Update: Imagine the Unimaginables 2019

“Vision is the art of seeing things invisible.” Jonathan Swift, an Anglo-Irish satirist, essayist, political pamphleteer, poet, and cleric) Q1 2019 Update to “Imagine the Unimaginables: 2019 Will be Driven by Animal Spirits” Black Swan? Copyright:(c) Zubada | Dreamstime.com Donald Trump may be losing his Black Swan effect as he becomes more predictable. The outcome […]

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 […]

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 […]

Imagine the Unimaginables Q1 2018 Update – “Markets are angry!”

Last December, IAV published a list of Capital Market Unimaginables for 2018 (link) with lots of charts and now lets see how things progressed in the first quarter… Now what can happen in 2018 that most cannot imagine, here is the original list: Unimaginable #1: More of the Same – Business as Usual — Markets continue to […]