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Entries from January 2017

Is That A PC In Your Pocket?

January 26th, 2017 · Comments Off on Is That A PC In Your Pocket?

Microsoft finally managed to run a full version of Windows 10 on ARM-designed chips, Qualcomm’s upcoming Snapdragon 835. Windows running on Snapdragon has the potential to become a powerful combination. We investigate the markets where this combination can make a real difference. Is That A PC In Your Pocket?

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Tags: MSFT

Who Is Actually Inconsistent About Deficit Spending? Not Paul Krugman

January 26th, 2017 · Comments Off on Who Is Actually Inconsistent About Deficit Spending? Not Paul Krugman

Some argue that Paul Krugman has flip-flopped on deficit spending. Closer inspection reveals that there isn’t much in this, his supposed love for deficit spending has always been conditional on the state of the economy. One could appreciate Krugman’s underlying economic model, as this has been the best in making sense of the post-financial crisis […]

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Tags: Keynesianism · Public sector deficits and debts

Repeal And Replace Cannot Escape Basic Healthcare Trade-Offs

January 26th, 2017 · Comments Off on Repeal And Replace Cannot Escape Basic Healthcare Trade-Offs

Healthcare is the single biggest sector of the economy, and it’s also the main job creator. The US has a particularly expensive healthcare system, which negatively affects the economy in myriad ways. Because of its importance, and the complexity of the system, changes must be very well thought out in advance. Repeal And Replace Cannot […]

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Tags: Public Policy

Is JinkoSolar The Bright Spot In The Solar Industry?

January 18th, 2017 · Comments Off on Is JinkoSolar The Bright Spot In The Solar Industry?

The solar industry is once again plagued by oversupply and falling prices, affecting the whole industry. Against the backdrop of this, Jinko Solar’s management is surprisingly upbeat. We look at what drives this remarkable optimism. Is JinkoSolar The Bright Spot In The Solar Industry?

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Tags: JKS

China Throws A Wrench In The Dollar Bull Run

January 18th, 2017 · Comments Off on China Throws A Wrench In The Dollar Bull Run

The market overwhelmingly assumes a continuation of a dollar bull-run. And there are indeed sound reasons for that. However, on closer inspection, the rationale might be less solid than meets the eye, and there is ample room for surprises. China Throws A Wrench In The Dollar Bull Run

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Tags: China · currencies

How Deep Will The Solar Crash Be?

January 18th, 2017 · Comments Off on How Deep Will The Solar Crash Be?

Spot prices in solar panels have moved sharply downwards. Once again, this is causing widespread damage in the industry. We do a little survey of the market and the condition of some solar panel producers. There are a few companies which are less pessimistic and others which are well equipped to withstand the downturn. How […]

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Tags: Solar sector

Second Chance For Destiny Media Investors

January 16th, 2017 · Comments Off on Second Chance For Destiny Media Investors

Destiny Media struggled for years making a success of its streaming video solution, Clipstream. They’re now trying a new approach that holds more promise. The stock price is basically reflecting maximum market skepticism, but it isn’t reflecting improving fundamentals, intellectual property and market opportunities. We think the risks are much smaller than the potential gains, […]

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Tags: DSNY

Exciting Times At Microsoft

January 16th, 2017 · Comments Off on Exciting Times At Microsoft

Microsoft is on a roll with its cloud business and cool hardware. And there is more to come, like the HoloLens. Cracking the ability to run Windows on Snapdragon chips opens up old markets where Microsoft had already lost, as well as new markets. This is bad news for Intel, Chromebooks, and Apple. Exciting Times […]

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Tags: MSFT · Technology

The Black Swan Market

January 2nd, 2017 · Comments Off on The Black Swan Market

The markets have risen inexorably, despite numerous sizable market risks and already steep valuations. We seem to live in markets that price in all good news and ignore risks unless these actually turn real. Since that can happen with surprising speed, we give a few pointers on how to deal with this situation. The Black […]

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Tags: The Markets

Headwinds For Polaris Should Gradually Subside

January 2nd, 2017 · Comments Off on Headwinds For Polaris Should Gradually Subside

Polaris performance was stellar until they ran into some considerable headwinds. While these headwinds still persist during 2017, they should gradually ease. When that happens, the ongoing improvement programs are likely to start showing up and profits is likely to recover substantially. Headwinds For Polaris Should Gradually Subside – Polaris Industries

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Tags: PII