A decade on from the Great Financial Crisis and all is well. Multiple rounds of extraordinary monetary policy campaigns have boosted asset prices and stabilized economies across the world. Intermittent turbulence from Europe (2011), Greece (2014), and Brexit (2016) have failed to derail the recovery. The political landscape is changing as well with the rise

Sep 27, the Big Six presented a draft tax proposal representing President Trump’s tax plan. This is a long awaited piece of reform with high market impact. Trump Tax Plan: Proposed Tax Changes: Corporation Current Proposed Corporation Tax Rate 35.0% 20% Expense of Capital Investment Depreciated over time Immediately expensed Interest Expense Deductible Limited deductible

In the not so distant future, Symborg Inc is developing an AI personal assistant. It is branded IRA, Intelligent Representative Avatar. At first Symborg is unsuccessful in achieving a sufficient level of autonomous intelligence in its algorithms and seeks a new direction in research, to co-opt the information content of the general population of the

The Trade War continues. Since 2011, the Obama administration has been actively pursuing a program of reshoring. Obama’s Manufacturing-Centric State of the Union You’ll Never Hear Donald Trump’s agenda only seeks to bolster or exacerbate an existing trend. As global growth slows, every country seeks to become more self-sufficient and insular. Trading nations and those

The spread between Spanish and German bonds has widened from 0.93 to 1.22 in 6 weeks. While the spread between Italian, Spanish, Portuguese and even French bonds and German bunds has widened in the last 6 weeks, Spain’s reaction is the most substantial. A referendum on October 1 for Catalan secession is raising political risk