Monday, May 30, 2022

Saturday, May 28, 2022

Forbes: “Solid Growth Prospects Alongside A Very Robust Labor Market” DB Says

 By SIMON CONSTABLE

Time for some good news.

The outlook for Main Street and Wall Street looks good, at least according to a recent report from Deutsche Bank. Read more here.

Photo by Marc Rentschler on Unsplash

Forbes: Investors Pull $244 Billion From Mutual Funds As Market Slides: Report

 By SIMON CONSTABLE

If you buy into Warren Buffet’s famous maxim “ be greedy when others are fearful,” then now is the time to act. Read more here.

Photo by Blogging Guide on Unsplash

Forbes: 3 Reasons Elizabeth Warren’s Price Gouging War Doesn’t Make Sense

 By SIMON CONSTABLE

In fact, the whole effort is nonsensical, backwards, and self-defeating, least from an economics viewpoint. Read more here.

CC BY-SA 2.0, via Wikimedia Commons



Barron's: Lower Prices Are Brewing for Coffee. Thank the Weather Forecast.

By SIMON CONSTABLE

Relief is at hand for coffee lovers who have been blighted by soaring prices for the past year or so. For that, they can thank favorable weather in South America and lower-than-expected demand growth.

“In the absence of a weather event, prices are likely to trend down,” says Carlos Mera, the head of agricultural commodities market research at Rabobank in London. Read more here.

Saturday, May 21, 2022

Barron's: An Epic Wheat Rally Could Soon End. Here’s How to Play It.

By SIMON CONSTABLE

The scorching-hot wheat market looks set for a cool-down. A combination of drought, war, and a wheat export ban in India has sent prices for the grain sky high. But they might now be reaching the end of what has been an epic rally, experts say.

“The market is so overbought right now,” says Jim Roemer, agricultural expert and author of the Weather Wealth newsletter. “The market squeeze should begin to end in June or July.” Read more here.

Photo by David von Diemar on Unsplash


 

Tuesday, May 17, 2022

E.On: Why going green is fast becoming a necessity in the C-Suite

By SIMON CONSTABLE

The world changed in the autumn of 2021. It happened when many of the great and the good flocked to Glasgow for the COP26 climate summit. At those meetings, global political leaders and climate activists made pledges to do what was necessary to ensure environmentally sustainable economic growth. In other words, going ‘green’ had officially gone mainstream in a big way.

It wasn't just politicians and activists. Investors who had once evaluated companies solely on after-tax profits have also changed. Now they want the businesses in which they invest to adopt sustainable business practices as soon as possible. It's something that CEOs and other top leaders need to understand. Eventually, the matter will have a bearing on whether companies get corporate financing or whether they don't. Read more here.

Photo by Ulvi Safari on Unsplash

Thursday, May 12, 2022

Barron's: Soybean Prices Look Set to Decline. That Could Help Put a Dent in Food Costs

 By SIMON CONSTABLE

Tofu lovers should rejoice. Prices of soybeans, the key ingredient in tofu, look set to drop this year as supply increases and demand declines. Investors should also benefit from the move.

“We’re set up for potential record yields along with record acreage,” says Shawn Hackett, president of Hackett Financial Advisors. Read more here.


CBS Eye on the World with John Batchelor: #Ukraine: Big Oil innovation

By SIMON CONSTABLE

Listen here


Friday, May 6, 2022

WSJ: Financial Flashback -- Facebook Fumbles Market Launch

 By SIMON CONSTABLE



Exclusively in print.

Barron's: Two Stocks That Could Surge as European Union Moves to Shun Russian Oil

 By SIMON CONSTABLE

The bold move by the European Union to phase out its Russian oil and natural gas use will likely exacerbate the already low levels of inventories, boost oil and gas prices, and accelerate the move to renewable energy. Major energy companies that are on their way to making the transition away from fossil fuels look set to gain.

“I continue to believe that today’s energy companies will be the energy companies of the future,” says Peter Tchir, head of global macro at Academy Securities. “They will be the ones who drive the sustainable energy products.” Read more here.

Photo by Christian Lue on Unsplash



Tuesday, May 3, 2022

Korn Ferry: In the UK, a Battle over Suiting Up

By SIMON CONSTABLE

Returning office workers are challenging the country’s tradition of business attire. 

Read more here.

Photo by Benjamin Rascoe on Unsplash