2018 Annual Wrap Up Equity Overview 2018

3 years ago
6

This coming week we continue our publication of the 2018 Annual Wrap Up with the Equity Overview, including the new Rambus Blockbuster Chartology. Make sure to check out the financial charts on our 2018 Annual Wrap Up web presentation as well as the Chartology when it is posted on Thursday.

After a review of the performance and top stories of the financial markets in 2018, I will review our four scenarios developed for strategic planning in "2019: Get Ready, Get Ready, Get Ready."

Next, I will cover the trends likely to impact investors over the next twelve months:

Caveat Emptor: Investors in US Treasury, US mortgage securities and defense contractors
FASAB 56 & Green New Deal: Is piratization being engineered through obscure accounting and environmental policies?
FASAB 56: Do we need to be concerned about mercenary armies?
The Jedi Contract, the Divorce and the Play to Control Amazon
The Global 2.0-3.0 divergence
European Risks: Brexit, Italy and the Push for an EU Military
Asian Risks: China Slowdown, Trade Wars and US Dollar Bear Trap
The National Security State: War Without End
Covergence: Will Global Markets Equities Converge with the US?
The Musical Game of Chairs in the Bond and Derivatives Market
Peak Everything: Back to Basics
Tech & Space IPOS
ESG & Investor Activism
Bright Spots

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