Wall Street Journal (April 14)
“The biggest issue in financial markets these days, other than tariffs, is the fate of U.S. dollar assets. Are President Trump’s herky-jerky decision-making and border taxes causing the world’s investors to shy away from the dollar and U.S. Treasurys?” Amid the volatility, that remains to be seen, but any shift would occur “’at the margin’ because the U.S. remains too big a market, and its financial system too liquid, to ignore.” Still, the potential impact should not be dismissed lightly. “Even a modest shift from Treasury bonds” could have enormous repercussions.
Tags: Bonds, Decision-making, Dollar assets, https://www.wsj.com/opinion/is-there-a-new-trump-risk-premium-tariffs-trade-policy-bonds-us-dollar-investing-9bee401d?mod=hp_opin_pos_4#cxrecs_s Financial markets, Impact, Investors, Jerky, Liquid, Margin, Shift, Tariffs, Taxes, Treasurys, Trump, U.S., Volatility
Inc (April 19)
“The fast food business encourages fast thinking. Competitors strategize quickly in order to gain that extra percentage of margin, the chance to bite a tiny morsel out of their rivals. This leads them easily into going one way and then veering in the opposite direction. Perhaps one shouldn’t be surprised, then, at McDonald’s suddenly deciding it’s not quite as fancy as it promised to be.” After drifting upscale, it’s now “going another way” and simplifying its menu offerings.
Tags: Competitors, Fast food, Fast thinking, Margin, Menu, Rivals, Simplifying, Strategize, Upscale
Institutional Investor (January 31)
“Bitcoin’s wild price swings have investors wondering how to short the digital currency, as there would be a lot of money to be made in the latest craze in investing.” Alas, this isn’t so easy. Though Bitcoin futures trade openly, the Chicago Mercantile Exchange is charging “an initial margin of 47 percent of the futures’ value owing to the volatile nature of Bitcoin.”
Tags: Bitcoin, CME, Craze, Digital currency, Futures, Investing, Investors, Margin, Price Swings, Short, Volatile, Wild
