Archive - Jun 2014 - Blog entry

Oil prices are set to hike in the next few days with the growing fear that fighting in the northern city of Mosul will spread southwards in Iraq.

New All time highs almost every single day, yet market volumes have literally collapsed. On any given day, you would see an average of 2M eminis (S&P Futures, spoos) trade, and now we are seeing barely 1M trade, sometimes even lower. This has left everyone, including big banks, who are now being forced to lay off traders amid the slowdown, asking the same question: WTF is going on?

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Looking across retailers with at least $1B in market cap, the top 20 of those with the highest concentration of activist investors has under-performed a leading retailing index.

Why unrealistic valuations are a good way to set up a company for difficulties in later stage financing

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A quick thumbnail sketch of the Scottish referendum on independence

One major factor to the slow growth/low inflation in the U.S. is the Wall Street Yield Trade.  By incentivizing unproductive use of capital, low interest rate via monetary policy is actually deflationary.

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No, It Was NOT All Bush and Cheney's Fault ... Even Back THEN

Bail-ins or deposit confiscation can now be used in the UK, EU, U.S. and G20 countries. Investors and savers best get prepared for the coming bail-in era. After Cyprus, which country will be the next to suffer bail-ins?

What has the top attention of the residents in my fair town of Palo Ato? The answer: the monthly salary of the 20 year old interns at local firms like Facebook, Google, and Palantir. Here ya go, America - - this is what kids still in colllege are pulling down:

A dispassionate look at what the ECB announced last week and the potential implications

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There’s an old adage that the rich try to pooh-pooh and say that it’s not at all true and that’s: ‘Money makes you happy’.