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Expert Guest Stephen Sestanovich, from the Council on Foreign Relations, participated in an event…

Cindy Ponder-Budd

Expert Guest Stephen Sestanovich, from the Council on Foreign Relations, participated in an event discussing Russia’s past relationship with the West and how it could influence its future relationship with the U.S. A history lesson; but very instructive for investors who are looking at Russian investments. https://www.cfr.org/event/russia-and-west-historical-perspective

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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

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Akex

Public opinion is swinging against tech monopolies (September 26)

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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

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Stephen_Clapham

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

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RDAM

Presentation from GM: Changing the World with AV

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

Paul Krake

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VFTP

Clean Disruption: Energy & Transportation

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Ken_Dyks

Page three - Indian equities (September 27)

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Ken_Dyks

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Ken_Dyks

Slack valued at $5bn after SoftBank joins fundraising

Workplace messaging app Slack has been valued at $5.1bn in its latest fundraising, which drew $250m from investors as the weight of cash in private markets continues to push up the valuations of the fastest-growing tech companies.

Ken_Dyks

by

cponderbudd

Public opinion is swinging against tech monopolies

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

by

RDAM

Flagship synopsis - The battle between math and story

This week's piece is a look at the math (the facts) and the story (the narrative) behind the Euro’s strength and the USD weakness.

Ken_Dyks

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VFTP