PPL Corporation Update
PPL Corporation is a utility holding company that delivers electricity and natural gas in the United States and the United Kingdom. Utilities are very important to an economy as we…
Stimulus Brings Stagnation: The Case of Japan
Efforts to stimulate growth end up hampering growth. The Austrian Theory of the Business Cycle (ATBC), pioneered by Ludwig von Mises, explains this seeming paradox. Government reduction of interest rates…
When Will Gold Recover its Shine? (GDXJ)
Gold. It seems everyone loves gold. Not a day that goes by that we do not see a bullish article on gold. It has been that way for as long…
$63 Trillion of World Debt
Governments love debt. Or maybe we should say, politicians, love debt. Politicians take on debt and put it on the backs of the population. This is the standard operating procedure.…
The Jeff Bezos Empire in One Giant Chart
Amazon is a monster of a company. It seems to grow at will and conquer different industries and segments within industries. Nothing puts fear in the hearts of a business like…
The Netflix Rerating (NFLX)
Netflix reported its 3rd quarter earnings last week and it is clear that investors did not know what to make of the situation. The company's share price ripped higher in…
How the Blockchain is Powering Our Future
While the blockchain is primarily associated with cryptocurrencies and the financial industry, the true potential of blockchain technology is much broader. Innovative startups are already finding ways to leverage blockchain…
The Week Ahead | 10/21/2019
Happy Monday. Good Luck out there this week. Global Spotlight The Brexit Saga Continues. Lawmakers in the United Kingdom’s House of Commons voted Oct. 19 to force Prime Minister Boris…
Predicting the Future of Media and Entertainment
Digital… Everything is going digital. There was a time when people would read. Now people prefer to watch a view or listen to a podcast. This means the media landscape…
Boeing… “Just What I Needed”
The late great rock band The Cars released a hit song in 1978 called "Just What I Needed." The song was written by one of its founders and lead singer…
Dollar Update: Has Something Changed?
We have been watching the dollar with particular interest as we think it has an important message to play in the performance of various asset classes around the world. We…
Treasury Bonds
It is safe to say that in our opinion, Long-Term Bonds be they Governments or Corporates are the most overvalued asset in the market place today. But what we find…