The Efficiency-Equity trade-off
A news snippet on July the 9th tells about a demonstration in booming Peru, where the poor feel left out of the economic growth, wich is enjoying China like rates […]
Profiting from long term trends I
In the first part of a new series we will focus on two related long-term trends, economic growth and the expansion of the middle class.
The numbers do not always add up
The US, the place of origin of the housing and credit market that now haunt other economies and markets, turns out to be surprisingly resilient. There are a number of […]
Socialism for the rich!
In the land of the free, who would have thought. Capitalist risks are socialized. Managers of the world, unite (and grab)!
Who is Michael Masters?
If you’ve never heard this name than take note. He was the person (amongst others, but he got most of the limelight) trying to convince congress that the high oil […]
The big recycling game
One of the problems in todays world economy is that money needs to be recycled. We have a new version of that old problem in todays vortex that are the […]
Pickens takes up a cause
Here at shareholdersunite, we know Pickens mostly because his 3M shares in InterOil, are most prominently featured company (rumor – we cannot vouch for it’s accuracy – has it that […]
Why we think oil is close to the top
The froth might continue for a while. Apparently, in the futures market, the natural hedgers have all but disappeared which leaves the place for the speculative buyers. But in the […]
In defence of the Bernanke’s Fed
Much maligned, but some actually speak out in defence. Prominently amongst them, Melvyn Krauss in an article published in various newspapers. In fact, he wrote quite a couple of critical […]
Argentina’s unique inflationary problem
All is not well down-under, and by down under we do not mean Australia, but a country that could have been pretty similar; Argentina. It has a couple of pretty […]