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Mario Randholm Blog. Mario is the founder of Randholm & Co. S.A.C., an investment management company dedicated to producing superior returns for its clients and employees by adhering to mathematical and statistical methods.
Strong USD and World Economy Slowing a Bit..
Key Topics to pay attention for October
A. World Economy Slowing down confirmations
Most of market participant are discounting a slow down on world growth rates. This is key for the stock market performance. My question here is if the key market participant have already discounted lower growth or are looking for confirmations.
The US Dollar is getting stronger vs the EUR
B. Trade War and
What can I add here? These negotiations are likely to last decades. It will never be a done deal!
C. Brexit
Most of the people I talked, want a resolution here, would they get it?