Boltwood Capital Management | Weekly Reads: 01/28/2019
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Weekly Reads: 01/28/2019

The Week’s Best Articles: Week of January 28th, 2019

Economy: $1.5B Tax Cut Has No Major Impact on CAPEX Plans – click here
During the debates around the tax overhaul, we saw at the beginning of 2018 was whether or not the tax cuts would encourage investment by businesses.  Based on this article by Reuters it appears that much of the Capex that was expected has not occurred.

Politics: Markets Are Scared About 2020 – click here
Elections are always a volatile time, Presidential ones even more so.  In this article by Politco the author examines why many investors are very worried about the uncertainty that may come during the election in 2020.

Technology: Two Hacker Groups Reportedly Stole $1B in Cryptocurrency – click here
Bitcoin, Ether and a host of other cryptocurrencies captivated the markets a year or two ago.  Now, as the dust has settled (and prices have fallen) it appears that these “safe” investments weren’t so safe after all.  This article by Fortune examines how two large hacker groups made off with a billion dollars worth of these secure currencies.

Investing: World’s Largest Funds Bet On Emerging Market Rally – click here
Emerging markets have long been known for their up and down nature.  While investors can make a fortune investing at the right time the volatility makes it difficult for many to stay committed to the asset class.  Recently, many of the large funds in the world have begun betting that emerging market stocks will have a protracted rally.

Housing: What Goes Up Must Come Down – click here
Mortgage rates and the cycle of home ownership is something that has remained consistent throughout recent history.  This article looks at the impact of the cycle of mortgage rates and terms and how they impact homeownership.

Technology: A Tiny Screw Shows Why iPhones Won’t Be Assembled in the U.S. – click here
Many, including President Trump, want American corporations to bring manufacturing to the U.S.  This article looks at Apple and why one little screw illustrates the difficulties in resourcing manufacturing.

Crime: A Sinkhole in Florida Exposed A Tunnel Being Built to Rob A Bank – click here
In the most entertaining article of the week (and something out of a crime drama) a sinkhole in Florida uncovered a plot to rob a bank.  While this is hard to believe it seems that someone was trying to tunnel their way into a bank.