Archive - Jan 4, 2015 - Blog entry
China, Smartphones, Margin Compression and the Future of Computing
Submitted by Reggie Middleton on 01/04/2015 13:08 -0500What happens to your market when competitors are selling 61 million units of your product at 1% margin and growing revenues by 135% and shipments by over 220%? Margin compression, baby!
Four Forces Shaping the Investment Climate
Submitted by Marc To Market on 01/04/2015 10:48 -0500The investment climate is being shaped by four forces:
1. De-synchronized business cycle with the US ahead of the pack
2. The prospects of sovereign bond purchases by the ECB, amid political uncertainty sparked by Geece's snap election
3. The continued drop in energy prices is a stimuluative writ large but poses challenges for oil producers and the leveraged eco-system that has been built on the premise of high oil prices forever.
Russian Oligarchs Are Moving Assets Out Of Russia, Converting Rubles Into Hard Assets
Submitted by Sprout Money on 01/04/2015 08:31 -0500And they are picking up shares in all kind of (precious metal) miners...
