Some Thoughts for the weekend
1.the very definition of a high
standard of living: diverse consumption, simplified production. Make one thing, use
lots.
Matt Ridley, "The Rational Optimist"
2.Don't go to hospitals unless you broke a leg!
For example, side effects from medications given in hospitals kill an estimated 106,000 Americans every year................Hospitals are dangerous places, and that's not counting the estimated 99,000 deaths each year due to hospital-acquired infections.
Michael Greger, MD
3.EM are in trouble because they are not driving Inovation and Technology
Historically, a strengthening US dollar has been bad news for emerging
markets; just think of the Asian crisis of 1997. And rising US long rates do
not exactly help; consider the taper tantrum of 2013. Put them together then,
and throw the prospect of greater trade protectionism into the mix, and the
current global environment should be absolutely toxic for emerging market
assets.
Joyce Poon, Gave kal
4.Fade the Inflation scare
Market-based measures of inflation expectations have
turned higher, as commodity prices have bottomed & additional fiscal
stimulus appears possible (with the U.S. leading the way). As we’ve noted
previously, with U.S. wages rising, but still restrained, there’s little chance
of runaway domestic inflation taking hold. But that does not preclude an
inflation scare. We would fade such a scare in the market.
Anthony, Strategas
5.Why there will be no inflation?
Volkswagen AG reached a landmark agreement with workers to cut as many as 30,000 jobs globally and save 3.7 billion euros ($3.9 billion) in expenses as the company tries to claw back from the emissions-cheating scandal and invest in electric vehicles.
Bloomberg
6.Soft skills are the way to go
“On
average, by 2020, more than a third of the desired core skill sets of most
occupations will be comprised of skills that are not yet considered crucial to
the job today, according to our respondents. Overall, social skills—such as
persuasion, emotional intelligence and teaching others—will be in higher demand
across industries than narrow technical skills, such as programming or
equipment operation and control. In essence, technical skills will need to be
supplemented with strong social and collaboration skills.”
World Economic Forum
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