Years ago, the seeds were sown. Governments began an untenable trend of consistently spending more money than they collected in taxes. The difference of course, was made up by borrowing. As the years and deficits rolled along, so too did the amount of money owing. Governments responded by borrowing even more. Meanwhile, global economies inevitably […]
For many people, summer is the best time of year. Swimming, running and of course – eating, are just some of the ways we melt away during the warm days of summer. While the investment industry also takes a breather, global financial markets do not. This current summer is full of volatility swings across stocks, […]
New money printing, negative interest rates and more bailouts has created even more confusion in the financial world. Fairly soon; pensioners, companies, governments and their consultants will be scratching their collective heads trying to figure out the latest financial mystery and how to get out of it. We suggest they start first by reading IceCap’s […]
Are you a member of a pension plan? Then this Global Outlook is a must-read. Investors will soon discover that everything they’ve been told about investing will be turned upside down. There is a severe bubble brewing in the bond market and conservative investors with Target Date Funds or Lifecycle Funds are in for a […]
In 2013-2014, many investors bought energy stocks because they paid 5%-9% dividends. With central bank rates at 0%, we explained to investors that there was considerable risk with holding energy stocks. Few believed us. Oil subsequently declined 40% producing enormous losses for these investors. In this issue we specifically state the risks that few people […]
If you hear something often enough, eventually you believe it to be true. In the investment world, you’ve always been told that the stock market moves based upon the strength of an economy and the profits from companies. In this issue we demonstrate how nothing could be further from the truth. The real driver of […]
An instant classic. IceCap makes a wager with a European-based investment manager about the ultimate fate of the Eurozone.
Talk about being sneaky. The International Monetary Fund, the European Union and the European Central Bank all scheme plans to implement a wealth tax on everyone in Europe. When this happens, it will have significant effects on global capital. IceCap shows how this occurs, how to protect & grow your capital.
When economies decline, companies make less profits and people lose their jobs. If this continues, voters voice their displeasure by electing new governments. In Europe today, winds of political change are blowing across the entire continent. What makes this unique and important, is that political change has shifted momentum away from the traditional parties and […]
The global financial system is multi-dimensional. Using linear thinking and 2-way cause and effect analysis will lead to false conclusions and losses. For the first time in almost 100 years, the world today is witnessing the convergence of economic, political and social factors. Shedding traditional analysis, and connecting the dots of all three aspects of […]