Category Archives: Main Page

Emerging market weakness spreading, not ‘contained’

The Chinese stock market entered a bear market this week (-20% since January) and the yuan is down 5.5% versus the greenback since February.  A burgeoning trade war with the US is adding pressure, but the story here is not … Continue reading →

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Good news for consumers and bad news for investors

Good news for consumers:  a tsunami of used cars coming off lease are continuing to put downward pressure on auto prices, which are on track to decline 20% this year alone. Record vehicle inventories, along with heavily indebted consumers, and … Continue reading →

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Out of sight out of mind has enabled plastic disaster

Being able to send trillions of tons of plastic waste out of sight, by shipping it to landfills in poorer countries, is an unsustainable disaster for our global environment.  Meanwhile companies producing the waste are extracting their profits free of … Continue reading →

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