Robert Wright and Simon Constable's book the WSJ Guide to the 50 Economic Indicators that Really Matter now is officially a best seller.
Monday, February 24, 2020
Friday, February 21, 2020
Barron's: Argentina Needs More Than Loans. Investors Should Stay Away for Now.
By SIMON CONSTABLE
Don’t let the prospect of an international debt bailout tempt you into buying Argentine stocks anytime soon.
The longer-term prospects for the economy are poor because of misguided policies and the systemic weakness of the country’s institutions. Those problems are unlikely to get fixed by the recent meeting with the International Monetary Fund, experts say.
“This is a no-go situation,” says Steve Hanke, professor of applied economics at Johns Hopkins University. He was also a formal and informal economic adviser to the Argentine government from the late 1980s to the mid-1990s. Read more here.
Don’t let the prospect of an international debt bailout tempt you into buying Argentine stocks anytime soon.
The longer-term prospects for the economy are poor because of misguided policies and the systemic weakness of the country’s institutions. Those problems are unlikely to get fixed by the recent meeting with the International Monetary Fund, experts say.
“This is a no-go situation,” says Steve Hanke, professor of applied economics at Johns Hopkins University. He was also a formal and informal economic adviser to the Argentine government from the late 1980s to the mid-1990s. Read more here.
Photo by Florencia Dalla Lasta on Unsplash
Wednesday, February 19, 2020
Korn Ferry: Has Productivity Flatlined in the UK?
By SIMON CONSTABLE
The world may think we are all long past the financial crisis of 2008. But new research suggests that in the United Kingdom, and perhaps elsewhere, the harm to the workforce has been much more lasting—and still needs correcting.
According to new data that only makes the timing of Brexit more worrisome, during the decade after the crisis, the UK’s economic efficiency fell to its worst level in 250 years. Productivity growth, or the annual increase in output per worker, fell to an average of less than 0.2% per year over the decade, compared to a normal trend line increase of between 1% and 3% a year, the research shows. More recent figures suggest little improvement last year. Read more here.
The world may think we are all long past the financial crisis of 2008. But new research suggests that in the United Kingdom, and perhaps elsewhere, the harm to the workforce has been much more lasting—and still needs correcting.
According to new data that only makes the timing of Brexit more worrisome, during the decade after the crisis, the UK’s economic efficiency fell to its worst level in 250 years. Productivity growth, or the annual increase in output per worker, fell to an average of less than 0.2% per year over the decade, compared to a normal trend line increase of between 1% and 3% a year, the research shows. More recent figures suggest little improvement last year. Read more here.
Monday, February 17, 2020
Barron's: Lloyds Stock Is a Post-Brexit ‘Pure U.K. Banking Play’
By SIMON CONSTABLE
Investors looking to bet on a Brexit-fueled jump in Britain’s economy should consider buying shares in United Kingdom-based financial powerhouse Lloyds Banking Group.
The stock is cheap and highly geared to the U.K. economy, and you’ll also get paid a hefty dividend while you wait. Read more here.
Investors looking to bet on a Brexit-fueled jump in Britain’s economy should consider buying shares in United Kingdom-based financial powerhouse Lloyds Banking Group.
The stock is cheap and highly geared to the U.K. economy, and you’ll also get paid a hefty dividend while you wait. Read more here.
Mtaylor848, CC BY-SA 4.0, via Wikimedia Commons
Tuesday, February 11, 2020
Forbes: The Skinny On The Ongoing Morningstar Ratings Squabble
By SIMON CONSTABLE
First, there were the claims of wrongdoing, then there were counterclaims, and after that, the rebuttal to the counterclaims. What's more, there's no end in sight.
It is a story of a continuing squabble over how mutual funds that hold bonds are classified. Read more here.
First, there were the claims of wrongdoing, then there were counterclaims, and after that, the rebuttal to the counterclaims. What's more, there's no end in sight.
It is a story of a continuing squabble over how mutual funds that hold bonds are classified. Read more here.
Monday, February 10, 2020
WSJ: Which Way to Buy Gold: The Metal or the Companies?
By SIMON CONSTABLE
After years stuck in the doldrums, gold is back in fashion. A common question from individual investors is, should they put their money into the precious metal itself or gold-mining stocks?
“It boils down to what you are trying to achieve” says Rohit Savant, vice president of research at New York commodities consulting firm CPM Group. Read more here.
After years stuck in the doldrums, gold is back in fashion. A common question from individual investors is, should they put their money into the precious metal itself or gold-mining stocks?
“It boils down to what you are trying to achieve” says Rohit Savant, vice president of research at New York commodities consulting firm CPM Group. Read more here.
Photo by Kotivalo,
CC BY-SA 3.0 <https://creativecommons.org/licenses/by-sa/3.0>,
via Wikimedia Commons
WSJ: Videogame ETFs Are in Growth Mode
By SIMON CONSTABLE
Exchange-traded-fund investors who want to bet on the fast-growing videogaming industry now have more ways to do it than ever before.
In recent years, fund firms have launched several new ETFs focused on videogames and esports, a form of competitive videogaming that spectators watch like a sporting event. Still, while all of the products are to capitalize on the same trend, they don’t mirror each other in terms of holdings or costs. Read more here.
Exchange-traded-fund investors who want to bet on the fast-growing videogaming industry now have more ways to do it than ever before.
In recent years, fund firms have launched several new ETFs focused on videogames and esports, a form of competitive videogaming that spectators watch like a sporting event. Still, while all of the products are to capitalize on the same trend, they don’t mirror each other in terms of holdings or costs. Read more here.
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