Strategy
|
May 11, 2015
MidLincoln Emerging Markets Chart Art
Mining for Emerging Markets Ideas
China huge private debt problem is offest by relatively small public debt
| In June Saudi stock market is set to open up for QIBs with 5bn$ AUM. Tadawul Index is remarkably flat this year however.
| This chart (from BCA Research) shows that in the current cycle the conditions for the FED rate rise is far below of what they were in the previous cycles.
| China debt should react positively on the news of debt market liberalisation
| Big decoupling in recent weeks between US equity flows and prices correction risks will grow in absence of fresh inflows in coming weeks
| Apple is behind Samsung once again (Source: Strategy Analytics).. But financially Apple does much better
| During the Depression, the Dow hit its low, 41, on July 8, 1932. Economic conditions, though, kept deteriorating until Franklin D. Roosevelt took office in March 1933. By that time, the market had already advanced 30 percent. Or think back to the early days of World War II, when things were going badly for the United States in Europe and the Pacific. The market hit bottom in April 1942, well before Allied fortunes turned. Again, in the early 1980s, the time to buy stocks was when inflation raged and the economy was in the tank. In short, bad news is an investor's best friend. It lets you buy a slice of America's future at a marked-down price.
"okay"
| Current bear market in silver is almost the longest. Silver jumped 3% yesterday.
| German President Joachim Gauck for the first time Thursday called the World War I massacre of 1.5 million Armenians a genocide and said Germany bears some of the responsibility.
Gauck said at a service in the Berlin Cathedral that as a wartime ally of the Ottoman Empire, German soldiers took part in planning and implementing deportations of Armenians.
"Women, men, children, and the elderly were indiscriminately sent on death marches, banished without any protection or food to the steppe and the desert, burned alive, chased, beaten, and shot to death," he said. "This planned and calculated criminal act targeted Armenians for a sole reason: because they were Armenians."
| Vladimir Lenin was born yesterday, 145 years ago. Lenin - bolshevik communist who overthrew first bourgeois government in Russia as well as Tzar. Lenin perceived as a fanatic, a communist prophet. Yet Lenin is only the second of its kind in more recent human history. The first communist prophet was Mazdak (Persian: ?????) (died c. 524 or 528). He has been seen as a proto-socialist. Mazdak's followers are considered to be the first real socialists in human history by their emphasis on community property and community work with benefits accruing to all.In many ways Mazdak's teaching can be understood as a call for social revolution, and has been referred to as early "communism"...
| This chart (comes from BCA Research) shows not only how the trade grew in the last 100 years, but also it shows how difficult it has become to substitute imports. Therefore a strength in yuan could lead to massive weakness of the US dollar as US trade deficit widens.
| Dollar is quite weak, off its recent highs.
|
Some Popular Charts
|