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Entext Economics & Strategy Blog | Macro Driven Investment Insight | entext-economics-blog.com Reviews

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Uncategorized | Entext Economics & Strategy Blog

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Entext Economics and Strategy Blog. MACRO DRIVEN INVESTMENT INSIGHT. Painful Emerging Market Mean Reversion Continues…. July 27, 2015. Click to share on Google (Opens in new window). Click to share on Twitter (Opens in new window). Click to share on LinkedIn (Opens in new window). Share on Facebook (Opens in new window). Click to email (Opens in new window). Click to print (Opens in new window). US Demographic ‘Mean Reversion’ Supports Growth Outlook…. January 8, 2015. Click to email (Opens in new window).

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sharing economy | Entext Economics & Strategy Blog

https://entext-economics-blog.com/tag/sharing-economy

Entext Economics and Strategy Blog. MACRO DRIVEN INVESTMENT INSIGHT. Tag Archives: sharing economy. Tech Barbarians at the Gate? February 10, 2015. Indeed, the smarter companies in vulnerable sectors like banking are already trying to co-opt Silicon Valley to improve their relative competitive position. The gatekeepers are companies like Tencent and Facebook collecting behavioural data on approaching 2bn potential customers between them. It’s not a question of if but how these huge audiences will be ...

3

Tech Barbarians at the Gate? | Entext Economics & Strategy Blog

https://entext-economics-blog.com/2015/02/10/tech-barbarians-at-the-gate

Entext Economics and Strategy Blog. MACRO DRIVEN INVESTMENT INSIGHT. Tech Barbarians at the Gate? February 10, 2015. Indeed, the smarter companies in vulnerable sectors like banking are already trying to co-opt Silicon Valley to improve their relative competitive position. In this new era, an unprecedented amount of economic power is concentrating in no more than 20-30 global tech companies through whose servers the key raw material of the information age passes i.e. consumer profiling data. The biggest ...

4

US Demographic ‘Mean Reversion’ Supports Growth Outlook… | Entext Economics & Strategy Blog

https://entext-economics-blog.com/2015/01/08/us-demographic-mean-reversion-supports-growth-outlook

Entext Economics and Strategy Blog. MACRO DRIVEN INVESTMENT INSIGHT. US Demographic ‘Mean Reversion’ Supports Growth Outlook…. January 8, 2015. If we stand back from the endless noise in markets, the demographic shift to lower fertility/longer lifespans underway globally is having a macro impact on several levels. Secular demographic and technology shifts in combination are pushing investment down and saving up. Source: BLS, Census Bureau, Entext Economics. Click to share on Google (Opens in new window).

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China’s Deflating Housing Market Inflating Mainland Stocks… | Entext Economics & Strategy Blog

https://entext-economics-blog.com/2015/04/04/chinas-deflating-housing-market-inflating-mainland-stocks

Entext Economics and Strategy Blog. MACRO DRIVEN INVESTMENT INSIGHT. China’s Deflating Housing Market Inflating Mainland Stocks…. April 4, 2015. The wealthiest 1% of households own at least 30% of all residential property, while there are about 2.5m USD millionaire households in China). From a 10% discount last summer, A-shares are now on a near record 35% premium versus HK listed H-shares. Click to share on Google (Opens in new window). Click to share on Twitter (Opens in new window). Join 520 other fol...

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Entext Economics & Strategy Blog | Macro Driven Investment Insight

Entext Economics and Strategy Blog. Macro Driven Investment Insight. 8216;Volatility Volcano’ Erupts…. February 9, 2018. Weekly Insight ‘Sitting on the Volatility Volcano’ Oct 12th 2017. Weekly Insight, 18th December 2017. But given limited leverage overall, this doesn’t look a systemic event like LTCM threatened to become. And generated a 2.6x return when we took profits in this week’s panic. Click to share on Google (Opens in new window). Click to share on Twitter (Opens in new window). January 4, 2018.

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