A site dedicated to helping individual investors navigate the markets with an eye on the long term.
Major Themes
Themes that could cause market shifts and are worth watching to prepare for events over the horizon. These themes can present long term opportunities or produce threats that could affect the long term results of a portfolio.
European Disunity
For the Eurozone to continue the recovery, countries will have to take steps towards more fiscal integration. The elections of 2017 producing mixed parliaments and saw a rise in nationalism which will make coordination something to look for in the year of reduced stimulus and a higher Euro.
(full article here)
(full article here)
Chinese debt
China has been in the news lately from trade wars and a tightening of power, also navigating the financial crisis and starting the belt and road initiative. The market has polarized viewpoints of where China is headed in this century. While some feel that China will become a rising threat as it grows into the largest economy in the world, others feel that the authoritarian system will collapse under the weight of free markets.
(full article here)
(full article here)
Inflation
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