These Charts Put the Historic U.S. Job Losses in Perspective — Visual Capitalist

These Charts Put the Historic U.S. Job Losses in Perspective When recessions hit, it’s not unusual to see millions of jobs lost. Such episodes are a regular part of the business cycle and when they occur, most businesses do their best to tough things out. Then, as time progresses, it gradually becomes clear that spending… via These Charts Put the Historic U.S. Job Losses in Perspective … Continue reading These Charts Put the Historic U.S. Job Losses in Perspective — Visual Capitalist

Bubblewrapped

By Matthias Paul Kuhlmey. Tension keeps lingering, at times not even allowing the slightest hope of bridging our conquering world views; my wife and I continue to lead a passionate debate over what has been and, more importantly, what we should expect to come. Our ongoing give-and-take, if it had to be defined in brief, is largely centered around regaining perspective on recent geopolitical and … Continue reading Bubblewrapped

The Only Teacher…

With near certainty, philosopher Schopenhauer was not pondering the nature of investing when stating that “only loss teaches us about the value of things,” but there is certainly some relevance to financial markets. After all, what investor does not remember the (likely painful) lessons learned during the invalidating crashes of 2000/2001 (Dotcom Bust) and 2008/2009 (Credit Crisis)? This blog was posted originally with Wealthmanagement.com Continue reading The Only Teacher…

? (Fragezeichen)

’80s flashback: Nena tunes are blasting from my speakers. “…I look around. Try something, I don’t exactly know the way…” The lyrics from her song Fragezeichen (translated as “question mark”) pretty much sum-up my attitude towards today’s capital markets. After years of excessive accommodation by global policymakers, paired with a self-declared “riskless” world by most investors, we are now living another dream that is puffing up … Continue reading ? (Fragezeichen)

The End Of The World As We Know It

By Matthias Paul Kuhlmey. Several years ago, I became convinced that some of us have an ability to see the future, as, admittedly and quite practically, for those that pay detailed attention to socioeconomic shifts, the future is looking right at them. In 2014, my version of this “anticipated” future appeared to be eerily close to what is currently unfolding around the globe, but expressly … Continue reading The End Of The World As We Know It

Thin Red Line

My hometown Hannover in Germany offers a neat feature to the exploring type: A thin red line, which marks streets, public places, and walkways over a distance of 4.2 kilometers (2.6 miles), leading to the 36 main attractions and historic sites of the city. The careful observer will realize (or know) that Hannover’s history is closely tied to the English crown. The House of Hanover, … Continue reading Thin Red Line

Taco Tuesdays – My Best Investment

By Matthias Paul Kuhlmey Rough on the edges, the wooden frame worn, with subtle scratches in the whitened glass: After more than ten years, our family’s dining table has adapted to perfect imperfection, “holding” many stories, if not family secrets. Of course, in competition with sitting for a shared meal are always the convenient alternatives not necessarily involving this rather monumental fixture of our extended … Continue reading Taco Tuesdays – My Best Investment

Life Of A Turkey

We could just as well have titled this blog “Lessons in Absurdity.” It is unnecessary to fully repeat our message of previous weeks, but, in synopsis, traditional measures to assess investment opportunities have been heavily influenced by accommodative central bank policy (low rates) and a consequent “massaging” of risky outcomes over the past six years (and going strong). To continue reading, please click here for the … Continue reading Life Of A Turkey