Market Share

The Cardinal Sin Of International Finance

"...the prime directive of any organism - whether it’s an amoeba or a person or a corporation or a government - is to survive... That’s why the US government protects the petrodollar so zealously. It needs the system to survive..."

Russia's Arms Sales To Middle East Countries Spike To Record-High Levels

"It’s not S-400 only. Russian weapons, especially aircraft and air defense systems, have proven to be a cost effective alternative to much more expensive Western systems...All in all, the spike in Middle East arms sales is a success story for Russia’s defense industry. "

The 12-Point List To Identify Value Traps

Simply put, the value side of the US equity market seems littered with traps. It’s not just GE. It is clearly a minefield out there in value land.

Jim Chanos Adds To Tesla Short, Sees Musk Stepping Down

“Put it this way. If you wouldn’t be short a multi-billion-dollar loss-making enterprise in a cyclical business, with a leveraged balance sheet, questionable accounting, every executive leaving, run by a CEO with a questionable relationship with the truth, what would you be short? It sort of ticks all the boxes.”