Showing posts with label http://rebel.alltech.com/ @Alltech. Show all posts
Showing posts with label http://rebel.alltech.com/ @Alltech. Show all posts

Friday, May 15, 2015

15/5/15: Monetary Titanic & Bubbles Troubles


Food for thought this morning - two links:

Note, first link above cites low worker productivity. Here's a slide from my recent (this week) presentation on same: 

And here is my view on the Irish property bubble (in development, but not yet fully manifested):


What is interesting about the Irish property markets is that whilst price and activity levels are not yet at concern points, the rates of increases in commercial rents and declines in yields, and rates of rises in residential property prices in Dublin are clearly fuelling a massive hype by real estate agents and the media. This is hardly consistent with a 'healthy' market.

I will be speaking about the financial valuations bubbles, focusing on M&As and strategy for avoiding these, next week at http://rebel.alltech.com/ so stay tuned for slides on that next week.