Economics

August 07, 2014

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Market Summary  World Stock Markets The U.S., Europe, and Asia remain in bull markets, but the markets in the U.S. and Europe are in the middle of a mild stock market correction. Causes include the military actions by Russia in Ukraine,...
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July 17, 2014

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India — Modi’s Budget Is Growth-Oriented and As Expected The release last week of the first budget from India’s new administration was about what investors expected.  The Indian stock market had already run up substantially this year in anticipation of...
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July 10, 2014

Market Summary Economics, U.S. and Global U.S. employment numbers are positive for the last few months, and U.S. industrial production is increasing as we have predicted in these pages. The unemployment rate has fallen to 6.1 percent, and the U6 —...
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June 26, 2014

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Cash Influx Into Peripheral Europe Grows Again Foreign direct investment into the peripheral countries of the Eurozone was in retreat from 2007 on. Inflows are still low compared to pre-crisis levels, but there are signs that there is renewed appetite for...
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June 12, 2014

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Japanese Prime Minister Shinzo Abe Gets Support For Corporate Tax Cuts Japanese Prime Minister Shinzo Abe has struggled to maintain the momentum of the ambitious reforms he set in motion when his party came to power in December, 2012. Broadly, those...
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April 29, 2014

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India — Growth Ahead: a Plan for Inclusiveness Under the New Prime Minister A New Day: the Congress Party’s Ineffectual and Corrupt Leadership Is Out For At Least Five Years The new Indian Prime Minister, Narendra Modi of the Bharatiya Janata...
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February 27, 2014

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Two Key Themes That Are Not Widely Known —But Which Will Affect You and Your Life Substantially Key Theme #1: The Affordable Care Act (ACA) is going to change healthcare delivery in the U.S. in many ways… thus far, our research...
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February 13, 2014

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A Note on Solar Energy Economics We recently read a piece of analysis on solar power generation that we thought was worth passing on to our readers. Even though the naïve and unreasonable pursuit of renewables can put a whole economy...
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January 30, 2014

Investment Summary U.S. stock market earnings and growth prospects remain positive. The U.S. market is having a normal correction, and we will use this opportunity to spend some of the cash we have raised to buy stocks at a discount. The U.S....
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January 23, 2014

Investment Summary The four emerging trends mentioned above are all significant parts of understanding the investment picture for 2014 and for the remainder of the decade. Trend #1: With large banks curtailing commodity trading businesses, there should be less risk of...
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