Featured Article

Netflix Receives Its First Best Picture Oscar Nomination For ‘Roma’

Posted by Jayson Derrick

on Tuesday, 22 January 2019 9:01

Netflix is no stranger to Academy Award nominations, but the film — which follows the life of a live-in housekeeper to a middle-class family in Mexico — is the company’s first chance at bringing home the top prize. Netflix is up against a strong competitor in “Black Panther,” which was the highest grossing film in North America in 2018 with more than $700 million in ticket sales….CLICK for complete article

Private Firms Spent Record $93 Billion On Natural Resources

Posted by Mining.com

on Tuesday, 22 January 2019 8:56

Private capital tracker Preqin says in an update that contrary to expectations, 2018 was another bumper year for the industry, particularly for natural resources investments.

Fundraising by unlisted funds for investment in natural resources – oil and gas, timberland, farmland, water and mines – set a fresh record in 2018 and is likely to top $100 billion for the first time….CLICK for complete article

Full Show Jan 19th

on Saturday, 19 January 2019 16:32

Mike discusses how hard pipeline opponents have worked to ignore the strong support of First Nations for the proposed pipelines in order to alleviate poverty on reserves .  Vision Capital’s Jeff Olin, fresh off a major award for outstanding investment returns, talks some of the best real estate buys on the market. Ozzie drops by to talk reverse billing on the new speculation tax.

U.S. Trade Deficit With China Grows To Record High

Posted by Charles Benavidez

on Thursday, 17 January 2019 5:37

China’s exports are down, and imports are down even further, which translates into a trade surplus for Beijing that could set Trump on an even more aggressive warpath.

With year-end 2018 data now in, China ended up with a $324-billion trade surplus with the U.S.—a trade surplus that is over 25 percent bigger than it was prior to Trump’s ascension to the throne in Washington, DC.

And that’s even with Chinese exports down. Based on Chinese data analyzed by the BBC, exports from China dropped 4.4 percent in December, compared to the previous year, and imports also fell 7.6 percent…..CLICK for complete article

Nomura: Don’t Ignore These Three Big Structural Forces

Posted by HedgeAccordingly

on Wednesday, 16 January 2019 9:32

China’s yuan has surged to start the year, despite dismal economic data and dramatic easing from the PBOC. US equities have soared since the start of the year despite tumbling EPS expectations (and “little progress” on US-China trade talks). Cable has zoomed higher for a month, despite an increasingly vicious cycle of dismal results for May and her watered-down Brexit plans.

Up is down, bad is good, but water is always wet and The PPT is ever-present.

While markets remain focused on the next headline and next ultra-violent high-frequency swing, Nomura’s Bilal Hafeez warns that investors don’t quite appreciate how important some of the longer-term structural themes are….CLICK for complete article