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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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The Hurdles To Higher Economic Growth

March 15th, 2017 · No Comments

  • Stocks are pricing in a considerable amount of higher economic growth.
  • However, there are a number of barriers that make it difficult to meaningfully achieve higher economic growth in the US.
  • We go through some of these, most notably the labor market and the risks of higher inflation.

The Hurdles To Higher Economic Growth | Seeking Alpha

→ No CommentsTags: Economy

Turning The U.S. Into Germany

March 15th, 2017 · No Comments

  • The US experienced something of a populist revolution, people are unhappy with the economy, among other things.
  • While Bernie Sanders wanted to change the US into Denmark, it’s less clear what economic model Trump admires.
  • From his trade adviser Peter Navarro we gather that it could be Germany. Can the US be turned into Germany? If so, how?
  • Would this be good or bad for investors?

Turning The U.S. Into Germany | Seeking Alpha

→ No CommentsTags: Economy

Intel’s Adventures In The Internet Of Things

March 15th, 2017 · No Comments

  • Shares of Intel are plagued by worries about growth. To some extent, these worries are overblown.
  • Intel even managed growth in a declining PC market.
  • And they have plenty of growth sectors to invest in, like the Internet of Things, which also drives growth for many of their core products.
  • The downside is that this is still a small part of revenue requiring heavy investment and generating margin concerns.

Intel’s Adventures In The Internet Of Things

→ No CommentsTags: INTC

Shares Expect Too Much From A Trump Reflation Already

March 11th, 2017 · Comments Off on Shares Expect Too Much From A Trump Reflation Already

  • The Trump reflation package is liable to disappoint in terms of reviving business investment and growth.
  • It is also liable to create a hole in public finances, and likely remedies like a border tax could hobble growth more.
  • Equity markets seem oblivious to this, which might continue for a while but reality has a habit of exerting itself

Shares Expect Too Much From A Trump Reflation Already | Seeking Alpha

Comments Off on Shares Expect Too Much From A Trump Reflation AlreadyTags: The Markets · Trump

Ellie Mae Remains A Good Company That’s Terrifically Valued

March 11th, 2017 · Comments Off on Ellie Mae Remains A Good Company That’s Terrifically Valued

  • Shares of Ellie Mae sold off after the Trump victory as people feared higher mortgage rates would cut their growth.
  • But the company has demonstrated before that they can grow even with headwinds from the market, so the worries were overblown.
  • They are also investing to service even more of the mortgage origination market; this remains a terrific company with a winning platform.

Ellie Mae Remains A Good Company That’s Terrifically Valued

Comments Off on Ellie Mae Remains A Good Company That’s Terrifically ValuedTags: ELLI

Trade The Trump Popularity Index

March 11th, 2017 · Comments Off on Trade The Trump Popularity Index

  • There seem to be two Trump’s, one that’s good for markets and one that’s bad for markets.
  • Investors find it difficult to make sense of this which is adding to a sense of uncertainty and wildly different assessments.
  • There are a few ways to trade this though.

Trade The Trump Popularity Index | Seeking Alpha

Comments Off on Trade The Trump Popularity IndexTags: The Markets · Trade · Trump

Will Italy’s Lost Decades End With A Bang?

March 3rd, 2017 · Comments Off on Will Italy’s Lost Decades End With A Bang?

  • Italy’s economy isn’t expected to return to its 2007 output level until the mid 2020s.
  • While Italy would benefit from an Italian Margaret Thatcher, there are few good options left to save its economy.
  • Not even leaving the euro, now openly discussed, is without problems.
  • Meanwhile, debt and banking problems persist and the risks abound.

Will Italy’s Lost Decades End With A Bang? | Seeking Alpha

Comments Off on Will Italy’s Lost Decades End With A Bang?Tags: Eurocrisis · Italy

If You Kick The Can Long Enough, It Becomes A Bomb

March 3rd, 2017 · Comments Off on If You Kick The Can Long Enough, It Becomes A Bomb

  • Greek debt is simply unsustainable, even the IMF says so.
  • The only way to have a chance of defusing this time bomb is to exchange debt relief for the IMF reform program but politics and discord are preventing this.
  • There is a toxic mix brewing with other countries on the brink and looming political instability and discord within the ECB.

If You Kick The Can Long Enough, It Becomes A Bomb | Seeking Alpha

Comments Off on If You Kick The Can Long Enough, It Becomes A BombTags: Eurocrisis

Is Intel Forfeiting Its Process Leadership?

March 1st, 2017 · Comments Off on Is Intel Forfeiting Its Process Leadership?

  • Intel’s process lead is the most important variable that underpins almost everything at Intel.
  • There are signs that Intel is slowly losing that advantage.
  • While we think these concerns are a little premature, the development of its foundry business actually provides some reasons for concern.

Is Intel Forfeiting Its Process Leadership?

Comments Off on Is Intel Forfeiting Its Process Leadership?Tags: INTC

The Trump Administration’s Trade Philosophy Is A Threat To Stocks

March 1st, 2017 · Comments Off on The Trump Administration’s Trade Philosophy Is A Threat To Stocks

  • Capitalism is creative destruction, international trade isn’t any different. Singling it out as the one cause of destruction doesn’t make sense.
  • It is also factually incorrect, trade isn’t responsible for the bulk of US manufacturing job losses.
  • Focusing on trade, with a deeply flawed underlying logic, risks undermining the global economic order and achieving the opposite of intentions.

The Trump Administration’s Trade Philosophy Is A Threat To Stocks

Comments Off on The Trump Administration’s Trade Philosophy Is A Threat To StocksTags: Public Policy · Trump