RSS Feed


July 2024
« Jun    


Tag Cloud


Bloomberg (October 27)

2023/ 10/ 29 by jd in Global News

“The VIX is at 20, stocks are on the brink of their worst October in five years, and every other day the bond market throws a fit. For equity bulls conditioned to dive in at any sign of weakness, it’s getting to be too much. Across investor categories, they’re pulling money out” and moving to a defensive posture.” But “from a contrarian standpoint, all the gloom is a positive, suggesting latent buying power should sentiment ever flip.”


Bloomberg (October 26)

2022/ 10/ 27 by jd in Global News

“The latest bear-market rally in US stocks has brought investors off the sidelines and provided a welcome reprieve from three quarters of gloom. But traders now need to ask themselves whether the risks continue to justify the potential returns.” Are they “truly nimble enough to chase this latest short-term rally to culmination without toppling off the inevitable cliff at the end of it.”


Washington Post (September 10)

2022/ 09/ 12 by jd in Global News

“After months of gloom, Americans are finally starting to feel better about the economy and more resigned to inflation. Consumer sentiment, which hit rock bottom in June, has begun inching up in recent weeks. Gas prices are down. Decades-high inflation appears to be easing.” And there are signs that “many families are learning to deal with higher prices.”


Financial Times (June 3)

2019/ 06/ 04 by jd in Global News

“There’s the potential for a big week for Japanese equities ahead if the gloom that hung over them in May persists into the first week of June.” President Trump’s trip to Japan lacked “clear reassurances for Japan on trade,” to say nothing of “clarity on how bad things could turn between the US and China.” Since Japanese stocks “are liquid and easily accessible,” they are “among the first to be sold when global funds become nervous and, as such, they fell heavily least week.”


Inc (July/August Issue)

2018/ 07/ 29 by jd in Global News

“Artificially intelligent machines could streamline a company’s operations. Or, as the doom-and-gloomers say, one day they could supersede human founders.” The answer probably lies closer to the latter. “According to a recent article in the Washington University Law Review, algorithmic entities, or AEs, are nearly sophisticated enough to run a company–and have a particular comparative edge when it comes to ‘criminal enterprise.’”


Reuters (July 11)

2017/ 07/ 12 by jd in Global News

As its first family fights publicly in an unprecedented and ugly manner, the “shrinking returns” of its sovereign wealth fund, GIC, “are adding gloom to Singapore. The sovereign wealth fund, which manages an estimated $343 billion of assets, has delivered its worst annual performance since 2001 barring the financial crisis.” Moreover, the “outlook is depressing too” as GIC prepares for “a protracted period of low returns.”


Wall Street Journal (August 23)

2016/ 08/ 25 by jd in Global News

“Robots are coming. Don’t worry, be happy. It’s the path to growth and higher living standards.” Despite the gloom of some prognosticators, very few jobs can be entirely replaced by robots. Many, however, can be enhanced by robots, freeing humans up for higher level activities. “Workers are augmented, not replaced. Salesmen with Google Maps, realtors with 3-D home views, carpenters with laser tape measures. Doctors doing robot assisted minimally invasive surgery.”


Bloomberg (October 6)

2015/ 10/ 08 by jd in Global News

“The prevailing gloom about Japan is overdone.” Though it hasn’t been perfect, “Abenomics is working…the record to date is good by any country’s standards—and by Japan’s, little short of remarkable.”


Financial Times (September 25)

2014/ 09/ 26 by jd in Global News

“Global gloom-mongers have something new to worry about – falling commodity prices. The closely watched Bloomberg Commodity index, which tracks 20 commodity prices, has dropped this week to a fresh four-year low.”