Japan’s Prime Minister Cements Power and Drives Japanese Stocks Higher On September 28, Japan’s main political opposition announced that it wouldn’t be fielding any candidates in the snap election that had been called by Prime Minister Abe. The Japanese stock market had been having an unexceptional year, lagging other global Read more
What Richard Thaler Has Taught Us About Economics… and Markets On October 9, this year’s economics Nobel winner was announced: Richard Thaler of the University of Chicago. Mostly, the advances made by economists who win the Nobel can seem a little abstruse, but Mr Thaler’s contribution is different. To understand Read more
Internet Marketing’s Growth Story Is Still Strong Last week we commented on some of the social and political pressure that has recently been building against the giants of U.S. internet tech: primarily Amazon [NASDAQ: AMZN], Facebook [NASDAQ: FB], and Alphabet [NASDAQ: GOOG]. Regulators are accusing them of using opaque financial Read more
Is E-Commerce an Employment Wrecking Ball? Nope: It Creates More, Better-Paying Jobs and Boosts Productivity After strong stock-market performance in the year to date, several big U.S. tech firms have begun to receive some negative attention from the public, as well as from regulators and politicians. Alphabet [NASDAQ: GOOG] and Read more
Why Emerging Markets Could More Than Double Before the Bull Is Over Back in April, we drew attention to the ongoing rally in emerging markets that began early in 2016, corrected sharply at the time of the U.S. election last November, and then took off again as fears of a Read more
Is Pure E-Commerce Really An Unstoppable Juggernaut? Why the Future May Be Different Than You Expect The narrative of the total and relentless dominance of e-commerce over brick-and-mortar retail is beginning to break down. Above, we wrote about the big Chinese tech firms, and how they’re leveraging consumer data to Read more
We’ve written several times this year on themes related to videogames — trends we believe show that the 2017 outperformance of many domestic and foreign videogame companies are not a flash in the pan, but the beginning of a period of secular growth. This week we’ll provide a brief summary Read more
Bitcoin’s wild gyrations have this year become even wilder, driven largely by an ongoing “civil war” within the commu-nity of coders and miners who make up the cryptocurrency’s ecosystem. So what’s the nature of this civil war, what are the stakes, and what might the consequences be? On Read more
Digital assets such as Bitcoin, Ether, and others have appreciated so much in 2017 that their interest and appeal are irresistible — not just to speculators, but increasingly to institutional investors. Anyone who has not participated in the rally is faced with a conundrum. At every step of the way, Read more
A Trade War With China? That’s Already Been Happening For Decades During last year’s U.S. presidential campaign, we began reading discus-sions about the possible effects of a trade war with China. Since the new administration took office, such dis-cussions have become ubiquitous. But even last year, we were left Read more
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