John Ing
John Ing Articles
In many ways investors should look to the past for lessons. The eighties, seventies or fifties? No, they should look to the “biblical past”. First came wars, followed by food shortages, then a pandemic, then fires and floods. What’s next?...
It has been a jittery few months for investors as an ill wind not Canadian wildfire smoke, US heatwaves, or flash floods swept through financial market here, there and everywhere. The failure of a “too-big-to-fail” global bank and a few US...
As the world transitions from a bi-polar to a multi-polar one, Europe is experiencing a brutal crossborder conflict, the financial markets are in disarray, and the two superpowers are engaged in a new cold war. Fracturing the world’s...
Would Mr. Putin or a floating white balloon start World War III? The global economic system has changed to a multi-polar order as a result of the epidemic and the conflict in Ukraine, and America is now facing a number of difficulties....
Markets fell 20% last year, in its worst yearly performance since the 2008 financial crisis. However rising market optimism on signs of cooling activity is perversely based on the belief that the increase in rates would tame inflation and...
This month a cooling CPI number sparked a mammoth rally on Wall Street on hopes that the Federal Reserve may be ready for a pivot (aka capitulation) in its battle against inflation. The gains are premature and won’t change the trajectory...
It was good while it lasted. But now the golden age of near-zero inflation and interest rates is over, and we are paying the price for living in a fool’s paradise since money is no longer free. All this is now changing.
Those looking for a return to normal are in for a shock when they see what is happening to markets and the economy. Already parabolic hyperinflation has risen to a 79% annual rate in Türkiye, as President Erdogen refuses to make the...
In 1991 the Soviet Union collapsed, the Berlin Wall came down in Germany and 15 newly independent nations including Ukraine were born, ending the Cold War peacefully. The end was only a hiatus however. Today, disruption is everywhere and...
Though it is too early to know how the war will evolve, markets are vulnerable. First Covid, now the war, it is clear however that amid the uncertainty, that deficits as far as “the eye can see” will be the norm. Inflation is the result,...
