HEDGED.BIZ

A look at economics, markets, finance and the irrational human being

What To Expect In Markets And The Economy in 2019. Q&A With Burnham Banks.

  We began 2018 with expectations of synchronized expansion and then things slowed down almost everywhere. How do you see the economy progressing? Trade is an interesting area since the American President decided to turn a Cold War into a shooting one. Global trade, as a percentage of GDP, had peaked in 2008 and has
Read more
No Comments

Is It Time To Buy China? Worry About the US.

Markets were badly shaken again this week. The trading was interrupted by a US holiday as the nation paid its respects to the late President George HW Bush. The stock rally that was triggered by an apparent change of pace of the Fed, and a temporary ceasefire on the trade front at the G20 meeting,
Read more
No Comments

ESG: Externalities Unpriced

ESG is gaining awareness among investors. To date there are some 120 ESG ETFs with 11 billion USD of assets under management. SRI investing is expanding and currently totals 12 trillion USD in assets. Why might ESG investing be important and useful from an investment perspective, that is discounting the social, ecological and governance aspects
Read more
No Comments

10 Seconds Into The Future 2018 11

The consensus amongst investors is the following: The US is still a good place to invest because the economy is strong, inflation is under control, and policy is accommodative despite the Democrats winning the House and potentially stopping further shots of performance enhancing substances, the Fed is raising rates reassuringly and gradually, and finally, there
Read more
No Comments

What does Trump want? What motivates him?

Trump seeks glory and believes that it can be achieved by making America great again. He wants to do it his way. He found it unacceptable that a black man was President. He has never accepted the legitimacy of the Obama Presidency holding that Barack Obama was not born in America (he was, in Hawaii).
Read more
No Comments
TOP

DISCLAIMER / DISCLOSURE

The information, articles and content on www.hedged.biz are written by an industry professional who is currently in the investment industry working for a professional institution. By viewing or participating in discussion on this site, you understand that the opinions expressed here do not reflect the opinions or recommendations of such professional institution but is the author’s personal opinion.

 

The information in this site is believed to be reliable, however, no representation is made that it is complete or reliable. No reliance may be placed for any purpose on the information and opinions contained in this site and no representation, warranty or undertaking, express or implied, is given as to the accuracy or completeness of the information or opinions contained here.

 

Neither the information nor any opinion expressed constitutes a solicitation for the purchase or sale of any security or other instrument. Before investing, consider your investment objectives, risks, fees and expenses. Any purchase or sale activity in any securities instrument should be based upon your own analysis and conclusions. Past performance is not indicative of future results

Send this to friend