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New Model Portfolio

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

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The U.S. Needs A Supply Revolution

June 19th, 2016 · No Comments

  • An increased regulatory burden is often blamed for the slowdown of US growth and decreasing economic dynamism.
  • Much of this is simply the result of an increasing complexity of modern economic life.
  • However, that doesn’t mean there are no problems with regulation, especially where they seem to favor large incumbents in markets who use the regulatory process to keep others out.

The U.S. Needs A Supply Revolution | Seeking Alpha

→ No CommentsTags: Economic Policy · Reform Capitalism

Secular Profit Rise, Cyclical Profit Downturn

June 19th, 2016 · No Comments

  • There has been a substantial shift of income from wages to profits.
  • This has been an important part of secular stagnation and has been a drag on economic growth.
  • Cyclical forces are now consipring to reverse at least some of this, which is good news for the economy, but less so for investors.

Secular Profit Rise, Cyclical Profit Downturn | Seeking Alpha

→ No CommentsTags: Solar sector

It Is Actually Surprisingly Easy To Cure Secular Stagnation

June 5th, 2016 · Comments Off on It Is Actually Surprisingly Easy To Cure Secular Stagnation

  • Secular stagnation means lower growth produced by excess savings over investment.
  • We think the main source for this savings glut is the corporate world, which sitting on record amounts of cash and enjoys record profitability.
  • Rather than investing, these profits are either accumulated or dealt out to executives and shareholders, adding to the savings glut.
  • There is a fairly simple solution available, it’s actually staring us in the face.

It Is Actually Surprisingly Easy To Cure Secular Stagnation | Seeking Alpha

Comments Off on It Is Actually Surprisingly Easy To Cure Secular StagnationTags: Secular Stagnation

Time To Fire Up Japanese Helicopters

June 5th, 2016 · Comments Off on Time To Fire Up Japanese Helicopters

  • Japan hasn’t been able to break the debt-deflationary cycle that has plagued its economy for over two decades.
  • Monetary policy isn’t likely to achieve it either.
  • It’s time for bolder experiments, a fiscal package directly financed by the central bank.
  • While not without risk, the risk of doing nothing shouldn’t be underestimated either.

Time To Fire Up Japanese Helicopters | Seeking Alpha

Comments Off on Time To Fire Up Japanese HelicoptersTags: Japan

A Worrying Artificial Bubble In Earnings

May 29th, 2016 · Comments Off on A Worrying Artificial Bubble In Earnings

  • 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

Comments Off on A Worrying Artificial Bubble In EarningsTags: Reform Capitalism · The Markets

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

May 29th, 2016 · Comments Off on Is That Italian Time Bomb Under The World Economy Still Ticking?

  • 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

Comments Off on Is That Italian Time Bomb Under The World Economy Still Ticking?Tags: Public sector deficits and debts

Inflation Is Now Our Friend

May 18th, 2016 · Comments Off on Inflation Is Now Our Friend

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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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Comments Off on The Stimulus Debate Still Rages, 5 Years OnTags: Fiscal policy

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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