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Robert J. Teuwissen
Robert J. Teuwissen

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Published in InsiderFinance Wire

·5 days ago

The global imbalance

A current account deficit is usually seen as a clear sign of macroeconomic problems. But every deficit is a surplus somewhere else. When there are many surpluses and deficits, there is a global imbalance that can cause instability. Just before the Great Financial Crisis, the global imbalance had reached 3%…

Oil

4 min read

The global imbalance
The global imbalance

Published in InsiderFinance Wire

·Jun 21

Food prices

Ukraine and Russia together produce 30% of the world’s grain and as much as 65% of all sunflower oil. Ukraine used to be the world’s largest grain exporter, but the volume has fallen from 5 million tonnes per month to 500 000 tonnes per month. As a result, some 35…

Commodities

5 min read

Food prices
Food prices

Published in InsiderFinance Wire

·Jun 20

Sentiment under pressure

The sentiment is at a low, some sentiment indicators cannot fall any further. Sentiment indicators are relatively good for determining a bottom in the stock market, much better in any case than for determining a top. Negative sentiment is much more contagious than positive sentiment and therefore highly clustered. These…

Stocks

6 min read

Sentiment under pressure
Sentiment under pressure

Published in InsiderFinance Wire

·Jun 13

Roaring inflation

US inflation rose more than expected last Friday. Total inflation rose by 1 per cent compared to the previous month, core inflation by 0.6 per cent. As a result, total inflation reached 8.6 per cent (the highest level since 1981). The inflationary pressure is broadly spread, from cars to clothing…

Inflation

6 min read

Roaring inflation
Roaring inflation

Published in InsiderFinance Wire

·May 29

Playing with currencies

Currencies are the ultimate outlet for monetary and economic imbalances. Now, monetary policies vary widely. In many parts of the world, post-corona monetary madness has broken out, the main reason for the sharp rise in inflation. But many emerging countries do not have such a luxury; they are more…

Forex

7 min read

Playing with currencies
Playing with currencies

Published in The Capital

·May 17

Crypto turmoil

The turmoil in the crypto market was ironically triggered by volatility in stablecoins.

Crypto

5 min read

Crypto turmoil
Crypto turmoil

Published in InsiderFinance Wire

·May 16

The perfect inflation storm

In the past six weeks, shares have fallen every week. This has not been the case since mid-2008. It is only that the S&P 500 recovered last Friday, otherwise it would have lost more than 20 per cent from its peak last year, the point at which there is a…

Inflation

7 min read

The perfect inflation storm
The perfect inflation storm

Published in InsiderFinance Wire

·May 5

The lower valuation for growth

Volatility in investing is often equated with risk. This is nonsense. For an active investor, volatility is actually an opportunity, namely the possibility to buy low and sell high. The real risk of investing is a permanent loss of wealth, although, with today’s high inflation, that is mainly a permanent…

Investing

6 min read

The lower valuation for growth
The lower valuation for growth

Published in InsiderFinance Wire

·May 3

The cold war portfolio

Russia has stopped supplying gas to Poland and Bulgaria. The countries have to pay for their gas in roubles and they cannot do that because of European sanctions. They have to do business with the Russian central bank and they have to sign a new contract with Gazprom, which is…

Gas

5 min read

The cold war portfolio
The cold war portfolio

Published in InsiderFinance Wire

·Apr 29

Japanese Yen under pressure

The Japanese government has been pushing for a weak yen for a long time. A weak currency led to higher profits for Japanese exporters and to more import inflation, which is handy if you are trying to get inflation up. At the same time, the Japanese are very rich, but…

Forex

4 min read

Japanese Yen under pressure
Japanese Yen under pressure
Robert J. Teuwissen

Robert J. Teuwissen

Financial Services Entrepreneur

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