Draghi’s hint last month that the European Central Bank’s bond buying may not continue forever unleashed a storm of panic among perma-bears. However, the ECB’s balance sheet will almost certainly continue expanding until well into 2019, and interest rates will remain near zero for even longer.
Louis Gave: Look for Healthcare Stocks with Exposure to Emerging Markets
Legendary investor Louis Gave believes that healthcare stocks with US exposure are already tapped out. He thinks focusing on healthcare stocks with a solid footprint in emerging markets makes better long-term sense.
China Has a Lot of Problems; Revolution Isn’t One of Them
Since it was founded in 1949, China has achieved more than what most could have imagined, but it is still afflicted by problems. Will these problems lead to revolution? Not likely.
US In Unprecedented Political Crisis; Could It Lead To Civil War?
Will President Trump be “gently eased out” by Robert Mueller’s Russia investigation? The events of this week make it a realistic possibility. But Trump’s reality show is playing out against a backdrop of unprecedented political and social discord. Danger is in the air.
China in Africa: A Different Kind of Military Theater
Beijing’s establishing a military base in Djibouti is mostly just for show.
I’m Signed Up For The Tesla Model 3—But I Have No Intention Of Buying It
The launch of the Model 3 should be a moment of celebration for Tesla. It’s more likely to crystallize the company’s biggest problem: The competition is catching up.
The Best Contrarian Indicator a Crash Is Coming? Janet Yellen
The chair of the Federal Reserve Janet Yellen just declared she believes there won’t be another financial crisis in our lifetimes. Her predecessor, Ben Bernanke, said the same thing about the housing market – just prior to the housing crash of 2007-08. Does this mean a crash is coming?
A North Korean EMP Attack: The Dark Possibility
As the tension between North Korea and the US continues to grow, the possibility of war is rapidly evolving into a probability. Now some military experts worry that an attack via EMP (electromagnetic pulse) on the US mainland might be a feasible option for Pyongyang.