Why inflation is low and central banks are confused and what can be done about it.
Friday, 25 August 2017 | 11:08 am
For central banks the world over, inflation is too low, apparently. Continued efforts to reflate economies have led to some growth and employment but have not had much impact on inflation. As asset markets make new highs and valuations get more stretched, labour markets become tighter and growth stabilizes, central banks are at a loss
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Dumb Forecast For S&P500 Returns
Thursday, 24 August 2017 | 2:14 pm
Let us say that you have made 16% per annum for the past 2 years investing in the S&P500. As at this point, you have. What is the return you would have to make over the next 2 years so that your 4 year average return was equal to the long term potential return of
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US Debt Ceiling 2017. Mexican Stand-off Between Republicans Everywhere.
Thursday, 24 August 2017 | 11:13 am
The best thing investors can do about the US debt ceiling issue is to talk about it and do nothing. In 2011, a Democrat White House and a Republican Congress had a similar debate about the debt ceiling. The Obama administration argued that failure to raise the debt ceiling would result in a sovereign default
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It is always a difficult time to invest. Are equities and bonds overvalued?
Thursday, 17 August 2017 | 12:15 pm
It is always a difficult time to invest. When markets are turbulent and falling, investors will tell you it’s a difficult time to invest. When markets have been rising on low volatility for as long as the current market has, investors will tell you it’s a difficult time to invest. Why is it such a
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Singapore Property Has Bottomed. Will Rise. Beware The Rebound.
Tuesday, 15 August 2017 | 3:19 pm
The Singapore property market has been receding slowly since 2013. It has bottomed and will rise. There are a number of factors behind this. The Singapore economy is stabilizing and will accelerate from this year onwards. No economy slides for multiple years without recovery. The Singapore economy is an uncommonly trade oriented economy with imports
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