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E 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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E 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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E 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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E 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.
In this article: TCTZF, AIA, ALU, NOK, RBS, CCJ, VEOEY, CGEN, ALKS, TEVA, INVVY, BP, EC, ABGB, VALE, DGRLY, NORW, MHG, MNHVF
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E Lusitanophones And Other Suspects
Article By: Vivian Lewis
Tuesday, March 17, 2015 11:37 AM EDT
The largest sector, natural gas pipelines, did well, but midstream, its current no. 2 business, did poor.
In this article: PT, FCGYF, KKR, SCBLF, PPEHF, GSK, NVS, NORW, NOK, IVSBF, MHG, OIBR, EC, VOD, GLPYY, BVNKF, CEF, EXG
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