shareholdersunite.com

Opportunities in smallcaps

shareholdersunite.com header image 4

Entries from January 2016

Lessons From The Eurozone | Seeking Alpha

January 15th, 2016 · Comments Off on Lessons From The Eurozone | Seeking Alpha

A consensus is emerging on what has been plaguing the eurozone. This can be summed up as “It’s the euro, stupid.” Here are the main lessons from the protracted crisis, and we see little room for improvement. Source: Lessons From The Eurozone | Seeking Alpha

[Read more →]

Tags: Eurocrisis

Morning In Argentina? | Seeking Alpha

January 15th, 2016 · Comments Off on Morning In Argentina? | Seeking Alpha

End of an era in Argentina. But will this mean a new economic awakening? The challenges are many. Are there interesting investments that can play on the political change? Source: Morning In Argentina? | Seeking Alpha

[Read more →]

Tags: Emerging Markets

January 2016

January 14th, 2016 · Comments Off on January 2016

At the moment, the markets are up 1.7% while the VIX is only down 4%, this suggests to us that there will be more selling to come, usually with such a market move, the VIX is down by double digits.. Source: January 2016

[Read more →]

Tags: The Markets

January 2016

January 14th, 2016 · Comments Off on January 2016

Let us recapitulate why we just bought JKS: It’s the market leader in China China has just committed to the Paris climate deal China has a terrible pollution problem in many of its cities Solar energy is only getting cheaper, so does energy storage, and combined this seems to be the future of electricity generation […]

[Read more →]

Tags: Uncategorized

Can The U.S. Escape Japanification? | Seeking Alpha

January 14th, 2016 · Comments Off on Can The U.S. Escape Japanification? | Seeking Alpha

Each part of the advanced regions is suffering from rather similar phenomena: sup-par growth, very low inflation, and record low interest rates. However, on closer inspection the main reasons behind this vary in each region; each suffers from its own version of secular stagnation. The U.S. has weathered this post-2008 blues the best by far, […]

[Read more →]

Tags: Secular Stagnation

Greenspan: More And More People Producing Less And Less | Seeking Alpha

January 14th, 2016 · Comments Off on Greenspan: More And More People Producing Less And Less | Seeking Alpha

Alan Greenspan is worried that the rise in entitlement spending is eating up savings and therefore reduce business investment. While the rise in entitlements is real, this is mostly a demographic and healthcare cost issue, and the US is better placed than most advanced nations to tackle these. Worries that it affects savings and business […]

[Read more →]

Tags: Economy

January 2016

January 13th, 2016 · Comments Off on January 2016

Disappointing selloff after better than expected Chinese export data. Not so hard to see what’s coming next.. Source: January 2016

[Read more →]

Tags: The Markets

January 2016

January 13th, 2016 · Comments Off on January 2016

We explained (in detail here) how Germany is profiting doubly by locking in competitiveness advantage Gaining 20-30% competitiveness vis-a-vis the peripheral countries in the first decade, now locked in because the latter can’t devalue versus Germany The resulting eurocrisis as the peripheral countries try to win back competitiveness through internal devaluation prompting the ECB to […]

[Read more →]

Tags: Car Market

January 2016

January 13th, 2016 · Comments Off on January 2016

Bit of a bounce in the market, but for how long. What to look out for? Soft data out of China Declining onshore yuan fix Increasing spread between onshore and offshore (Hong Kong) yuan Further oil price decline Source: January 2016

[Read more →]

Tags: The Markets

Chinese Currency Manipulation? | Seeking Alpha

January 13th, 2016 · Comments Off on Chinese Currency Manipulation? | Seeking Alpha

It is an article of faith in some quarters that China manipulates its currency to gain an unfair advantage. China indeed does ‘manipulate’ its currency in the sense that it intervenes heavily in the foreign exchange markets. However, the objectives and effects are quite different from what those who accuse China of currency manipulation argue. […]

[Read more →]

Tags: China · currencies