Sunday, August 12, 2018

Forbes: Don't Blame Trump for Turkey's Woes

By SIMON CONSTABLE
These past two days it would have been easy to get the impression that U.S. President Donald Trump is responsible for the currency crisis in Turkey.
Unfortunately, for Turkey, Trump is not the source of all their economic woes.
Overwhelmingly, the real problems are insane economic policies implemented under the rule of Turkish President Tayyip Erdogan. Read more here.

Saturday, August 11, 2018

Barron's: Time to Buy the British Pound?

By SIMON CONSTABLE

Paranoia over Brexit, the future of the British economy without Europe, has pummeled the British pound lately, taking it to levels not seen since last year.

However, the currency situation may not reflect the real strength in the British economy nor the historically uncanny ability of the European Union to reach eleventh-hour deals, and hat means there may be profits to be had for investors. Read more here.

MonkeyStolen234CC BY-SA 4.0, via Wikimedia Commons


Friday, August 10, 2018

Barron's: Gasoline Prices Expected to Level Off This Fall

By SIMON CONSTABLE

The end of the U.S.’s summer driving season will remove some of the upward pressure on gas prices, though they won’t stray too far from recent levels through the fall. Read more here.

Photo by Marek Studzinski on Unsplash

Monday, August 6, 2018

WSJ: What Are Catalysts?

By SIMON CONSTABLE

You may hear Wall Street analysts opining about “catalysts.” Usually, they are referring to events or revelations that could spark a significant movement in the price of a security.

Consider two recent reports: “Top Picks—25 Stocks with Catalysts,” from Swiss banking firm UBS , UBS 0.25% and “Market Moving Catalysts,” from the Bullseye Brief investment newsletter. What can you expect when reading such reports? Read more here.

Photo by Chris Liverani on Unsplash

WSJ: What's My Active Share?

By SIMON CONSTABLE

Investors recently gained access to more information about how their actively managed mutual funds are managed. Now they need to figure out how to use it. Read more here.

Photo by Robb Miller on Unsplash

Friday, August 3, 2018

Barron's: El Nino Modoki Could Jolt Coffee Market

By SIMON CONSTABLE

It’s time to drop a shot or two of espresso into your portfolio.
After years of sliding, coffee prices look set to jump due to a dry weather system that could stunt next year's crop. Read more here.

Wednesday, August 1, 2018

Korn Ferry: Responding to Europe's Record Heat Wave

The headlines tell it all: Europe's getting baked. July’s unprecedented wildfires in Sweden’s far north have forced town evacuations. Similarly, on the beaches near Athens, Greece, infernos have killed dozens. Britain, the land where rain rarely stops, is afflicted by drought. One utility has even instituted a hosepipe ban.
From the edge of the Arctic tundra down to the shores of the Mediterranean, extreme dry heat is threatening Europe with temperatures at or near the highest on record. The unusual spate of natural disasters has government responders and planners overloaded, but equally challenging are private sector's readiness, and the leadership required there as well. Read more here.