With the first quarter earnings´season almost over, we can say that the risk of an imminent earnings recession is far greater than what is discounted by an optimistic market. Continue reading Earnings recession ahead?
The Mistakes of Using GDP As Main Economic Driver. World Economics Episode 5
In this fifth episode of my video-blog, we discuss the mistake of believing GDP as the key driver of economic growth, as it is not difficult to inflate via debt. Continue reading The Mistakes of Using GDP As Main Economic Driver. World Economics Episode 5
Trade War. An Excuse To Sell?
We have been alerting for months about the excessively optimistic expectations on the possible trade agreement between China and the US.
Trade War? No. Negotiation
Read my thread (above).
Trade War? No, negotiation.