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Cory’s Chart Corner
Load MoreMany will focus the blame of market drawdowns on the tariffs and ignore the fact the SP500 (only a few weeks ago) was trading at 4 std devs above its historical mean…valuation also matters.
BREAKING: The European Union is preparing further counter measures against newly announced US tariffs of 20%, per CNBC.
Monthly Archives: December 2016
Gates: innovation makes clean energy cheaper than dirty energy
Worthwhile discussion here on the new energy innovation fund Gates has founded with some other billionaires. He hopes that Trump ‘the business guy’ will see the obvious financial opportunity in this booming sector, whether or not his new administration chooses … Continue reading
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Pensions collapsing: more to come
I have written many times about the reckless implosion of pension funds and the negligence of administrators, boards and financial managers and advisors to serve the best interests of the beneficiaries in controlling risk and maintaining realistic return expectations and … Continue reading
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An entirely new energy market
Good discussion here about rising supply and falling demand forces that are bigger than OPEC efforts to talk up oil prices in the short run. The biggest game changer today is technology advancement. Moore’s Law has changed the energy market … Continue reading
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