If people don't save they will stop consuming
I have seen a graph with a big correlation between savings now and consumer tomorrow. if you don't save now you will save later!
i see disappointing GDP growth in the US
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I have seen a graph with a big correlation between savings now and consumer tomorrow. if you don't save now you will save later!
i see disappointing GDP growth in the US
Better own some shares in a Robot company
Higher CAPE ratios in the US may also reflect a stronger psychology of fear about the replacement of jobs by machines. The flip side of that fear, as I argued in the third edition of my book Irrational Exuberance, is a stronger desire to own capital in a free-market country with an association with computers.Robert J Shiller
I am completely on this page, i own some QQQ just because i know that automation might make me redundant so better
what i am also doing is to use as much technology as possible, a human with the help of tech is worth much more that a empty handed human.
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MACRON in LA LA Land
DAVOS, Switzerland (Reuters) - French President Emmanuel Macron called at the World Economic Forum (WEF) in Davos on Wednesday for a “global compact” to harness the negative effects of globalisation, warning against a race to the bottom on taxes and regulation.
I live in a world where i pay 50% personal taxes above 80,000 euros and everything is regulated. no wonder Europe is not growing since 2000.
Macron must be very worried if TRUMPONOMICS (less taxes and less regulation) works.
One thing i know. regulation and taxes don't work. Let's see if TRUMPONOMICS will work
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It looks the euro is cheap !
current account is a plus 266 b
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Oftentimes a technical phenomenon exists because everybody believes in it
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Why the really rich have money in Switzerland?
Smart Swiss, SNB , Swiss national Bank profited 55 b
in 2017! They started buying a portfolio of stocks & bonds in 2010.
Switzerland it’s not only a Private banking tradition they are really smart. If
you have a lot of money I would put some part there. They know!
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Last year China Crash is over!
We are in a bull market everywhere!
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Quotes of the Day
“You’re not going to push ahead when it’s someone else’s mission. It needs to be yours.”
― Peter H. Diamandis, Bold: How to Go Big, Create Wealth and Impact the World
― Peter H. Diamandis, Bold: How to Go Big, Create Wealth and Impact the World
“Technology is a resource-liberating
mechanism. It can make the once scarce the now abundant.”
― Peter H. Diamandis, Abundance: The Future is Better Than You Think
― Peter H. Diamandis, Abundance: The Future is Better Than You Think
(Bloomberg) --
Jeffrey Gundlach, the billionaire bond manager, says the S&P 500 Index
will end the year with a negative return and is dubious of the long-term value
of bitcoin.
“All recession indicators are flashing no recession, which means it’s
priced in,” Gundlach said Tuesday during his annual “Just Markets” webcast, in
which he gives his outlook for the coming year. “This is why I say S&P 500
down after a pretty decent run early in 2018.”
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Everything bubble ?
As the people who have followed my blog i don't care if it's a bubble or not.I think like George Soros but have a bit less money....
When I see a bubble forming I rush in to buy, adding fuel to the fire
George Soros
I took this excerpt below in Italic from the report of Quest Partners a very good Quant fund from NYC that i follow since 2004.
Equities: The S&P 500:
·
Had
a 'perfect year' - the first time in its history that it was up every single
month of the year.
·
Had
the longest ever stretch without a 3% correction (279 business days and
counting).
·
Had
the longest ever stretch without a 5% correction (373 business days and
counting).
Equity
Volatility:
·
The
VIX index fell to its lowest level in history at 9.1%.
·
Realized
volatility (1-year monthly) on the S&P 500 fell to its lowest level in
history at 3.9%.
·
18
of the 20 lowest ever readings of the VIX index were registered in 2017.
·
The
XIV 'Short VIX' ETF returned 187.6% for the year, its best return ever.
·
The
Sharpe ratio of short VIX and short EURVIX exceeded 5.0 and 10.0 respectively
on a rolling 12-month, monthly compounding basis.
Fixed
Income: The Merrill
Lynch ‘MOVE’ Interest Rate Volatility Index fell to its lowest level in
history.
Credit:
·
The
European High Yield credit spreads fell to their lowest levels in history
(below 2%!!).
·
The
US Investment Grade credit spreads fell to the lowest level since 2007.
Foreign
Exchange: Implied
and Realized volatilities in foreign exchange fell close to their lowest levels
reached in 2014 and 2007.
Commodities:
·
Implied
and realized volatility on Gold fell to its lowest level in history.
·
Implied
and Realized volatility on Crude Oil fell close to their lowest levels reached
in 2014.
Crypto-currencies,
Art, Watches etc.:
As traditional asset classes were not perceived to deliver enough risk,
investor attention turned to alternative investment vehicles:
·
The
size of the crypto-currency market ballooned to over $600 billion, an increase
of over 10x during the year.
·
Bitcoin
returned 1,403.2%; Ethereum returned 8,761.6%; and Litecoin returned 5492.3%.
Some other crypto-currencies did even better.
·
Not
to be left behind, hedge funds rushed into this new, fun asset class. More than
120 "cryptofunds" launched during the year for a total of at least
175 such funds managing over $3 billion, according to financial research firm,
Autonomous Next.
·
Leonardo
Da Vinci's "Salvatore Mundi" painting sold for $450 million, the
highest ever price for a painting. The same painting sold for $10,000 in 2005.
·
Paul
Neuman's 1968 Rolex Daytona sold for $17.75 million the highest ever price for
a watch. The watch originally cost $200.
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I have a new diet
I am trying something i have read1/2 of the plate veggies
1/4 Protein
1/4 grains
plus fruit / Almonds and Brazilian nuts
tea and less coffee
losing weight and being strong
start at 80 kg and a waist of 95 cm !
let's see what can i do
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Just do it!
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Francisco Carneiro
Lisbon Family Office
There is always a Bull market in the World
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