Hard Money, Soft Money and Asset Bubbles
Should we raise interest rates to curb possible asset price bubbles? Answers depend on who you ask. “Hard money” people say yes, “soft money” people say no. So we’ll look […]
Should we raise interest rates to curb possible asset price bubbles? Answers depend on who you ask. “Hard money” people say yes, “soft money” people say no. So we’ll look […]
Sphere 3D promises it has a revolutionary product with the Glassware 2.0 virtualization platform. The acquisition of Overland could provide it with the critical mass to propel this product into […]
While the market indexes are holding up, many stocks are in bear market territory. We think some of the stocks that have been sold off heavily are due for a […]
Many in finance argue that the Fed policies are deeply mistaken and that the Fed is cohorting with Wall Street. The paradox is that these are some of the same […]
Oil majors face serious challenges, for decades, resource nationalization has kept them out of many of the cheapest fields. They’re struggling to replace existing reserves and production with new reserves […]
Poland, greatly helped by EU membership, has been an economic success story. The economic success is insufficiently priced into equity values, which are historically cheap. Some short-term risk remains due […]
Paul Mueller has achieved substantial operational and balance sheet improvements, a notable turnaround that deserves much more attention. The shares are still very cheap – a return to 2007 highs […]