Is Shareholder Capitalism Actually Good For Shareholders?
Since the late 1970s, the concept that firms exist exclusively for creating shareholder value has gained track and it is now firmly anchored by a host of institutions. While it […]
Could Investors Face A Death Spiral In Oil?
The oil industry is rejoicing the OPEC agreement and the upcoming Trump liberation of US fossil fuels. However, there are strong undercurrents which are not particularly favorable for the industry. […]
The Reflation Trade Is Coming To An End
Reflation efforts in the wake of the 2008 financial crisis have been successful in keeping economies from slumping into depression, apart from some eurozone countries. But these reflation efforts have […]
Trump’s Energy Blitz
The incoming Trump government looks set on making considerable changes in US energy policy. The main planks look to be substantial deregulation and a shift in emphasis towards fossil fuels. […]
Criteo, The Little Known Online Advertising Engine Gem
This company has built an impressive online advertisement engine which works differently than many others. It’s actually the leader in performance-based ads. Recent innovations and acquisitions offer good ways to […]
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. […]
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 […]
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 […]
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 […]
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 […]