Yes, Greece Can Be Saved Within The Euro
Greece’s membership of the eurozone seems to be an endless source of problems and crisis. However, significant lessons can be drawn from the experience to date, which can serve as […]
Goldman Sachs on Oil
Predicting problems until the end of the decade..
Greece, Democracy And The Euro Constraints
While there is some tailwind from the economy which lessen some of the economic contradictions of the eurozone, the political contradictions are still every bit as manifest. One of these […]
Cenveo Still A Buy
2014 was not a good year for our investment thesis in Cenveo, which depends on something of a virtuous cycle of operational improvements and deleverage to ensue. However, this is […]
A Tale Of Two Debts: Japan Vs. Greece | Seeking Alpha
In the financial world, often Japan running long-term public deficits is viewed as highly irresponsible while balancing the books is seen as responsible. In reality, this really all depends on […]
A Big Financial Sector Hurts Economic Growth | Seeking Alpha
There is a remarkable correlation between the size of the financial sector and the rate of productivity growth. According to the BIS, there is causation, a bigger financial sector tends […]
Liquid Natural Gas Market To Crash With Oil? | Seeking Alpha
The sudden oversupply has crashed the oil price. Since LNG pricing is tied to oil in the biggest LNG markets, this has potentially serious ramifications in that market as well. […]
Intrusion Requires Patience – Intrusion, Inc. | Seeking Alpha
Intrusion has a stable, revenue generating internet security product and a new innovative one, Savant, which could set the company on a new growth path. There are signs of this […]
OPEC Can’t Kill American Shale
OPEC is supposedly out to beat, or at least curtail the growth of American shale oil production. For a host of reasons, especially the much shorter capex cycle for shale, […]
American Shale Is The New Swing Producer
The North American shale oil revolution played a large part in the oversupply and crash of the oil market. Specialists vary widely in their predictions of where oil is headed […]