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Report: Midlincoln Global Strategy

October 2020

You will be able to download all slides in power point for this report
and all data is available excel



V or W?


V for vaccination


Hope that current economic growth levels will sustain in the fourth quarter


FED is likely to further help the markets


Need election over asap


Each next election is more destabilising then previous


Will democrats print more money than republicans?


Corona rebalancing economy is anti capitalist, public workers are far more secure


Corona rebalancing Federal and regional budget deficits need more debt financing


Various governments will be the main borrowers


Banks should do well in the environment when everybody needs credit despite lower margins


This will help to fix the holes in banks capital


But it is still quite alarming if one of bigger banks will fail


Equity and commodities prices reflect lower waccs and dollar printing


But oil is not responding to all the dollars that have been printed


OPEC plus pushed US to cut 2.4 mn boe day of shale oil, but more supply needs to come off


New sanctions on Azerbaijan proposed by Greece are on political radars


Lower energy prices press down on inflation


IT and Technology impact also improves margins. New normal is back inflation will be low.


Rural Investment Banking Coworking

Midlincoln deurbanisation enterprise intitiative

This section contains links to materials about Midlincoln deurbanisation enterprise intitiative.

Midlincoln is testing rural co-working model as its core business. Half of the co-working space is dedicated to investment analytics service and half of the space is industrial, creative environment with machines and tools which can be used in product development and small scale production. Our deurbanisation enterprise intitiative includes the following ideas:

Midlincoln Research
Financials

Investment Research

View Midlincoln Research One Pager

Mount Maple
Souvenirs
Cons. Cyclicals

Consumer Cyclicals

View the souvenir producer one pager

Midlincoln
Craft Fund

Midlincoln Craft Fund

View Midlincoln Craft Fund Description

TamaraAvia
Automotive

Engineering

View intro for this automotive producer

Wrestling, Healthcare and
Entertainment

ITI RTS ETF Report

Read about wrestling craft business

Village Telecoms
and Media

Telecoms

Coming up and not ready yet

Small Scale
Energy

Energy

Coming up and not ready yet

Small Scale
Materials

Materials

Coming up and not ready yet

Verical Agri
and Food Production

Consumer Staples

Coming up and not ready yet

Heating, Water, Electrics
Installation and Repair

Utilities

Coming up and not ready yet

Home Electronics
Repair

technology

Coming up and not ready yet

Download ML Presentation

MidLincoln Products
Get to know rural tunes .