Greece: Should I Stay Or Should I Go… | Seeking Alpha
Greece faces a monumental decision whether to accept the Troika’s latest offer, embark on brinkmanship to coax a better one, or default on its debt and likely leave the eurozone. […]
For A Few Euros More | Seeking Alpha
The $2 billion difference in the positions of Greece and its creditors seems to suggest that an agreement is within reach. However, since the creditor demands have not changed in […]
Has The IMF Gone Rogue? | Seeking Alpha
Both sides on the Greek debt negotiations have made grave mistakes. Greece has been extraordinarily profligate until the financial crisis and has done too little in terms of structural reforms. […]
The Big Chinese Transformation
China aims at transforming the economy towards more domestic consumption and moving up the value chain. At the same time, China is trying to deflate a housing and credit bubble, […]
Buyback Nation | Seeking Alpha
Corporate buybacks have become one of the main drivers of stock prices and there is evidence to suggest they work. While it’s likely to be good for stock prices, many […]
Ctrip: The Unstoppable Cannonball Finally Hitting Through The Unbreakable Wall?
Chinese tourism is growing at twice the rate of GDP and within the industry, Ctrip is gaining significant market share. Still, that unstoppable cannonball has kept hitting an unmovable wall. […]
Has OPEC Gone Mad?
OPEC’s strategy to force a dramatic retreat of American shale isn’t succeeding anywhere near the scale needed for the strategy to be called a success. The cost to OPEC itself […]
Goldman’s Oil At $50 By 2020? | Seeking Alpha
Goldman Sachs argues that oil will stay low for the rest of the decade but predictions are tough, few if any saw the oil crash coming. The main argument from […]
When A Country Doesn’t Trust Its Own Currency
Argentina’s financial markets are on a tear, which might seem odd considering the basket case label often attached to it in the financial press. However, a closer look will reveal […]
Madalena Energy Sits In The Sweet Spot Of Massive Shale Resources
Argentinean shale compares well with anything in the world, and development is still in relative infancy – there is a long learning curve ahead. The unconventional resources are key in […]