Why The Fed Critics Are Wrong | Seeking Alpha
The Fed is under a host of criticism for its accommodating monetary policy. We think the criticism is largely missing the mark. It’s much easier to recognize asset bubbles after […]
Debt As Far As The Eye Can See | Seeking Alpha
There is an alarming rise of public and private debt ratios in much of the world; this simply cannot continue like this. The situation is greatly complicated by low growth […]
There Is Value In InterOil – InterOil Corporation (NYSE:IOC) | Seeking Alpha
InterOil’s share price is under significant pressure because of the state of the oil and LNG markets. However, at present, neither cash flow nor a substantial part of the value […]
The One Reason Why The Fed Shouldn’t Raise Rates | Seeking Alpha
Domestically, there are some reasons for the Fed to raise rates, which we quickly survey. However, waiting a bit wouldn’t entail big risks either. If one considers the world economy […]
Bad News Really Is Bad News | Seeking Alpha
Markets have rejoiced too soon, due to old reflexes where bad news is supposed to be good news. Rallying strongly on the inevitability of more stimulus from China. But closer […]
China crisis
Funny enough, the previous article was written in September, arguing the China forex figures are the most important market indicator right now. Indeed: China is burning through cash as it […]
The One Indicator Guiding Through Market Mayhem | Seeking Alpha
In volatile, confusing times in which stocks whiplash are exactly the times when it is most needed to have some indicators summing up most of the risks. We will argue […]
This Is When The Music Really Stops | Seeking Alpha
The markets sold off on fears of a Chinese devaluation. While Chinese authorities are actually intervening on a large scale to prevent that from happening, continued success isn’t guaranteed, as […]
JinkoSolar Versus The Market – JinkoSolar Holding Co., Ltd. (NYSE:JKS) | Seeking Alpha
JinkoSolar stock price has been crushed as if fundamentals are deteriorating rapidly. Yet there is little sign of that happening. Top and bottom line beats, increased guidance by 20%, Jinko […]
Time To Get Mad? Really? | Seeking Alpha
Many people with a financial background rant at the Fed, assigning it near mythical powers and even getting angry at the Fed. We keep being bemused by this as, in […]