DAILY BULLETIN Thursday 17 November 2016 | | | Dear Gutenberg, Today we have the latest episode of the TipTv Master Investor Show discussing the prospects for robotics in the coming years. Swen has been to visit a hotel in Japan run primarily by machines and has spoken with its Chief Technology Officer about the industry's progress and outlook. The talk also turns to some opportunities for investors to make money on the back of this global phenomenon. You can watch the whole episode by clicking here. | | | Readers' reactions to my piece in this month's MI magazine on the theme of Financial Armageddon were, as usual, intelligent and interesting. In case you missed it, I was arguing that risks in the global financial system have been rising inexorably to a point where another systemic financial crisis in the near to medium term is probably more likely than not. I argued that what was especially worrying was the continued build-up of debt by governments and the private sector across the globe. Some readers thought that I was scaremongering – an accusation that I would counter by saying that it's my job to evaluate the balance of risks, as best I can. (I said: it's not inevitable, but…) Other readers argued that Financial Armageddon will be a mere side-show to Climate Armageddon. That is certainly not stupid – I think anthropomorphic climate change is happening; yet I'm not a climate pessimist. (Al Gore promised us the Arctic ice cap would be gone by 2013. It's still very much there.) And I'll look at the prospective impact of climate change on the investment outlook in more detail soon. For now, however, it's worth noting that my time horizon for Financial Armageddon is three to five years out; whereas the time horizon for Climate Armageddon is probably 20 to 60 years out. | | LATEST STORIES FROM OUR BLOG | | | by Zak Mir | Trading | 1 mins. to read With Majestic Wines (LON:MJW) we have yet another of those big name High Street retail sector conundrums to chew on, both from a fundamental and a technical perspective. | by Evil Knievil | Evil Diaries | 1 mins. to read It's been a giddy few days trading currencies and I decided to cash in on my JPY short. It's quite a profit. By standards understood to me JPY is still a raving short. | | by Zak Mir | Trading | 1 mins. to read I have to admit that Prudential (LON:PRU) does not tend to be the most exciting of companies on the stock market. But as many experienced investors will be aware, it is usually the "boring" companies which are the ones to back. | | by Nick Sudbury | Funds | 8 mins. to read There are lots of factors to consider when investing in a fund, but it's important not to overlook the way it is structured. | | by Zak Mir | Trading | 1 mins. to read It is of course the case that the smaller explorers are fraught with dangers, thrills and spills. But that is what makes a play like Jersey Oil & Gas (LON:JDG) all the more compelling. | | "A nickel ain't worth a dime anymore." Yogi Berra | | | TIPTV MASTER INVESTOR SHOW | | | Is your portfolio ready for a 2008-style financial crisis? - Bank valuations already at lowest point since 2008 - a precursor to another blow-up.
- A real risk of Italy leaving the Euro, French insolvency, and Germany writing off huge loans to Southern Europe.
- Disruptive political events, like Brexit or the US election, threaten to throw markets off course.
- Will China's debt bubble finally burst, just when no-one expected it?
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