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New Model Portfolio

September 12th, 2014 · Comments Off

And trades, check it out here

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Intrusion Has A Very Favorable Risk/Reward Ratio

January 24th, 2015 · No Comments

  • The cyber security market represents a big growth opportunity for a small player like Intrusion, especially for its new Savant product dealing with advanced persistent threats.
  • In the previous quarter, Savant beat a big competitor for an order, and the customer enthusiasm has led their big reseller to greatly expand sales efforts.
  • While this has not yet led to a dramatic increase in sales, the opportunity is certainly there. The risk are rather manageable, with the company being in good financial health.

Intrusion Has A Very Favorable Risk/Reward Ratio – Intrusion, Inc. | Seeking Alpha

→ No CommentsTags: INTZ

Sunny Side Up?

January 24th, 2015 · No Comments

  • Markets have shrugged off the October fall and exploded higher to set new records daily.
  • But equity valuations are stretched providing the dry timber that only needs igniting.
  • Sparks could fly to set fire to valuations from a host of situations, including the eurozone, Russia, and Ukraine.

Sunny Side Up? | Seeking Alpha

→ No CommentsTags: The Markets

Right-Wing Keynesianism?

January 22nd, 2015 · No Comments

  • Many on the political right associate Keynesianism with big government and loose monetary policies.
  • This is unfortunate, as Keynesianism offers a good framework for analysis of an economy suffering from general demand deficiencies.
  • This framework has been very accurate in describing the post 2008 economic situation.
  • And perceived “left-wing” solutions aren’t written in stone, solutions to demand problems that are more palatable to those on the right are available.

Right-Wing Keynesianism? | Seeking Alpha

→ No CommentsTags: Economic Policy

It’s Too Early To Write The Obituary Of Abeconomics

January 22nd, 2015 · No Comments

  • Some argue that Abeconomics alredy failed (after less than two years) and make it a showcase of failed Keynesianism. It’s too early to draw conclusions though.
  • It’s funny, because what (temparary?) derailed Abeconomics was a tax hike, under the Japanese economic circumstances the very antithesis of Keynesian policy.
  • We should also remind people that Abeconomics was inspired by Japanese policies in the 1930s, which successfully got Japan out of a similar slump.

It’s Way Too Early To Write The Obituary Of Abeconomics | Seeking Alpha

→ No CommentsTags: Japan

The Top 20% Of US Earners Pay For All Transfer And Government

January 18th, 2015 · No Comments

  • The bottom 60% of the US income distribution receives more in transfer payments than it pays in taxes.
  • The top 20% pay for virtually all government and transfer payments, testifying to great “government inequality”.
  • Yet, a relevant question is which has a greater economic impact, “government inequality” or market inequality?

The Top 20% Of US Earners Pay For All Transfer And Government | Seeking Alpha

→ No CommentsTags: Inequality

Euro Exit Plans Exist!

January 18th, 2015 · No Comments

  • The euro can be broken up after all, authorities admit.
  • While the break-up cost would be very big (depending on how it’s handled), the euro in its present form is clearly dysfunctional.
  • The implications for europositions right now are not clear cut, it would entirely depend on how the euro is broken up.

Euro Exit Plans Exist! | Seeking Alpha

→ No CommentsTags: Eurocrisis

Is Deflation Caused by Tax Hikes?

January 14th, 2015 · Comments Off

  • Japan’s tax hike, just as in 1997, again sunk the economy, at least temporarily.
  • However, some argue that it’s also responsible for the Japanese deflation, which is a rather odd position to take.
  • We would lay off buying Japanese shares for now, until the economic picture improves and/or the yen resumes its fall.

Deflation Caused By Tax Hikes? | Seeking Alpha

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Is Germany Wrecking the Eurozone?

January 14th, 2015 · Comments Off

  • While Germany has put itself on the line for rescue packages of fellow eurozone countries, and it emphasizes the importance of structural reforms, it’s role isn’t benign.
  • By undercutting wage growth in the previous decade, leading to an enormous current account surplus, and failing to reflate it makes life for the peripheral countries unbearably hard.
  • The upshot is that we think it is quite realistic to expect the eurozone to succumb to its internal contradictions and different policy preferences.

The Ways In Which Germany Is Wrecking The Eurozone | Seeking Alpha

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Japanese Shares Still Worth Considering?

December 31st, 2014 · Comments Off

  • The Bank of Japan provided another shot of monetary stimulus, surprising markets all around.
  • We think that under the conditions, they didn’t have much choice, there isn’t any clear alternative.
  • We could learn from history, in the 1930s both the US and Japan beat the depression, only to shoot themselves in the foot. The April sales tax hike was similarly.
  • While Japanese markets might have to digest a one-day 5% jump, renewed conviction in Abeconomics will likely produce more gains, as well as a falling currency.

Japanese Shares Still Worth Considering? | Seeking Alpha

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Fooled By The Fed, Again?!

December 31st, 2014 · Comments Off

  • After a steep fall, financial markets have once again bolted higher.
  • According to some, this rebound was caused by some comments from Fed officials.
  • But isn’t it curious that a mere whisper from some Fed official can turn around financial markets to the tune of trillions of dollars.
  • Especially for those that tout the robust self-stabilizing nature of markets and the inability of policymakers to fine (or even broad)-tune the business cycle?

Fooled By The Fed, Again?! | Seeking Alpha

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