Imagine the Unimaginables: 2019 Will be Driven by Animal Spirits – Just Going for It!

Food for Thought over the Holidays! “Imagine the Unimaginables” is an annual attempt to identify what the capital markets are expecting in the months to come and therefore have efficiently discounted. It is an act of trying to identify consensus and then think of trends  that may defy that consensus and as a result create […]

Disruption! Mid-Terms Eve – The Music Indicator/Paul Simon’s Last concert (Protest)/Nobel Prize Harmonica Playing Texan (Texas Senate Race)/Cheesy Music

It is the eve of the Mid-Term elections in the USA, which take place on November 6, an event heavily anticipated by all walks of life. It is the first time, I have experienced such an intensity going into mid-term elections including perhaps 1994 when many say this partisan culture was born, giving Newt Gingrich […]

Vvvroooom! Economic Cyclical Recovery Just Beginning Anew? Food for Thought

What is ‘Animal Spirits’? “Animal Spirits is a term used by the famous British economist, John Maynard Keynes, to explain financial and buying decisions in conditions of uncertainty. In Keynes’ 1936 publication, The General Theory of Employment, Interest and Money, animal spirits describes the human emotion that drives consumer confidence. In modern economic terms, animal spirits describes the psychological […]

Disruption! Women, Music, Presidents — The Music Indicator – the Boomers Going Full Cycle?

James Corden: “Your music is so full of positivity, joy and love and togetherness, I feel like it is more relevant today than it has ever been.” Paul McCartney: “…. we expected it to last maybe 10years and it goes on and on and on. It keeps being relevant.” Source: The Late Late Show with James […]

Tesla’s Woes: Silicon Valley vs. Wall Street (Wired) – Investing in a Vision!

Thoughts on Tesla from a very distant observer sitting in the land of skeptics and the most challenged by Musk’s Tesla ambitions — Germany!   Investing in a Vision or Invest-a-Vision is what Elon Musk and his aspirations for Tesla are all about. Wall Street likes to analyze what the numbers say (see this link […]