By SIMON CONSTABLE
Thursday, March 23, 2023
Thursday, March 16, 2023
#France: The tactical garbage strike in Paris and the strategic thinking pensioners vs. Macron. John Batchelor, Briefings Magazine.
Barron's: This Summer Could Be a Scorcher, Lifting Wheat Prices
By SIMON CONSTABLE
Expectations of an unusually hot and dry summer, combined with the impact of the war in Ukraine, will likely send wheat prices surging by around 20% from current levels as early as April, experts say.
“Drought will return and hurt spring wheat, not only in the U.S. but other places,” says Shawn Hackett, president of Hackett Financial Advisors, in Boca Raton. That, in turn, could lift prices. Read more here.
Tuesday, March 14, 2023
Briefings Magazine: The Hidden Benefits of Mass Disruptions
There’s no doubt about it. Consumer-tech companies such as Meta, Apple, Google, Netflix, and Amazon came of age over the last decade or so. Some grew from dorm rooms or garages into corporate behemoths at warp speed and hired experts by the boatload. Collectively they gained colossal publicity and political influence. Then came 2022, with plummeting stock prices. So began the hiring freezes and eye-popping layoffs.
Should we be concerned? Perhaps not. Tech’s always been a rough-and-tumble place, embracing an ongoing cycle of innovation, disruption, and destruction. Each cycle is similar, but each has its unique quirks. Read more here.
Monday, March 13, 2023
Thursday, March 9, 2023
#MrMarket: Affordable College in sophisticated Europe. @JohnBatchelor WSJ
Wednesday, March 8, 2023
Citywire: Things are changing fast for exchange-traded fund investors
By SIMON CONSTABLE
Since the launch of the first US ETF three decades ago, index-tracking funds have been the mainstay of the ETF world. And while active funds have been ‘stuck in neutral’ the past while, they are now on course to make a booming comeback, experts say.
‘For a long time, active funds were stuck in neutral,’ says Aniket Ullal, head of ETF data and analytics at New York-based research company CFRA. ‘[But] there is now a focus on active – and yes, it’s a long-term thing.’ Read more here.