Japanese Shares Still Worth Considering?
The Bank of Japan provided another shot of monetary stimulus, surprising markets all around. We think that under the conditions, they didn’t have much choice, there isn’t any clear alternative. […]
Fooled By The Fed, Again?!
After a steep fall, financial markets have once again bolted higher. According to some, this rebound was caused by some comments from Fed officials. But isn’t it curious that a […]
After The Veil Of QE Is Lifted…
There are many critics of QE, and indeed it does have limited real effects and produces some risks. However, now that the veil of QE is being lifted, what is […]
Deflation, Rather Than Inflation Was Always The Bigger Risk
In 2010, a host of people wrote an open letter to the Fed warning against the inflationary risks of unconventional monetary policy. Recently it turned out that none of these […]
Europe Is Coming Apart
While it seemed like the ECB had saved the eurozone from imploding a few years ago with Draghi’s “whatever it takes,” underneath, tensions have remained. While there are some small […]
Falling Oil Price And Energy Stocks
Falling oil prices have decimated energy stocks. For some, like those producing shale oil, this seems warranted as lower oil price is a direct threat to the viability of many. […]
Secular Stagnation In… Germany?
Germany has been held up by many as an economic success story and a recipe for others to follow. But the success is faltering of late, producing a raft of […]
Cenveo Share Price Slide Isn’t Warranted
Shares in Cenveo slid lower from $3.80 in July to $2.40 now, almost in a straight decline, taking the shares into deeply oversold levels. We couldn’t find many reasons for […]
Germany’s Eurozone Recipe
Germany has been the lone economic success story in the eurozone, but should other eurozone countries follow the German model? It’s invariably argued that the German success is based on […]
To Raise Or Not To Raise…
A primer on the arguments pro and contra tightening monetary policy. Those who are in favor fear asset bubbles, rising wages and want to protect income from savers. Those who […]