Tuesday, January 24, 2017

Forbes: Davos Just Jumped The Shark

By SIMON CONSTABLE

There are many symbols of how much the world changed over the past year. But for me, Davos stands out.

The annual meeting of the World Economic Forum in Davos now seems as dated as wearing a top hat and frock coat to the office. It has jumped the shark. That's primarily because its image in the public mind jars with a radically changed zeitgeist. Read more here.

U.S. News: There's an Investing Opportunity in India


By SIMON CONSTABLE

While Americans were going to the polls in November something big happened in India. It has presented an unexpected buying opportunity for nimble investors who don't mind taking on some additional risk.

Without warning on Nov. 8, India's Prime Minister Narendra Modi announced that the existing large denomination rupee bills would be scrapped. The idea was to help eradicate the endemic corruption that plagues the country.

Anyone holding such currency would need to swap the notes for new ones, and if they were exchanging more than a small amount of cash the owners of the currency would pay a tax to the government. Read more
 here.

Friday, January 20, 2017

Forbes: Why The Market May Go Ugh Under Trump

By SIMON CONSTABLE

Here's some bad news for inauguration day. If you are a stock market investor brace yourself for a fall in prices.

Sam Stovall of CFRA Research explains the ins and outs of the matter in this video.

Wednesday, January 18, 2017

Forbes Video: Why Small Biz Loves Trump

By SIMON CONSTABLE

Small business owners were a big part of the reason that Donald Trump won last year's election. They had their reasons. 

Joan Adams of Pierian Consulting explains the detail in this video.

Forbes Video: Is The Trump Admin. Doomed To A Recession? History Says Yes

By SIMON CONSTABLE

No President wants to see a recession on their watch. 

Unfortunately for President-elect Trump the risk of a recession goes with the territory. The first reason should be obvious. In a capitalist society there are business cycles that go down as well as up. The down periods are less long-lasting than the up periods, but still they happen, and it is a risk everyone who occupies the Oval Office takes on.
The second reason is that Republican presidents have a long history of seeing a recession within their first two years in office. 

Sam Stovall, chief investment strategist at CFRA Research explains the history and why an early recession might be avoided in this video.