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 […]

Berlin: Amazon HQ3? Berlin’s Greatest Fear – Gentrification and Losing Its Edge – Look to Seattle!?!

Seattle and Berlin have a lot in common esp. as pioneering cities on the edge! Seattle has been a money magnet, initially as pioneer gold diggers supplied themselves on their way to Alaska, then becoming the home for Boeing leading to the great transformation with not only the success of Microsoft, but now Amazon. Amazon […]

Unimaginable #2: Will Inflation Really Remain Elusive?

Unimaginable #2: Inflation remains elusive such that rates stay low and bonds continue to rally AND economies compete to lower taxes! Published 6 December 2017 There is a good possibility that the unimaginable of inflation remains elusive stays unimaginable as more and more predict “stagflation” on the horizon, BUT economic dynamics may be pointing to […]