Well, it’s the time of the year when many Seeking Alpha contributors are putting out their best stock ideas for the coming year, so we’re joining in here, because we […]
Remarkable stories from the web in a new, easier format.
Bank of England Governor Mark Carney has warned that the global financial crisis is rotating from West to East, with shadow banking excesses in emerging markets now posing the biggest […]
Remarkable stories from the web in a new, easier format.
We never fully understood the bulls on Intel INTC as for us, for all their technological and process prowess, there seems to be a simple but inescapable truth: Intel is […]
So let’s dig into the round-tripping theory and see just how detail oriented the short thesis is these days. via NQ Mobile Inc (ADR) (NQ): Round-Tripping? Further Adventures Down The […]
Remarkable stories from the web in a new, easier format.
The Tankan sentiment index for small non-manufacturers turned positive for the first time since 1992, rising to 4, with construction companies the most optimistic. The end of Japan’s lost decades?
Remarkable stories from the web in a new, easier format.
Our view is that you build a stock through its top 20 holders, not its bottom 2,000. Note that there is a correlation between our arrival in China, the completion […]