Expert Guest, Shelia Smith, discusses the potential for Constitutional reform after the LDP's Lower…

Cindy Ponder-Budd

Expert Guest, Shelia Smith, discusses the potential for Constitutional reform after the LDP's Lower House win. Amending the Constitution, which seemed like a far-fetched idea a couple of years ago, is now supported by most political parties. https://www.cfr.org/expert-brief/abes-win-and-japans-constitutional-debate

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My Cryptocurrency Rant

Indulge me for a bit and allow me to slam cryptocurrencies. There is just too much time devoted to studying initial coin offerings and while the blockchain is game changing, most digital currencies serve no economic purpose. I’m no Luddite but just because something is digital, doesn’t make it legit

Paul Krake

khaled2020

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The battle between technology monopolies and governments has only just begun. This is not designed to stifle innovation, but to make sure that the interests of citizens and the profit motive of these companies are aligned.

Ken_Dyks

RDAM

From the brilliant Byron Wien - China’s Critical Role in Technology and Geopolitics

Blackstone is pleased to offer the following Market Commentary by Byron Wien which shares his thinking on global economic developments, market insights and other factors that may influence investment opportunities and strategies

Paul Krake

Stephen_Clapham

Watch - Jeff Gundlach's latest views on bond sell-off

CNBC interviews "Bond King" Gundlach

Ken_Dyks

khaled2020

A quick thought on UK politics. No reason to own the pound.

My structural bearishness towards the pound has been problematic in 2017 due to: 1) Weakness in the USD, 2) a more hawkish Bank of England and 3) a more conciliatory tone by Theresa May towards Brexit negotiations. Boris Johnson's ambitions are about to change all this.

Paul Krake

RDAM

Presentation from GM: Changing the World with AV

A brilliant, 81 page presentation by GM on the future of autonomous vehicles

Paul Krake

VFTP

Clean Disruption: Energy & Transportation

Very insightful presentation by Tony Seba. By 2030 95% of all passenger-miles are going to be driven by Autonomous Electronic Vehicles.

Ken_Dyks

Page three - Indian equities (September 27)

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Ken_Dyks

Slack valued at $5bn after SoftBank joins fundraising

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Ken_Dyks

cponderbudd

Public opinion is swinging against tech monopolies

Ken_Dyks

RDAM