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 […]

The Early Wrap-Up for the 2017 Imagine the Unimaginables

Food for Thought… “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 is not yet priced in. Keep in […]

Imagine the Unimaginables Summer Update

“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. This was originally published on December 1, 2016 and speculates what might happen in 2017 and is not yet discounted. Newly […]