Your Weekly Recap: April 17th

2015-04-17 09:13:49

(MENAFN- ProactiveInvestors)

Dear Capitalist Exploits reader

Below you will find a collection of the content we’ve found the most interesting throughout this week.

Carry trade to fuel the USD rally: you might be familiar with our view on the ongoing US dollar rally. As it turns out we’re not the only ones who believe there is over 9 trillion reasons for the greenback to keep climbing higher.

The risks to recovery are "still tilted to the downside”: the Telegraph nicely summed up the world’s prospects as according to the IMF and its test "health check" on the global economy in 5 charts.

Traditional banking model is at risk as Silicon Valley is coming: we’ve spoken about crowdfunding and financial tech renaissance on the blog before and have invested in a few promising companies via our Seraph syndicate. As it turns outbanks and other financial behemoths are increasingly waking up (at last we’d say) to the threat from the wave of startups hungry to disrupt the bread and butter of traditional financial institutions.

The new normal or the new abnormal that is the question: we’ve stumbled upon this interesting chart. The cost of money in the UK is the lowest the UK has seen since 1705 wars feasts and famines in those 310 years notwithstanding.

More and more investors concerned: last week we included some concerning thoughts from the hedge fund legend Julian Robertson. This week George Soros’ protégé Stan Druckenmiller joins the camp warning about the “horrific sense of deja vu”.

Investing in a “jelly donut” policy world: David Einhorn recently presented at Grant’s Investment Conference. In his brilliant and quite aptly titled presentation "Zero Bound Odyssey: A Place Where No Policy Has Gone Before” he first touches upon contemporary macro environment and concludes with a few investment opportunities.

As you might agree we live in very interesting times. However we are also of the opinion that there are a lot of opportunities waiting for the prepared mind.

Have a good weekend!

Mark and Chris

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