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The Caloen International Report | A guide for the international investor

A guide for the international investor

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The Caloen International Report | A guide for the international investor | caloen.wordpress.com Reviews

https://caloen.wordpress.com

A guide for the international investor

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A Wealth Effect That Did Not Trickle Down | The Caloen International Report

https://caloen.wordpress.com/2014/02/17/a-wealth-effect-that-did-not-trickle-down

The Caloen International Report. A guide for the international investor. A Wealth Effect That Did Not Trickle Down. Many pundits who dismiss trickle down economics also support the Fed’s multiple QE’s and its stated goal to create a “wealth effect”. This I find ironic since the Fed’s manufactured wealth effect was meant to boost the economy by trickling down. 8220;higher stock prices will boost consumer wealth and help increase confidence, which can also spur spending”. Yet, they cannot find new investme...

2

Mexico’s Trust Buster | The Caloen International Report

https://caloen.wordpress.com/2013/03/26/mexicos-trust-buster

The Caloen International Report. A guide for the international investor. Mexico’s Trust Buster. The decade of the BRIC countries is over. Let’s not be fooled by summits or proposals to create a new world financial order. Today, Brazil is struggling with government overreach and a slowdown in demand for commodities. Russia is still the same kleptocracy. China is dealing with the mother-of-all credit binge hangovers. India too is slowing down, mired in corruption. The New Latin America. All this is welcome...

3

Abe’s Three Arrows Or Japan’s Hail Mary Pass? | The Caloen International Report

https://caloen.wordpress.com/2013/06/21/abes-three-arrows-or-japans-hail-mary-pass

The Caloen International Report. A guide for the international investor. Abe’s Three Arrows Or Japan’s Hail Mary Pass? You cannot bring about prosperity by discouraging thrift. Margaret Thatcher is said to have carried a piece of paper with this and two other lines attributed to Abraham Lincoln in her famous handbag. Two, Europe ( i.e. Germany ) does not mind a recession. Teutonic discipline and short-term pain is needed for long term-gains. Using the currency union, Europe is imposing lo...A third econo...

4

History Did Not End. The Emerging Markets Story Did. | The Caloen International Report

https://caloen.wordpress.com/2014/01/03/history-did-not-end-the-emerging-markets-story-did

The Caloen International Report. A guide for the international investor. History Did Not End. The Emerging Markets Story Did. Fukuyama went even further. He suggested that a post-historical world would be established on a transnational rule of law, something like the European Union. God, national sovereignty and their military would be things of the past. Tell that to Vladimir Putin, Shinzo Abe and Xi Jiping! This trend has likely continued. I trust our children are happy to know they are not irrelevant,...

5

Time to Fight the Fed | The Caloen International Report

https://caloen.wordpress.com/2013/04/14/time-to-fight-the-fed

The Caloen International Report. A guide for the international investor. Time to Fight the Fed. Most people get it when they see a sign reading “Free beer tomorrow” hanging above a bar. The few who are naive enough to show up the next day, only to find the same sign, get it at that point. Only sophisticated investors and economists keep coming back. Again and again. Maybe on the third or fourth day, beer will indeed be free? And what happens then? Do we have to accept the notion that 7% of the population...

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The Caloen International Report | A guide for the international investor

The Caloen International Report. A guide for the international investor. A Wealth Effect That Did Not Trickle Down. Many pundits who dismiss trickle down economics also support the Fed’s multiple QE’s and its stated goal to create a “wealth effect”. This I find ironic since the Fed’s manufactured wealth effect was meant to boost the economy by trickling down. 8220;higher stock prices will boost consumer wealth and help increase confidence, which can also spur spending”. Yet, they cannot find new investme...

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