Case-Shiller Property Indices Hugely Misleading...and Different from Stocks (LT Invst Windows Tight)
This topic has nagged me for some time. Two months ago when the Case-Shiller Home Price Index “made a new high” and after new highs again this...
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Tech Rebounds as USD Reverses, Macau Recovery Continues...
The consensus expected a rampant USD this year, but this wasn’t consistent with the Trump trade agenda – the dollar has had its worst January in...
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Trump and China; the Calm Before the Storm?
The new US administration is heading towards a stand-off with China over trade by eschewing the incremental approach of Obama’s administration in...
208 Views
Fragmented Terror Threat
Bill Udell and Jonathan Wood talk about how companies are becoming susceptible to a more fragmented, less predictable global terrorism threat in...
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Battle Lines in Payments: An Evaluation of the War for Wallets
We think economic moats remain the strongest at the center of the payment ecosystem, where Visa Inc (V US) and Mastercard Inc (MA US) maintain...
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