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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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Growth At All Cost?

February 18th, 2017 · No Comments

  • The new government has announced a wave of deregulation.
  • There is a simple reason for the increase in regulation, which is the increase in complexity of modern economies.
  • Markets are rejoicing at the prospect of deregulation, which can indeed increase growth.
  • But we should not lose sight of the fact that it can also entail unwanted side-effects which regulations often try to minimize.
  • The regulatory process is a bigger candidate for cleaning up than regulations as such as we need a pro-market policies, not pro-business policies.

Growth At All Cost?

→ No CommentsTags: Public Policy

Intel: Ready For The VR/AR Revolution?

February 18th, 2017 · No Comments

  • Many foresee a (near) future where VR/AR solutions will emerge as the next computing platform.
  • Intel has a three pronged strategy to have a meaningful presence.
  • We look how that is developing and are especially impressed with Intel’s original Project Alloy.

Intel: Ready For The VR/AR Revolution?

→ No CommentsTags: INTC

Trump Versus The Dollar, Round 2

February 18th, 2017 · No Comments

  • President Trump has argued that the dollar is too strong, and he does have a point.
  • A strong dollar is bad for US exports and corporate earnings, but there are also other ramifications.
  • The problem is, there doesn’t seem to be much he can do about it.

Trump Versus The Dollar, Round 2

→ No CommentsTags: currencies · Trump

Addressing The Right Problem, Blaming The Wrong Elite

February 8th, 2017 · No Comments

  • Some, like Ray Dalio, argue that the rise of populism has become the biggest threat to the markets.
  • Many agree, populists very much included, that a rise in inequality and stagnating wages have been the main impetus for that rise.
  • Where views differ is what has caused that and who have been the main beneficiaries.

Addressing The Right Problem, Blaming The Wrong Elite

→ No CommentsTags: Corporate governance · Politics

Is Shareholder Capitalism Actually Good For Shareholders?

February 8th, 2017 · No Comments

  • Since the late 1970s, the concept that firms exist exclusively for creating shareholder value has gained track and it is now firmly anchored by a host of institutions.
  • While it helped boost company profits, it hasn’t led to shared prosperity as there are some negative economic side effects.
  • Most notably though is that the biggest gains have gone to executives which shareholder capitalism were supposed to discipline.

Is Shareholder Capitalism Actually Good For Shareholders? | Seeking Alpha

→ No CommentsTags: Corporate governance

Could Investors Face A Death Spiral In Oil?

February 6th, 2017 · No Comments

  • The oil industry is rejoicing the OPEC agreement and the upcoming Trump liberation of US fossil fuels.
  • However, there are strong undercurrents which are not particularly favorable for the industry.
  • Not everybody in the oil world seems to be prepared for some of these changes.

Could Investors Face A Death Spiral In Oil?

→ No CommentsTags: Oil

The Reflation Trade Is Coming To An End

February 6th, 2017 · No Comments

  • Reflation efforts in the wake of the 2008 financial crisis have been successful in keeping economies from slumping into depression, apart from some eurozone countries.
  • But these reflation efforts have been running into diminishing returns almost everywhere, and are now running on their last legs.
  • The question is, can we make an orderly transition, or will it be a disorderly one?

The Reflation Trade Is Coming To An End

→ No CommentsTags: The Markets

Trump’s Energy Blitz

February 4th, 2017 · Comments Off on Trump’s Energy Blitz

  • The incoming Trump government looks set on making considerable changes in US energy policy.
  • The main planks look to be substantial deregulation and a shift in emphasis towards fossil fuels.
  • We look at the likely effects of these policy changes on energy markets.
  • We’ll also highlight some little reported downsides.

Trump’s Energy Blitz

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Criteo, The Little Known Online Advertising Engine Gem

February 4th, 2017 · Comments Off on Criteo, The Little Known Online Advertising Engine Gem

  • This company has built an impressive online advertisement engine which works differently than many others.
  • It’s actually the leader in performance-based ads. Recent innovations and acquisitions offer good ways to leverage its already leading position.
  • Despite impressive financial performance, its shares are still below the all-time highs set a year and a half ago.
  • There are some risks investors should consider though.

Criteo, The Little Known Online Advertising Engine Gem

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Is That A PC In Your Pocket?

January 26th, 2017 · Comments Off on Is That A PC In Your Pocket?

  • Microsoft finally managed to run a full version of Windows 10 on ARM-designed chips, Qualcomm’s upcoming Snapdragon 835.
  • Windows running on Snapdragon has the potential to become a powerful combination.
  • We investigate the markets where this combination can make a real difference.

Is That A PC In Your Pocket?

Comments Off on Is That A PC In Your Pocket?Tags: MSFT