What A Money Mess!
In the past month, we have had two currency disasters in two different countries. Both were arguably aimed at preventing contraband “mafias” and black money hoarders who have evaded paying tax for years. But the end result has been an absolute disaster that could have...
Will ObamaCare Be Repealed?
Now that most of nation has gone through the five stages of grief following Trump’s victory, its time to switch our focus to the first item that is likely on his list come January 2017. The odds are that repealing ObamaCare would be high on the list. Mitch McConnell,...
Can the Market Rally Continue?
The only thing as surprising as Trump’s victory is the stock market rally that has followed. Most predicted a plunge in the stock indices if he were to win, but instead we are witnessing all time highs being chalked up in the market almost every day. While much of the...
Dense Fog of Uncertainty
Since Trump got elected as the next president last week, everyone has been trying to figure out - how did this happen? Some have blamed Hillary, others point to the working class white voters, still others lament that there not enough turnout of minorities, FBI's ill...
Will America Ever Be the Same Again?
If you feel you have entered the twilight zone when you woke up on Wednesday this week, you are not alone. In the mid-1600s, a physicist named Blaise Pascal coined the term – Pascal’s Wager, a game theory concept, in which he proposed that given the choice between...
Can Trump Trip The Markets?
The idea of a possible Trump presidency has rocked the markets this week. What started a late night fodder for the comedians year ago when he first put forth his nomination is now on the verge of turning into a massive nightmare for investors. Given his extreme views,...
Showing Your FANGs
Last week, we discussed the prospects of Netflix and Amazon among others. Netflix and Amazon are just two of the group of four companies known as the FANG - Facebook, Amazon, Netflix and Google. In this report, we will take a look at Facebook and Google. Google has...
Have you cut the cord yet?
Disruption in TV viewing began with the VCR whereby consumers did not have to watch TV live and could record the programs for later viewing. Since then, we have come a long way to possibly the next major disruption - one does not need cable or satellite subscription...
Bigger Cracks Forming in the Chinese Economy
When Brexit happened earlier this year, most pundits brushed it aside by stating that the impact would be minimal. Certainly, the impact on US economy will likely be minimal but we are now witnessing the real impact Brexit could have on global growth. China, earlier...