Three futures for public transport

The problem with ride-sharing is simple; Lyft and Uber are losing a lot of money.

They are doing so to increase market share: To drive taxis out of business.That they are losing money, and the fact that they are highly valued means that they, and all their investors, expect that they will eventually stop losing money and start making it hand over fist.

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Trumps Trade Tirade- who could be the losers?

The new US President has had quite an impact on the business environment in the few short weeks he’s been in power.  The new phenomena just shows the potential power of twitter. It appears his every tweet generates a reaction, but I think reactions will dim.  Like the boy who shouted “Wolf”; the world may pay less and less attention to the alternative-fact ramblings coming from Trumps twitter feed.… Read more

The World in 2025

Earlier this year, private intelligence firm Strategic Forecasting, or Stratfor (www.stratfor.com) , recently published its Decade Forecast in which it projects the next 10 years of global political and economic developments.

While international analysts often try their hand at predicting the major events of the coming year, Stratfor believes that it’s identified the major trends of the next 10.

You can get a copy here.… Read more

Doom & Gloom from Deutsche bank

AS we wind down to exiting and new 2015, here’s some more doom and gloom from the major Banks.   This is one of the first slides from Deutsche Bank’s “The House View” slide deck on the current state of the world. A couple of things to note here:

IMG_1262.JPG Deutsche thinks that both a renewed European crisis and a Chinese hard landing are relatively likely and relatively significant.… Read more