Master of the World
In Jules Verne's 1904 novel of this title, the heroic inventor is fated to meet indomitable force, a tragedy blooming on personal overreach and on very public rejection
Pininvest Insights
facts – however patchy – provide guidance in investment decisions,
performance & risk exposure will be a reality check
Apple Cars - a convoluted and telling story
Ready for show time? Partnership with car subcontractor Magna adds urgency to the research of outstanding features - credibility in a crowded field and highly effective use of data collected from the driving experience promise to be an uphill battle
Themes - a Grid spots Underlying Market Trends
Pininvest themes are the basic elements of a grid, ranking market factors dynamically and highlighting shifting market trends to support forward-looking investment strategies
Making Sense of Investment Themes
In defense of diversification to mitigate portfolio risk exposure - investment themes are a reliable path to express investor preferences on sectors and industries
Europe - Procrastinator or ἀγωνιστής
European industry failed to leverage the digital revolution across multiple sectors and global competition has been chipping away at the Continent's wealth and security : existential choices for all European citizens
Europe - Vertigo years
In the grip of the most brutal confrontation since World War II, the European continent has been keeping up the pretense that life from Saint Petersburg to London will go on, aloof and oblivious of the rumblings. How long will the illusion hold?
Cannabis - Hope Springs Eternal...
"This time is different ", a reassuring promise or an optimistic prospect of a future yet unknown, popular consumption of cannabis might create massive growth markets, at the stroke of a federal regulatory pen...What if this time is different ?
Robinhood Series – Cannabis
The series draws attention to industry trends highlighting stock potential – and the headwinds battering investor optimism
Energy Policies - Hither and Yon
Pulled in many directions, here and there, access to electricity has become too critical to be left under the guidance of mere state utilities - with unpredictable outcomes as political factions take sides
VIX - Front-Running Market Volatility with ETF Trade Volumes
The VIX volatility index signals negative shifts in macroeconomic perception, as they occur. Increasing trade volumes in volatility ETFs anticipate a possible market downturn
Europe - Finding Solace in LNG Shipping
With pipeline deliveries down to a trickle, Europe has barged into the global Liquid Natural Gas (LNG) shipping network - gasification stations and infrastructure , shipping construction yards and LNG carriers stand to gain
Europe - Running out of gas in 2023?
Current natural gas reserves in Europe will be depleted by the end of the winter of 22/3. If the conflict on Ukrainian soil drags on in a bloody stalemate, something has got to give and it does not look good for Europe tethered to Russian gas pipelines
Mexico - Maquiladoras and the Future of the Automotive Industry
Free trade agreements between Mexico, Canada and the US (NAFTA since 1994 replaced by USMCA in 2020) reshaped economic relations across the continent - Who will step through the open door to US markets next ? and what industry is first in line ?
Will bond yields keep trending up ?
This at least is the assumption today - an existential question for bond traders and for the stock market - framed by structural factors in the global economy but ruled by perception
Sourcing Energy - a Mix of Uncertainty and Opportunity
Energy giants normally operate risky strategies, making commitments over extended time horizons, but new regulatory demands, shifting consumer expectations and geopolitical backlash are adding multiple dimensions to risk - creating opportunity in the mix