4 December 2018 Enjoy my 2019 Strategy Podcast. The broadcast complements and updates my September blog entitled "2019 Strategy: Turning (Even More) Defensive!" Also look at previous blogs on various country assessments and policy issues -- all found in the Archive of Recent Blogs.
Tag: dollar
USA and European Union: With Friends Like These…..
24 June 2018 Even in comparison with the recent deterioration in diplomatic norms, the breakdown of the recent Group of 7 meeting was breath-taking. The long-planned gathering, cut short by US President Trump's early departure for his hastily planned Singapore summit with North Korea, began with Donald Trump's advocacy to include Russia in future occasions. [...]
Q2 Global Strategy: Iran, Korea, China & Russia Hold the Key
4 April 2018 Enjoy the podcast in which I review how well our 2018 strategic themes are playing out, and take a look athe the rest of the year. Inflation, populism, and protectionism were the key Q1 market drivers, even as the US tax reform boosted American corporate earnings significantly. Personnel changes at the White [...]
US Tax Reform: Panacea or a Risk too Far?
2 December 2017 In a swanky Washington restaurant in 1974, economist Arthur Laffer presented Dick Cheney and Donald Rumsfeld (future VP and US Secretary of Defence) a doodle on the back of a napkin. What appeared was a diagram of the now infamous “Laffer Curve”. The graph depicts the relationship between tax rates and tax [...]