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New Model Portfolio

September 12th, 2014 · Comments Off on New Model Portfolio

And trades, check it out here

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A Worrying Artificial Bubble In Earnings

May 29th, 2016 · No Comments

  • Stock based compensation as part of executive pay is widespread.
  • The common practice on Wall Street is that it is added to earnings, we can see no valid accounting reason for this.
  • It’s probably the main driver between the growing gap between GAAP and non-GAAP earnings.
  • That gap is often substantial, artificially boosting earnings, it’s basically a bubble.

A Worrying Artificial Bubble In Earnings – Ellie Mae, Inc. (NYSE:ELLI) | Seeking Alpha

→ No CommentsTags: Reform Capitalism · The Markets

Is That Italian Time Bomb Under The World Economy Still Ticking?

May 29th, 2016 · No Comments

  • Two years ago, we warned about one of the biggest threats to the world economy. Is the situation contained?
  • For now it is, but only that – there is some improvement but not nearly enough to relax.
  • In order to defuse this time bomb, Italy needs tailwinds from basically any direction, and for a really lengthy period of time.
  • That doesn’t strike us as a very plausible situation.

Is That Italian Time Bomb Under The World Economy Still Ticking? | Seeking Alpha

→ No CommentsTags: Public sector deficits and debts

Inflation Is Now Our Friend

May 18th, 2016 · No Comments

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→ No CommentsTags: Economy

Argentina: And Now For The Hard Part

May 16th, 2016 · Comments Off on Argentina: And Now For The Hard Part

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Comments Off on Argentina: And Now For The Hard PartTags: Emerging Markets · Latin America

The Stimulus Debate Still Rages, 5 Years On

May 16th, 2016 · Comments Off on The Stimulus Debate Still Rages, 5 Years On

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22nd Century’s Unique Cigarettes Create Growth Opportunities

May 15th, 2016 · Comments Off on 22nd Century’s Unique Cigarettes Create Growth Opportunities

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Should You Still Buy Ellie Mae?

May 13th, 2016 · Comments Off on Should You Still Buy Ellie Mae?

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Comments Off on Should You Still Buy Ellie Mae?Tags: ELLI

Kyle Bass Takes On China

May 13th, 2016 · Comments Off on Kyle Bass Takes On China

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Central Banks Can’t Fight This

May 11th, 2016 · Comments Off on Central Banks Can’t Fight This

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Comments Off on Central Banks Can’t Fight ThisTags: Monetary policy

Should China Simply Devalue?

May 11th, 2016 · Comments Off on Should China Simply Devalue?

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Comments Off on Should China Simply Devalue?Tags: China · currencies