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Entries from January 2015

Intrusion Has A Very Favorable Risk/Reward Ratio

January 24th, 2015 · Comments Off on Intrusion Has A Very Favorable Risk/Reward Ratio

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 […]

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Tags: INTZ

Sunny Side Up?

January 24th, 2015 · Comments Off on Sunny Side Up?

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

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Tags: The Markets

Right-Wing Keynesianism?

January 22nd, 2015 · Comments Off on Right-Wing Keynesianism?

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 […]

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Tags: Economic Policy

It’s Too Early To Write The Obituary Of Abeconomics

January 22nd, 2015 · Comments Off on It’s Too Early To Write The Obituary Of Abeconomics

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 […]

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Tags: Japan

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

January 18th, 2015 · Comments Off on The Top 20% Of US Earners Pay For All Transfer And Government

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 […]

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Tags: Inequality

Euro Exit Plans Exist!

January 18th, 2015 · Comments Off on Euro Exit Plans Exist!

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 […]

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Tags: Eurocrisis

Is Deflation Caused by Tax Hikes?

January 14th, 2015 · Comments Off on Is Deflation Caused by Tax Hikes?

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 […]

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Tags: Voodoo economics

Is Germany Wrecking the Eurozone?

January 14th, 2015 · Comments Off on Is Germany Wrecking the Eurozone?

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. […]

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Tags: Eurocrisis