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Reuters (October 21)

2021/ 10/ 22 by jd in Global News

“Current debates about inflation are mostly concerned with how long it will persist. Will inflation be transitory, as the central bankers insist? Or will consumer prices continue rising for years to come, as the bond bears maintain?” The blind spot seems to be a consideration of “how today’s highly financialised modern economies are likely to respond to a change in the inflation regime.”

 

Financial Times (October 21)

2018/ 10/ 23 by jd in Global News

“Investors should expect decades of selling pressure on Japanese stocks from the most implacable bears in the market: the recently deceased…. The relentless sell-off, which threatens to intensify until the year 2040 as the huge, wealthy postwar baby boom generation expires, arises from an estimate that about 80 per cent of inherited shares are immediately sold by heirs.”

 

Bloomberg (March 26)

2018/ 03/ 27 by jd in Global News

“Tokyo bulls can’t buy a break. Just as the economy shows signs of life, they’re ensnared in a global equity meltdown that on Friday alone lopped $200 billion from the price of shares.” The threat of a trade war, a sell off by foreign investors and the surging yen are “all starting to dent sentiment for Japan, where bears had previously been hard to find.”

 

Chicago Tribune (January 2)

2018/ 01/ 02 by jd in Global News

“Who said: ‘Find out what the other team wants to do. Then take it away from them.’ Could have been Uber’s CEO, but no, it was George Halas, founder of the Bears.” As the Chicago Bears look for a new coach, it’s worth contemplating “heavy industries, or digital startups… business and sports share immutable truths about organizational ability and consequential success. Much of work life is a competition, right? Good bosses, like good coaches, are strategists and motivators who build strong teams. Games like football teach those lessons in fundamental ways that are useful in every field, including non-contact sports like accounting.”

 

Institutional Investor (September 18)

2015/ 09/ 20 by jd in Global News

“Ebullient growth isn’t likely any time soon, but with no recession in sight, equity bears are likely to remain in hibernation.” The 6.5 year bull market in the U.S. still has further to run.

 

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