April 2020 IceCap Global Outlook webinar: “What happens next?”
In our IceCap Global Outlook issues, we’ve shared our thoughts on why the global economy and financial system were vulnerable to a shock or a trigger point that would begin the process of unwinding monetary and fiscal market largess that has been accumulating for over 70 years. The trigger point…
January 2020 – IceCap Global Outlook “The Invisible Man”
The current economic expansion has achieved 2 significant milestones. And what makes these milestones special is that when combined together, they create an economic paradox. For starters, the current economic expansion has set the record as the longest period of continuous economic growth in US history. While at the same…
September 2019 IceCap Global Outlook – “Why you should be concerned ...
For the past 10 years, global central banks have created policies to artificially suppress interest rates to the lowest levels ever recorded. Included in this strategy has been a deliberate strategy to create negative interest rates which have subsequently created an enormous financial bubble in global bond markets. While this…
June 2019 IceCap Global Outlook – “Threading the Needle”
For many, the investment world can be a confusing place. Banks, mutual finds, stocks, bonds, currencies, insurance, inflation, taxes, economies – it’s no wonder the majority have glossed eyes. And sitting on top of this confusion pie are central banks. Each country has its own central bank which is responsible…
October 2018 IceCap Global Outlook – “The Devil’s Slide”
South of San Francisco lies a small stretch of the famous California Highway 1 notoriously known by locals as The Devil’s Slide. The stunning view along this road is supported by a weak and steep foundation of loose rock, and porous soil that has been increasingly eroding away over the…
August 2018 IceCap Global Outlook – “Special Edition”
The IceCap Global Outlook has now been published exactly 63 times. It has been read, discussed and shared over 2 million times. And it has landed in over 50 countries around the world. This growth in popularity introduces IceCap to new clients, new business relationships and perhaps even more importantly – strengthens…
July 2018 IceCap Global Outlook – “Eruption”
Similar to volcanic lava flows, financial contagions start slowly at first and then end by destroying many things in its path. In between the beginning and the ending, is a baffling experience that can only be understood from afar. Once the eruption begins, people everywhere want to look, see and…
May 2018 IceCap Global Outlook – “Face Ripping Rally”
There’s nothing more shocking than the unexpected. When this kind of unexpected event occurs, not only does it catch everyone off-guard, but it also dramatically changes the course of what happens next. In the investment world today, the cry for a collapsing US Dollar runs far and wide. The narrative…
February 2018 IceCap Global Outlook – “The Halftime Show”
For many, the Super Bowl football game is a big event. And, as the Halftime Show literally occurs smack dab in the middle of the game – it should signal the mid-point of the big event. Yet, in reality the 2nd half breezes by fairly quickly with the outcome usually…