Secular Stagnation and Asset Prices
There is a lot of confusion what secular stagnation really means; here is a quick introduction and scheme. We look at what impact secular stagnation has on asset prices. Secular […]
Keynesian versus supply-side economics
In the battle of economic ideas, one that has been raging for nearly four decades is that between supply-siders and Keynesians. While we think some supply-side measures can be useful, […]
Phoenix Media (FENG) shares are undervalued
The shares sold off after Q2 figures but we only see healthy growth. Debt free, solid growth, quality media reputation and close ties to one of the best media brands […]
Bond markets versus Peter Schiff
Some market observers like Peter Schiff have warned us that many markets and even the whole economy are kept up by asset purchases by the Fed. So we should expect […]
SunPower shares are still very attractive
SunPower shares have been on a tear the last couple of years. Shares supported by significant competitive advantage, innovations, strong market growth and stable ASPs. The shares have sold off […]
Is the Fed falling behind the curve?
The nature of the 2008/9 crisis was different from previous crisis, and the nature of the recovery also differed. Apart from explaining the tepid nature of the recovery itself, it […]
Ellie Mae breaks out of multi-year resistance
Shares in Ellie Mae (ELLI) have finally broken out from multi-year resistance. This on stellar results in a very difficult market. The company is very well positioned to profit even […]
Sell the euro
The eurozone is stuck into low or even negative growth on the border of deflation. Yet the ECB balance sheet has shrunk, this will not last as the risks are […]
Panic selling in Destiny overdone
With the introduction of the security pack, Destiny’s streaming media solution is finally ready for launch in the first out of two dozen verticals. Other problems, like a work around […]
Panic selling turns into panic buying in Sphere 3D
Shares in Sphere 3D sold off on valuation concerns. While these valuation concerns are justified, they’re also one-sided and backward looking and susceptible to surprises. One such surprise arrived on […]