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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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Here Is Why Stocks Went Up, But Will It Last?

August 25th, 2016 · No Comments

  • We discuss some reasons why we had such a sharp rally after the initial shock of the surprising British referendum subsided.
  • Some of these reasons make considerable sense, like the lower bond yields.
  • But we think the euphoria won’t last too long, the uncertainty about Brexit is already doing damage in an very fragile world economy.

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Here Is Why Stocks Went Up, But Will It Last?

→ No CommentsTags: The Markets

There Will Be No Brexit

August 25th, 2016 · No Comments

  • The UK voters have been conned, the costs of Brexit are prohibitive.
  • They will either have to vote again (either in a new referendum or a general election) or there will be a ‘Brexit light’.
  • The latter option will make a mockery of the promises to Brexit voters, but it will limit the economic dangers.
  • Still, the saga has increased the risks in the world economy, especially in the EU.

There Will Be No Brexit

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We Didn’t Panic. We Just Sold Everything

August 24th, 2016 · No Comments

  • Stocks were fully valued, so upside was limited.
  • Brexit in and of itself won’t lead to a market crash, let alone an immediate one.
  • However, there are so many cracks and fissures in the world economy that the risks have increased significantly, and cash is king in this environment.

We Didn’t Panic. We Just Sold Everything

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Himax Has Unique Growth Opportunities In Virtual Reality

August 24th, 2016 · No Comments

  • With virtual and augmented reality markets about to take off, Himax will be a main beneficiary, based on its strong LCOS microdisplay product winning many of the VR/AR customers.
  • The timing of this take off is uncertain. However, the downward risk in the stock is limited as the company is well positioned in other growth markets.
  • So we like the risk-reward here as the company isn’t very expensive and has a healthy balance sheet. It even pays a dividend.

Himax Has Unique Growth Opportunities In Virtual Reality

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Madalena Energy Is Very Promising, But Needs Financing

August 23rd, 2016 · No Comments

  • Madalena (MVN.V) sits on prime acreage in the middle of Argentinean shale, one of the most promising shale resources in the world.
  • Yet despite a new, more business friendly government in Argentina and energy prices well above world market prices, the shares have declined significantly.
  • The problem is, in one word, financing. But when that gets sorted out the shares have significant upside longer-term.

Madalena Energy Is Very Promising, But Needs Financing

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How To Prevent The Next Asset Bubble

August 23rd, 2016 · No Comments

  • Some blame the government and the Fed for the housing bubble that led to the financial crisis.
  • As a remedy, they want to abolish government regulation and force the Fed on tight monetary policy.
  • A careful look at history and the experience of other countries shows that this gets it backwards.
  • Perhaps these lessons could enlighten us to get it right the next time.

How To Prevent The Next Asset Bubble

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The Fed Did It Again!

August 22nd, 2016 · No Comments

  • There is a cottage industry blaming the Fed for everything that goes wrong in financial markets and the economy.
  • Most of these argue that the Fed’s easy money was the cause of the crisis but some argue it was actually tight money that caused it all.
  • While we feel both views are deeply mistaken but the latter is simply factually wrong and that’s not difficult to demonstrate.

The Fed Did It Again!

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Markets Are Way Too Relaxed About Brexit

August 22nd, 2016 · No Comments

  • Despite an earnings recession, markets are almost at record highs.
  • Two weeks from the Brexit vote, this seems too relaxed to us.
  • We’ll describe the risks and ways of protection.

Markets Are Way Too Relaxed About Brexit

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Booming Holland

August 20th, 2016 · No Comments

  • Yes, it is possible to grow inside the eurozone; the Netherlands and a few others are doing it, despite the doom and gloom.
  • A closer look reveals significant problems, but also offers solutions.
  • The Dutch ETF isn’t profiting from these positive developments much, for obvious reasons.

Booming Holland – iShares MSCI Netherlands ETF (NYSEARCA:EWN)

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Solar Stocks Are Misbehaving

August 20th, 2016 · No Comments

  • Solar stocks are not behaving well, even of those like Jinko Solar who post stellar results.
  • This has gotten us worried, could there be another solar slump around the corner?
  • We start by looking at valuations, as many argue solar stocks are cheap.

Solar Stocks Are Misbehaving

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