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Entries from December 2016

Cliffs Natural Resources’ Stock Price Exploded In 2016 – Any Rocket Fuel Left?

December 28th, 2016 · Comments Off on Cliffs Natural Resources’ Stock Price Exploded In 2016 – Any Rocket Fuel Left?

It has been quite a ride for Cliffs Natural Resources this year. The company recovered on the back of cost cutting and a recovery in the iron ore price. It also benefited from domestic protection of the steel industry. Whether the party will continue depends mostly on China and how much of the expected Trump […]

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Tags: CLF

When Will China’s Debt Problem Detonate?

December 26th, 2016 · Comments Off on When Will China’s Debt Problem Detonate?

Chinese debt, particularly its corporate debt, has been rising explosively and now stands at unprecedented levels according to basically any metric. The magnitude is such that many expect some kind of crash. While that can’t be excluded, particularities of the Chinese financial system provide some safeguards against that happening. What is more likely is that […]

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Tags: China

Is Donald Trump Going To Spoil His Own Party?

December 23rd, 2016 · Comments Off on Is Donald Trump Going To Spoil His Own Party?

There are two sides to Trump, one good for the markets and one that might scare the markets. We saw this phenomenon most violently on election night itself. However, we don’t think this phenomenon is gone, we explain the phenomenon and show you how to profit from it. Source: Is Donald Trump Going To Spoil […]

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Tags: The Markets

OPEC Vs. Reality, Which Will Give First?

December 23rd, 2016 · Comments Off on OPEC Vs. Reality, Which Will Give First?

OPEC has shot itself dramatically in the foot with the market share based strategy two years ago, foregoing hundreds of billions in revenues. The about-face this month is more rational, but it’s very unlikely the old order is going to be restored. OPEC countries should take what they can get and use this to diversify […]

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Tags: Oil

Are The Steel Bulls Still In Charge?

December 22nd, 2016 · Comments Off on Are The Steel Bulls Still In Charge?

Steel stocks had a terrific year. The rally has been boosted by rising prices and protectionist measures in the US and EU. A possible Trump infrasstructure bonanza could provide further impetus. But there are risks from China, where there is still massive overcapacity. Are The Steel Bulls Still In Charge? – ArcelorMittal (NYSE:MT)

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Tags: Commodities · MT

Sell-Off In Ellie Mae Provides An Opportunity

December 22nd, 2016 · Comments Off on Sell-Off In Ellie Mae Provides An Opportunity

The shares of mortgage software provider Ellie Mae have sold off strongly on rising bond yields. While the shares are still anything but cheap (especially on a GAAP basis), we think the sell-off is a little overdone. It remains to be seen how far bond yields will rise, to what extent that will slow the […]

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Tags: ELLI

The Sell-Off In This REIT Is Overblown, Take Advantage

December 20th, 2016 · Comments Off on The Sell-Off In This REIT Is Overblown, Take Advantage

Here is a REIT that has two reasons of being out of favor. Rising bond yields. And fear the incoming government won’t be as friendly to alternative energy as the previous government. There are also some concerns about its REIT status. We think these concerns are a little overblown and the selloff provides a nice […]

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Tags: HASI

What Happened To The Hydrogen Economy?

December 20th, 2016 · Comments Off on What Happened To The Hydrogen Economy?

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Tags: Alternative energy

Minsky’s Financial Instability Hypothesis And The World’s Central Bankers

December 19th, 2016 · Comments Off on Minsky’s Financial Instability Hypothesis And The World’s Central Bankers

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Tags: Monetary policy

How Is That Infrastructure Bonanza Doing?

December 19th, 2016 · Comments Off on How Is That Infrastructure Bonanza Doing?

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Tags: The Markets