Paul's thoughts on the start of 2018

20171027 Paul Flagship

Paul Krake

Founder, View from the Peak

IND-X Advisors Limited

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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

Akex

Public opinion is swinging against tech monopolies (September 26)

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

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

Protectionism Was Threatening Global Supply Chains before Trump

Expert Guest, Chad Bown, outlines that more signs of protectionism started even before 2016

Cindy Ponder-Budd

roneystark

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

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

CNBC interviews "Bond King" Gundlach

Ken_Dyks

abdelslam

Page three - Indian equities (September 27)

India’s stock market, measured by the Nifty 50, has been this year’s best performing regional index in USD-terms, up almost 28%, on higher inflows into emerging markets, the appeal of India’s long-term investment story, and optimism about Prime Minister’s Modi reform program.

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

cponderbudd