This time I will talk about why bank support measures are not effective to re-engage the real economy engine. In my article about the investment options I rationalized the idea that any financial institution, especially a bank, is a financial utility that facilitates capital and cash flows and allows creating the structured and organized fiscal system. [...]
This time I will talk about the complexity of the existing fiscal system, economic organization and how we, as smart investors and value hunters, have to deal with it. Should we fight back or should we find another less complex way that will allow us to prosper and get bargains by leveraging the system complexity? [...]
This time I will talk about three investment options. The first option is precious metals such as gold, silver and platinum. The second option is financial vehicles such as banks. The third option is businesses operating in real economy. The question is – should we consider all of them as investment-grade deals or not? This [...]
Speculations around the shape of road, which the economy will take to its healing and recovery, do not subside. The tough brains have come to the point, when they try to find the appropriate letter to designate the shape. Is it V, W, UU, UUU or maybe a kind of the harmonic oscillations? In this [...]
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