Artificial Intelligence is only as good as the data input and those who program it…

Here are two articles discussing the scope of artificial intelligence (AI)and its dependence not only on data input, but the prowess of those who write the underlying code and their interpretation of what the machine or algorithm is suppose to achieve. Most people assume Silicon Valley and recently I have heard programmers in China are […]

Unimaginable #5 Update: Oil Prices Approach $35? – I remain a lonely oil bear…

Powerful forces keep oil prices on an upward trajectory, but for how long? Weakening oil prices remains unimaginable. I remain a lonely bear… One factor supporting oil strength is the weak US dollar. The USD soared (inversed red line) until yearend after the Trump election and in 2017 simply fell even when oil weakened in […]

Unimaginable #3 Update: Europe Outpaces USA Growth -“New Global Contract” (Christine Lagarde, Head of IMF at Davos)

Unimaginable #3. European growth outpaces the USA turning negative interest rates positive, narrowing the differential keeping the EURO strong with little volatility. European company earnings are thoroughly underestimated due to the misconception that Europe is stuck in an old economy, but in reality companies (often unlisted) have embedded technology and services that keep them competitive and […]

Imagine the Unimaginables for 2018 – The Original Published 6 December 2017

“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. This was originally published on December 6, 2017 and speculates what […]

Women Disrupt/March! The Power in Negotiating-Domanatrix-Style & The Sundance Film Festival

Women, but let’s say people, marched again on the one year anniversary of the massive protest march last year. This time it was mostly about getting out and voting, equal rights and opportunity and despite all the current controversy regarding sexual harassment, the political agenda and voting took precedence. There is an immense pool of […]

Bubble Indicators part 3- Animal Spirits Make a Comeback/Chinese New Year

It seems to make sense when stock markets continuously make record highs, that it will have to end soon…oder? This headline says it all… Source: @markets; Read full article Bloomberg / WSJ THe Daily Shot (16Jan2018) Maybe we finally are experiencing a new release of “Animal Spirits”! When did you last hear that expression–must be […]