Ritesh Jain is Director and Strategic Advisor, Eastern Financiers and Economic Advisor, Old Bridge Capital. The Calgary, Canada-based Jain is also a global macro investor and Top 3 Global LinkedIn Influencers on Economy and Finance, Mumbai
He is a trend watcher, Global Macro investor and Blogger at worldoutofwhack.com. He has over 20 years of experience in financial markets, bonds, equities, gold, and derivatives. He muses about global macro investment opportunities, economics, business, and financial issues.
Why more stimulus may equal worse growth now. Plus, big day for big oil
An abundance of research tells us that as government spending increases, an economy suffers worse economic growth measured by real GDP per capita.
Incrementum reiterates price target for gold at $4,800 by the end of the decade. In the event that inflation rises more sharply, gold could rise to $8,900.
Ritesh Jain, a Dalal Street veteran, trend watcher and Global Macro Investor, captures global macro investment opportunities and economic, business and financial trends with charts and commentaries in this space.
An abundance of research tells us that as government spending increases, an economy suffers worse economic growth measured by real GDP per capita.
Incrementum report is very widely read across the investing world
Incrementum reiterates price target for gold at $4,800 by the end of the decade. In the event that inflation rises more sharply, gold could rise to $8,900. With the monetary climate change that we are witnessing this year, the risk of inflation is growing visibly.
Big day for “Big Oil” this week
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I believe we can see new all-time high oil prices in the next couple of years.
There has been zero real profit growth for the aggregate economy in nine years. This long-term trend ties into persistently weak investment and growth.
Obviously, profits have been monopolized and investors should be laser-focused on investing only in those companies.
Is world GDP starting to roll? Latest activity data to late-May 2021 is in line with the global liquidity (crossborder capital).
(Disclaimer: The opinions expressed in this column are that of the writer. The facts and opinions expressed here do not reflect the views of www.economictimes.com.)
