Saturday, August 4, 2018

Notations On Our World (W-End Edition): On Iran as Sanctions Officially Come Into Effect


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Today's headline
Opinion | I lived in an Iran under sanctions. Here’s what it’s like.
thumbnailwww­.washingtonpost­.com - Iran’s currency, the rial, has been on a downward spiral as increased American sanctions loom, hitting a new low on the thriving black-market exchange. (Vahid Salemi/AP) by Jason Rezaian August 2 at …
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Tuesday, July 31, 2018

Notations On Our World (Special Edition): Goldman Sachs Speaks On The Investment Outlook



As August looms, Our team received this courtesy of the team at Goldman Sachs which we wanted to feature in light of the uncertainties before us in the Economic landscape due to Tariffs and other decisions by the Trump Administration:

Midyear Investment Outlook: Staying the Course

At the start of the year, the Goldman Sachs Investment Strategy Group (ISG) released its 2018 outlook, making the case for staying invested in the equity markets, despite an increasingly uncertain and unsteady political and geopolitical landscape. In response to subsequent spikes in market volatility and intensifying geopolitical headwinds, ISG released a midyear outlook, Taking Stock of Our 2018 Outlook: (Un)Steady as She Goes, reexamining the underlying factors driving markets. Given the steady backdrop of broad-based economic and earnings growth, robust employment and wage growth, and improving business investment, ISG reiterates the recommendation to stay fully invested, with a strategic overweight allocation to US assets. "There may well be a time when the unsteady undertow becomes too strong and overwhelms the steady factors, or when the steady factors point to a less attractive outlook," the authors said. "But halfway through 2018, we do not think that time has yet arrived. In fact, there has been improvement in many of the steady factors."
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Monday, July 30, 2018

Notations From the Grid (Special Month-End Edition): Brief Thoughts On Our World....

It has been quite a month in our World as we bid farewell to July and gear up for a very busy August here in our properties.    The elections in Pakistan, Zimbabwe and Mali along with the continued controversies surrounding the President of the United States has been quite a scene to be witness to.  This is as Israel passed the Nation-State Law that led to a resignation by an Arab Member of the Knesset, Israel's Parliament.     Syria, in the meantime, is also in the news as the end of the War appears to be in sight even though the war continues onward with no end in sight.   We also were witness to changes in the Media Landscape as the parent of the Sydney Morning Herald, FairFax Media was bought out for 4 Billion Dollars and Disney's buyout of 21st Century Entertainment Assets was finalized.   

As we gear up for a new month in our properties, we decided to embrace the new month with a high note about what can be possible with this "Rewind" courtesy of Al Jazeera about what can be possible--a very powerful 22 minutes as we look forward to our continued service: