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Monthly Archives: February 2019
There Will Always be War
How does the German ban on arms sales to Saudi Arabia play out with the major weapons manufacturers around the world. Who are the winners, and who is clearly the big loser. Continue reading
Posted in Foreign Trade, Stocks
Tagged Airbus, Arms, BAE Systems, Boeing, General Dynamics, Germany, Leonardo, Lockheed Martin, Northrup Grumman, Raytheon, Saudi Arabia, UK, USA, Weapons
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The Option to Lease
IKEA’s recent anouncement of piloting a furniture leasing program in Switzerland points in the direction of a growing trend in the economy Continue reading
What Next for Venezuela?
What are the possible outcomes of a potential recovery in Venezuela, and what is the timeframe. How does Venezuela’s crisis compare to previous crises of neighboring Latam countries Continue reading
Posted in Commodities, Emerging Markets, Oil
Tagged Argentina, Brazil, Crisis, Crude Oil, Devaluation, Financial Crisis, Hyper Inflation, Mega Devaluations, Military, Recovery, Venezuela
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Hail Venezuela’s Libertador
Is Juan Guaido the next best thing to happen to Venezuela, or will the country descend into a civil war Continue reading
Posted in Emerging Markets
Tagged Crude Oil, Guaido, Madu, Venezuela, XXI Century Socialism
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