Here are two short ramblings from discussions I have had recently on the market action and investing pension assets in Bermuda.
Melt-up
The S&P 500 is levitating nicely. To many I talk to there is so...
Nathan Kowalski, Financial Ramblings from the Rock
Bermuda first-quarter real gross domestic product, as officially reported, climbed 3.7 per cent to $1,339.5 million. The biggest contributor to the a...
To say I enjoy reading would be an understatement. A large part of my day involves reading — research reports, industry trade articles, investing blogs and a smattering of geopolitical content.
I als...
Lately there has been much discussion and consternation over big business and corporate power. The United Sates has begun to ratchet up antitrust cases against big tech and various politicians hope to...
A couple musings and ramblings for today on some recent market subjects.
Fake meat
Is fake meat the newest bubble?
Peridot Capital recently ran through a thought exercise in its excellent blog so we w...
What follows is my opening commentary for the town hall meeting on Bermuda’s living/minimum wage at St George’s Cricket Club last week.
The last few decades have been tough for labour. Shifting macroe...
Developed market bond yields are melting. No matter where you turn yields are hitting low levels again and central banks continue to shift toward an even more dovish stance. If you are one who believe...
The recent news has been flooded with commentary on Modern Monetary Theory (MMT). This tends to be a more leftist leaning theory that supports big government spending and large deficits that get monet...
“Abraham Lincoln once posed the question: “If you call a dog’s tail a leg, how many legs does it have?” and then answered his own query: “Four, because calling a tail a leg doesn’t make it one.” Abe w...
Back in 2012 I began writing articles on Bermuda’s escalating deficit which was ramping up at an alarming rate. At the time it was not front-page news or rarely discussed extensively. Bermuda’s fiscal...
