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

I Don’t Want To Know. What If Investors Had No Memory Of Market Prices.

An investor is faced with two sets of information. The first regards the commercial performance of companies thus earnings and cash flow, returns on equity etc, and the second is price information, which tells them what other investors are making of this information. What would the world look like, what would financial markets look like,
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European ReUnion

There is an opportunity for Europe to lead as a template for a better balance between individual and collective interests. Tax union. Creation of an EU tax authority which will set the Unified Tax Code. Member countries will have representation in the EU tax authority which will set a Tax Benchmark. Member countries which have
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Ten Seconds Into The Future. Investment Outlook 2017

US Fiscal Policy The impact of fiscal policy on the US economy itself has unpredictable elements. The current outlook is that the fiscal plan will create more disposable income and allow more consumption and investment and that this is inflationary and pro-growth. However, there are redistributive properties to the fiscal plan that are likely to
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What Will Corporate America Do With All That Cash? Share Buybacks? No. Bond Buybacks.

Last Tuesday, the FT asked the question “Where will corporate America’s overseas cash pile go?” Excellent question. Until Trump proposed a repatriation tax and lower overseas corporate taxes, the share buyback binge which has propelled the US equity market for the past 7 years was set to peak. Goldman Sachs estimates that the tax holiday will
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If Trump Had Won And Then… How Markets Might Have Reacted

If in the immediate aftermath of Donald Trump winning the US election, equities had crashed, credit spreads had widened, bonds had sold off, the dollar was strong yet gold had surged. And held on to these trends for more than a day. What would the present look like? The only resemblance to the above scenario
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