|Investment Update March 2018|
A new chapter begins
2018 – Volatility is back
What should investors do in 2018
|January 2015 Investment Outlook|
International & Emerging Markets in 2015
The risks for the US Dollar
Precious metals coming back to life?
|October 2014 Investment Update & Outlook|
The (Investment) World five years from now
The dominant structural driver
Stronger economic momentum
|May 2014 Investment Update & Outlook|
Creating Value in a World of New Normals
Global GDP growth still low
The much bigger story
|January 2014 Investment Update & Outlook|
2014 - Moving Forward to the New Normal
Higher rates and slower growth
2014 positive for equities
|August 2013 Investment Update|
The Global Rebalancing
Long term goal
The current debt burden
Gold supply and demand
|April 2013 Investment Update|
The Equity Market Paradox - New Normal or the Big Turn?
The Bank of Japan
Precious metals correction
The EU and Cyprus
|Welcome to The Librarium: Purveyors of independent thought –|
Learn more about what we do and how we can help you
navigate the complex world we all inhabit.
|The Librarium 8 Pages About…Series: Get Insights Into Topical Current Issues With Investable Ideas.|
|8 pages about…The history of fiat currencies & gold:|
Perspectives from mankind’s long and often troubled experiments with the concept of money & a look at the ultimate global currency: Gold.
|8 Pages about... Investing in Innovation:|
Innovation applied in core economic sectors is the most consistent & rewarding returns generators for investors, here we take a look at the optimal path to harness these powerful dynamics.
|8 Pages about... The New Thing In Financial Innovation: THE I.C.O.:|
What has been called the ‘internet of value’ – digital assets, blockchain technology & crypto currencies has vast potential & much hype & hubris – here we take a sober look at the space.
|8 pages about…The future of Energy:|
A look at the changing composition of the global energy mix & the innovative technologies driving these important dynamics.
|8 Pages about…Bitcoin & the crypto sphere:|
A personal journey down the crypt with some lessons from history and some different perspectives on this topical area.
|8 Pages about…Global Debt:|
Money makes the world go around & it’s hyper active cousin, debt/credit has turned up the frequency with some benefits & many troublesome episodes throughout history. Here we take a look at some of the lessons.
|8 Pages about…Passive Vs. Active Investing:|
In the long evolution of finance every now and then a new, supposed superior way of making money with money is hoisted on to the stage. It is often a two-step forward & one-step backward situation. Here we take a look at the latest developments.
|The Around the World in 8 Pages Series: A quarterly to the point journey putting the spotlight on key events & trends in geopolitics, macroeconomics & with a focus on investment risks & opportunities.|
|Q4 2017: A look at events around the world & reflections on risks and opportunities during Q4 2017.|
|Q1 2018: A look at events around the world & reflections on risks and opportunities during Q1 2018.|
|Q2 2018: A look at events around the world & reflections on risks and opportunities during Q2 2018.|
|Q3 2018: A look at events around the world & reflections on risks and opportunities during Q3 2018.|
|The Librarium Focus Series: Here we take a journey into the field with different experts, who provide us with their perspectives on selected areas of interest.|
|Investing in Healthcare: A look at trends & investable ideas in the Healthcare sector with the guidance of renowned thinker, educator, entrepreneur & activist Dr. Arlen Meyers.|
|Investing in Cyber Security: A look at the trends and investable ideas in the cyber security sector including a 'best practices' guide for investors on how to keep their assets & data secure.|
|The Librarium Geo-Strategic Perspectives Series: Here we take deep dives into singular issues pertaining to geopolitics, economics & financial markets with renowned experts.|
|The Russia Question: A look at the increasingly hostile relationship between the US & Russia, one of the so-called revisionist powers, who's use of unconventional warfare is on the rise.|