Note to email subscribers:
Bearnobull has a new name, Edge and Odds and the daily email to subscribers is delivered by Mailchimp which replaced Feedburner. If you do not see the Edge and Odds email in your Primary inbox, it may have been placed in your Promotion box or in your spams. Simply drag into your regular box or check “not spam”.
Negative Rates Nail Savers By John Mauldin
Longish but good piece from John Mauldin, touching on some of my points in HARD HAT ZONE and CETERIS NON PARIBUS. Not to read just before bedtime however:
Negative rates will drive consumer spending down, not up. They will result in less income in retirees’ pockets, forcing them to save more, work longer, and spend less. A negative rates regime must be aggressively opposed by the public to the point that the Fed does not feel capable of actually initiating such a program. (…)
The next 10 years will see an explosion of government debt and an implosion of the ability of governments to fulfill their promises. Any economic or investment model based on past performance under previous economic conditions will be worthless.
This is going to be the most difficult investing environment of the last 100 years.
BTW: These are major new trends (see CETERIS NON PARIBUS for more on that):
Swift Playgrounds: Learn serious code on your iPad. In a seriously fun way.
Swift Playgrounds is a revolutionary new app for iPad that makes learning Swift interactive and fun. Solve puzzles to master the basics using Swift — a powerful programming language created by Apple and used by the pros to build many of today’s most popular apps. Then take on a series of challenges and step up to more advanced creations. Swift Playgrounds requires no coding knowledge, so it’s perfect for students just starting out. It also provides a unique way for seasoned developers to quickly bring ideas to life. And because it’s built to take full advantage of iPad, it’s a first-of-its-kind learning experience.
I am sure you will all be shocked to learn that the last poll in France predicts that President Hollande will be kicked out after the first round of the presidential elections in April 2017. Not only Hollande, but all left-leaning candidates will vanish. France is going right, or extreme-right…Is this wrong, or extreme-wrong?
WOULD TRUMP GO FOR THAT?
