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Entries from May 2016

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 […]

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Tags: 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 […]

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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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Tags: Economy

Argentina: And Now For The Hard Part

May 16th, 2016 · Comments Off on Argentina: And Now For The Hard Part

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Tags: 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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Tags: 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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Tags: xxii

Should You Still Buy Ellie Mae?

May 13th, 2016 · Comments Off on Should You Still Buy Ellie Mae?

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Tags: ELLI

Kyle Bass Takes On China

May 13th, 2016 · Comments Off on Kyle Bass Takes On China

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Tags: China

Central Banks Can’t Fight This

May 11th, 2016 · Comments Off on Central Banks Can’t Fight This

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Tags: Monetary policy

Should China Simply Devalue?

May 11th, 2016 · Comments Off on Should China Simply Devalue?

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Tags: China · currencies