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Elliott R. Morss  

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  • Xinyuan Real Estate: What The 4th Quarter Report Tell Us
    Yesterday, 7:58 AM XIN 8 Comments

    Summary

    • XIN is a Chinese real estate company listed on the NYSE.
    • It gets considerable attention because its price is much lower than its financials suggest it should be.
    • Its fourth quarter results have just come out. This article explains what they mean.
  • Xinyuan Real Estate: What To Look For Going Forward
    Mon, Feb. 23 XIN 15 Comments

    Summary

    • Much has been speculated about Xinyuan.
    • We should learn more this Friday when it provides the results of its 2014 fourth quarter.
    • This article highlights what to look for.
  • Argentina In The Post-Kirchner Era: There Is Hope
    Tue, Feb. 17 ARGT 10 Comments

    Summary

    • The Kirchners came to power in 2003 and since then, they have done a lot to destroy the Argentine economy.
    • The good news is that they failed and the "lady" cannot run again when elections are held this October.
    • The article details what they did and what the new President should do to turn things around.
  • Tiger Woods And Investment Gurus Lose Their 'Touch', Question: Do They Ever Get It Back?
    Wed, Feb. 4 FMAGX, VALX 5 Comments

    Summary

    • What do golf and investing have in common?
    • The great performers have their ups and downs.
    • These ups and downs of golfer Woods are compared with those of two investment gurus.
  • The Eurozone Is Doomed: Why ECB Bond Purchases And The Greek Election Don't Matter
    Mon, Jan. 26 FXE, EUO, ERO 31 Comments

    Summary

    • The ECB has launched a major bond buying program.
    • Greek elections will change its government.
    • No matter. The Eurozone is doomed.
  • The Economic Impact Of Lower Oil Prices On Leading Exporting Countries
    Thu, Jan. 8 QCAN, OIL, USO 1 Comment

    Summary

    • There has been lots of talk about the benefits of lower oil prices.
    • Less has been said about the economic impact of lower prices on the major oil exporters.
    • This piece looks at what the economic impact of lower prices will have on the exporters.
  • Wine Buyers, Sellers, And Grape Growers: What The Future Holds
    Dec. 31, 2014 CABGY, DEO, HINKF 1 Comment

    Summary

    • While the US market is large, it should hold little appeal for foreign vintners not already well established in it.
    • Non-grape growing “urban vintners” will take a growing share of the market by purchasing bulk and blending it.
    • The urban vintners will need to come up with new marketing categories as they buy less well-known varietals from all over the world.
    • The “fashion market” for wine is doing well. And it will be perpetuated as the growing middle classes of Asia and soon Africa will want “fashion” wines.
    • Distributors are extremely important in selling wines overseas. But distributors cannot be relied upon to market a vintner’s wines.
  • Recent News From Xinyuan Real Estate Not Good, But...
    Nov. 18, 2014 XIN 24 Comments

    Summary

    • The latest quarterly report from XIN was not good.
    • Several new problems emerged.
    • Things should improve next year.
  • The 'Safest' Countries In The World
    Nov. 4, 2014 EPHE, EWA, EWC Comment!

    Summary

    • In 2013, I wrote a piece on the most dangerous regions in the world.
    • In this article, I update what I concluded and add a section of the safest countries in the world.
    • The investment implications of my findings are spelled out.
  • Xinyuan Real Estate - The Real Story
    Editors' Pick • Oct. 3, 2014 XIN 35 Comments

    Summary

    • Xinyuan has not fared well over the last few months. Its stock price has fallen by more than 25%.
    • There have been numerous articles written about Xinyuan, some good, some bad. But none have them have gone into much detail.
    • The article provides a detailed examination of the company.
  • Geithner Redux: More Will Be Learned From Starr International Co., Inc. V. United States, Case No. 11-00779
    Oct. 2, 2014 AIG, GS 14 Comments

    Summary

    • Do you remember Geithner and Paulson insisting that AIG pay banks 100 cents on the dollar on insurance claims?
    • And do you remember that was done after AIG executives said they thought they could get banks to settle for 60 cents on the dollar?
    • The Starr lawsuit against the US government for excessive penalties against AIG should provide some interesting new information on exactly what happened and why.
  • In The Eurozone, What Goes Around Comes Around, Even For Germany
    Editors' Pick • Sep. 11, 2014 EZU 1 Comment

    Summary

    • Some journalists are bullish on the Eurozone: "We are starting to see growth".
    • Take care - the Eurozone should not be viewed as a single entity. It is made up of 18 very different economies.
    • The article looks at each country separately and offers investment advice.
  • The Criminal Acts Of Large Banks: Are Substantial Fines/Penalties Enough?
    Editors' Pick • Sep. 2, 2014 BAC, BCS, CS 90 Comments

    Summary

    • Since the banking collapse in 2008 leading to the global depression, fines, penalties and settlements levied on banks for criminal acts have increased.
    • Will these growing costs be enough to deter banks from future criminal activity?
    • These issues are addressed along with some thoughts for anyone considering bank stock purchases.
  • Do Popular Investment Writers Outperform The Market?
    Aug. 22, 2014 2 Comments

    Summary

    • In his Ph.D. thesis, Paul Samuelson argued the market does a pretty good job of pricing stocks.
    • But are there some people who recommend stocks that regularly outperform the market?
    • This question is addressed by examining the performance of five of the most popular Seeking Alpha's writers.
  • Burgeoning Global Capital Flows Mean Traditional Stock Market And Currency Norms No Longer Apply
    Aug. 14, 2014 VT, INDY, YAO Comment!

    Summary

    • Global capital flows are growing.
    • So much so that the net of these flows are often greater than a country's international trade balance.
    • The implications of these growing capital flows for investors are discussed in the article.
  • Global Communications And The Net Neutrality Debate
    Aug. 5, 2014 ALU, CIEN, FJTSY 1 Comment

    Summary

    • In future weeks, the FCC will make some important decisions on how the Internet operates.
    • To understand the issues, it is important to know how the global communications system operates.
    • The article provides important information on the working of the communication industry along with some investment recommendations.
  • Sovereign Debt: The Default Debate
    Editors' Pick • Jul. 16, 2014 ARGT, GREK 27 Comments

    Summary

    • Argentina and Greece are trying to handle debt defaults.
    • Sovereign debt defaults are not like private bankruptcies and there is no "process" in place to handle them.
    • What both countries have done is described along with commentary on their strategies.
  • Don't Cry For Kirchner - And 2 Defaults Compared: Argentina And Greece
    Jul. 3, 2014 ARGT 4 Comments

    Summary

    • Argentina is a rich country with bad policies.
    • It has a sticky debt problem.
    • Elections are coming in 2015 and things might improve.
  • U.S. Energy: Myths/Realities And The 2 Elephants In The Room
    Jun. 16, 2014 BP, IXC, PTR 75 Comments

    Summary

    • How Significant Are Oil and Natural Gas Supplies That Can Be Recovered Via Fracking?.
    • Has US Oil Dependency Fallen in Recent Years?.
    • Are Green Energy Supplies Contributing Significantly in the US?.
    • Facts Are Used To Address These Issues.
  • Things Are Looking Up For The Eurozone? Looking At The Aggregate Is A Mistake
    Jun. 6, 2014 EZU 9 Comments

    Summary

    • We often talk of the Eurozone as a single entity. A mistake.
    • The Eurozone is a grouping of disparate nations using the Euro.
    • Below, the economic condition of each country is examined. They are then placed in one of five categories.
  • Income Inequality: The Fundamental Reason It Is Growing
    May. 26, 2014 BPY 29 Comments

    Summary

    • Income inequality is growing in the US and other countries.
    • Many explanations are being offered, including what Piketty suggested in his new book.
    • But most miss the main reason - new information technologies are eliminating large segments of middle class jobs.
  • Why Ukraine Is Not Quite As Dangerous As The Cuban Missile Crisis, But...
    Apr. 25, 2014 ERUS, ESR, RBL 15 Comments

    Summary

    • All the ingredients are in place for a major conflagration: Two world powers pitted against one another with no apparent face-saving exit for either. It won’t happen. But...
    • Putin will send troops into Ukraine to “safeguard” Russian-speaking citizens.
    • Even if Putin is somehow satisfied, his actions might have launched a civil war in Ukraine.
    • Even if Ukraine gets beyond Putin and civil war dangers, the IMF agreement will cause hardship and again threaten political stability.
  • Gambling - Asia And The U.S. Are 2 Different Worlds
    Apr. 15, 2014 WYNN, WYNMY, PYTCY 3 Comments

    Summary

    • Asian gambling is growing rapidly.
    • The most prevalent type of gambling differs significantly by region.
    • US gambling demand appears to have plateaued, with the consequence that casinos are increasingly catering to families rather than gamblers.
  • For Retail And Newspapers: Growing Online Revenues Are Key
    Apr. 1, 2014 AAPL, AMZN, BBY 1 Comment

    Summary

    • Buying online is increasingly attractive to consumers.
    • Retailers and newspapers are the same: survival will require significant online revenue streams.
    • There will be winners and losers from the “online transition.”.
  • Western Financial Support For Ukraine: What Can Be Learned From The Bailout Of Greece
    Mar. 3, 2014 BKF, EPOL, ESR 3 Comments
  • Who Are The Big Investors? What Do They Buy?
    Feb. 26, 2014 AXAHY, AZSEY, BK 5 Comments
  • Reasons The FCC Should Block The Comcast/TW Merger
    Feb. 17, 2014 CMCSA, TWC 22 Comments
  • Investing In 2014: How About The Philippines?
    Jan. 21, 2014 EPHE, HCMLY, LFRGY 2 Comments
  • Investing In 2014: How About Asia?
    Jan. 6, 2014 FXI, EWY, THD 20 Comments
  • Dodd-Frank (With Volcker Rule) Being Implemented: Are We Safe From Another Bank Meltdown?
    Dec. 30, 2013 BAC, JPM, WFC 10 Comments
  • The Tapering Of Quantitative Easing: What It Will Mean
    Dec. 10, 2013 BND, ELD, EMB 1 Comment
  • JPMorgan Revisited: When Is Fraud Really Fraud?
    Editors' Pick • Nov. 4, 2013 BAC, BCS, C 5 Comments