Report: Midlincoln Global Strategy
October 2020You 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:
Heating, Water, Electrics