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Skyscrapers On Sutton Place

Article By: Vivian Lewis

Wednesday, May 11, 2016 4:37 PM EDT

The real estate industry may soon find the demand for McMansions in the clouds has fallen. For the record my real estate risks are far more concentrated than my stock and bond portfolios.

In this article: BVNKF, OROCF, TEVA, CZZ, EC, NOK, VALE, MHG, PAK, TTM, BP, PKX, SAN, INFY

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Busy Monday

Article By: Vivian Lewis

Monday, November 30, 2015 11:58 PM EDT

The week of many close of month reports on global economies began with a big bite of bad-good news. The inflation rate in Italy fell by 0.5% in November after rising in October. In the world of today, central banks want there to be more inflation.

In this article: VALE, DGRLY, NPSNY, TEVA, MHG

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Stupid Protectionism

Article By: Vivian Lewis

Friday, May 15, 2015 4:23 AM EDT

In traded goods, the TPP aims to globalize labor policies, to prevent sweatshops and child workers, something US unions (many of which have “International” as part of their names) cannot seriously oppose.

In this article: AAPL, ECL, EC, DGRLY, NBL, MXCHF, MHG, SSLT, VALE, SAXPF, NPSNY, VOD, GLPGF, GLPYY, INFY, LCCTF, RBS, AAIGF, FANUF, FANUY, EEA, GF

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Jack And Guenter

Article By: Vivian Lewis

Tuesday, April 14, 2015 6:30 PM EDT

Recent indicators are that Chinese growth is lagging. The latest figures on Chinese bank loans and money supply seem to herald slower growth. Its exports fell 15% last month and its import 12.7%, both harbingers of trouble.