Tenviz

The World Bank issued a grim forecast for Emerging Markets, citing inflation and higher rates.Seriously?Most Emerging markets (with the exception of India, Turkey, and China) do benefit from higher inflation: they always ride the wave of the commodity supercycle, and many Western Countries to boot!But thinking broadly the multiplier effect is broad-based:As I think about ...

By covid standards I travel the world rather vigorously: was on 3 continents both in 2021 and in 2020.My biggest economic observation is remarkably consistent: the US Dollar is so overpriced against virtually all global currencies – from the Euro to Peruvian Sol.I am sure many economists would side with me.Yet, that tantalizing premium remains ...

Can’t wait for the Q2 earnings season to start (still 6 weeks away!) I am particularly interested to see how Covid beneficiaries would cycle through super-tough sales comparison from this abnormal boost of Q1-Q2…. Would be really, really refreshing if we would get any downside surprises…. What if some biggies would tell us sales down 2-3%? ...

Big Tech $0.5-2TR market capitalization assumes endless growth and leaves no place for error. Big Tech valuations assume that these companies would never be unseated by the next generation of disruptors. History would disagree with that.   On the disruption side, hundreds of VCs and SPACs are generously funding any promising idea to unseat Big ...

Energy stocks chart is breaking out and has completed this beautiful  “cup and a handle”t technical formation suggesting meaningful upside. In fact, you can argue for a double cup and a handle formation. ...

Vitalik Buterin (the founder of Etherium, which serves as a foundation for most blockchain), has donated $1.5B for the Covid relief efforts in India. What a good heart beyond that amazing brain!   P.S. I knew Vitalik a bit when he was a kid growing up …. ...