The following report is provided free each week by McAlinden Research Partners exclusively to members of Hedge Connection. Today’s issue cluster focuses on Trump’s Trade War and how it may be coming to tech
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Emerging markets have experienced their fair share of crises in recent history; from the mid 1980’s LDC defaults, the Mexican Tequila crisis, Asia, Russia, Argentina, Greece… and now Ukraine. During these events, capital outflows are fast, indiscriminate and continuous, asset prices collapse and value is ignored. Ukraine reached this point in 2015-2016 and during the past 2 years started a recovery process
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Meredith Jones’ comic poses a big question to hedge fund managers regarding their fees
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Short videos from Hedge Connection’s Quebec Mining and Renewable Energy event last month
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As pollution grows and the old inefficient technology of internal combustion engines (ICE) transportation rapidly declines, renewable energy is quickly developing with EVs. Price-wise, renewables are becoming and will continue to be the cheaper, cleaner and a much more efficient option. According to IEA’s 2017 Energy Outlook, costs of new solar PV have come down by 70% and wind by 25% since 2010
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