a Canadian-centric look at North America. ALl of these threads won’t tie together but I will see what I can do to bring…

No story is really dominating headlines today. So I thought it would be a good time to look around at a number of different topics I have written on in the past. Of course, Greece is still the biggest issue but it is optimism today instead…

This post will be a brief revisiting of three recent topics - Greece, oil capex, and Anglo-Saxon bond yields - due to recent news. The recent news reinforces my position regarding the potential for a deal in Greece. On capex reduction, the…

Two topics are dominating the news of late: the decline in energy prices and the upheaval in Greek sovereign debt due to the upcoming general election. On the first issue, I have been generally positive about the economic impact because…

I am going to concentrate on the news flow today and what it tells us about where this financial crisis is headed. Given the last mini-crisis we had in emerging markets was overcome relatively quickly, the present crisis doesn’t have to…