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 […]
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 […]
Capitalism For The Masses | Seeking Alpha
Twitter’s CEO gave away a third of his shares to employees. Rather than depending on the altruism of CEOs, wider share ownership should be institutionalized. This will have benefits at […]
Ellie Mae Does It Again – Ellie Mae, Inc. (NYSE:ELLI) | Seeking Alpha
Ellie Mae streamlines and automates the mortgage origination market for ever more clients. The company has a habit of beating estimates and increasing guidance, and it didn’t disappoint in Q3. […]
Trouble In Portugal | Seeking Alpha
Just like Greece before it, Portugal is running into the economic and political constraints of being a eurozone member. A political crisis looms as the Portuguese president has refused to […]
European Dream Turns Into A Nightmare | Seeking Alpha
While the eurozone basks in a cyclical upturn boosted by a surprisingly aggressive ECB, cheap oil and a cheap euro, fundamentally things are rather bad. The upturn is not strong […]
China To Save The World Economy? | Seeking Alpha
The old China growth model based on capital formation and exports is running on empty. So China is transitioning to a model that is more based on consumer demand. While […]
Can The Battle Between Shorts And Longs On Sphere 3D Be Settled Once And For All? – Sphere 3D Corp. (NASDAQ:ANY) | Seeking Alpha
Sphere 3D is a battleground stock between investors with firm convictions on both the long and the short side. Many of the developments are interpreted rather differently by both sides. […]
ZeroHedge Throws Austrian Economics Under The Bus | Seeking Alpha
The best general explanation for the weak world economy is an excess of savings over investment; weak business investment is a crucial part of this. Austrian economics has difficulties explaining […]
Something Is Indeed Terribly Wrong | Seeking Alpha
Many wonder how all the central bank unconventional policies have achieved so little and argue that there must be something terribly wrong as a result. Indeed, the fear is that […]