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New Model Portfolio

September 12th, 2014 · Comments Off

And trades, check it out here

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Currency Debasement?

November 27th, 2014 · No Comments

  • Real rates have declined almost everywhere in the developed world, the savings glut doesn’t turn into an investment glut.
  • The result is excess capacity, slow growth and underperforming economies. How can this be turned around?
  • If desired savings and investment can equate only at deeply negative real rate, higher inflation targets are one logical solution to get there, but not one without cost or risk.
  • One of the risk is that we’ll finally get the long predicted currency debasement.

Currency Debasement | Seeking Alpha

→ No CommentsTags: currencies · Economics

Jananese Shares are Still a Buy

November 27th, 2014 · No Comments

  • We think that Japanese shares are still attractive, for a number of reasons.
  • They are not expensive, haven’t done much this year, profits are good, big institutions are buying and the government is hell bent of getting Japan out of its deflationary funk.
  • The main risk to us is that the recent tax hike might have done more damage to the reflationary effort than first hoped.

Japanese Shares Are Still A Buy | Seeking Alpha

→ No CommentsTags: Japan

Envy Has Got Nothing To Do With It

November 26th, 2014 · No Comments

  • Evidence is mounting that rising inequality is producing negative economic effects.
  • These effects range from producing insufficient demand, financial instability, a decline in societal cohesion, trust and upward mobility.
  • Those who are worried by these developments are not necessarily motivated by envy, nor do they want to abolish capitalism.
  • What is necessary is a dispassionate cost-benefit analysis of the rise in inequality, which is what we’ll try below.

Envy Has Got Nothing To Do With It | Seeking Alpha

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22nd Century: Cigarettes Without Nicotine, How Much Are They Worth?

November 26th, 2014 · No Comments

  • 22nd Century Group owns unique IP that enables it to produce cigarettes with low or very low nicotine levels.
  • It is now allowed to sell these in the US under the Master Settlement Agreement, so domestic sales will start. The first distribution deal is already in place.
  • The company also has significant opportunities overseas via sales, joint ventures and license agreements.
  • Over time, regulatory changes will likely enable the company to exploit its capabilities more, but this will take time.

22nd Century: Cigarettes Without Nicotine, How Much Are They Worth? – (XXII) | Seeking Alpha

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From Value Creation To Value Extraction

October 12th, 2014 · Comments Off

  • When the SEC greatly facilitated corporate share buybacks and executive pay was tied to the stock price, the elements were in place for management to game the system.
  • Stock markets became vehicles for massive extraction, rather than funding, of corporations as these embarked on enormous share buybacks which boosted share prices and executive compensation.
  • While this has been the major fuel behind an epic stock market rally, the system isn’t without significant cost.

From Value Creation To Value Extraction | Seeking Alpha

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Are Central Banks Responsible For Asset Bubbles?

October 12th, 2014 · Comments Off

  • Many assume central banks are the main culprit for creating asset bubbles by running too loose monetary policy.
  • However, central banks are not in control of longer-term interest rates and these have been on a downward trajectory for a couple of decades. We look at what’s behind this.
  • The fact that central banks aren’t the main culprit creating asset bubbles doesn’t mean they are helpless in preventing (or at least moderating) them.
  • But that comes at a significant cost which so far few central banks are willing to assume.

What If Central Banks Aren’t Responsible For Asset Bubbles? | Seeking Alpha

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Japan’s Lost Decades Revisited

October 12th, 2014 · Comments Off

  • Japan’s experiment with Abeconomics remains widely misunderstood.
  • It is modelled on an earlier successful Japanese reflation attempt in the 1930s.
  • Since the eurozone is plagued by similar ills which threaten the stability of the world economy, the experiment has special relevance here.

Japan’s Lost Decades Revisited | Seeking Alpha

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Protected: Research Report Solazyme

September 29th, 2014 · Comments Off

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Protected: New Research Report 22nd Century Group

September 28th, 2014 · Comments Off

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