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Rudy Martin

 
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  • Argentina Pins Hopes On Default Overtime To Win Against Creditors
    Sun, Aug. 3 MELI, ARGT 1 Comment

    Summary

    • The Argentine debt restructure issue will not be resolved within U.S. courts or this year.
    • The lesson for investors is that Frontier markets have limited market accessibility, small company size and low liquidity.
    • Searching for higher returns leads investors to sometimes overpay for growth.
    • Despite solid fundamentals for Latam internet - short/avoid overvalued MELI.
  • 2014 Earnings Growth In Critical Care Zone
    Fri, Jul. 25 COH, COKE, FMX 9 Comments

    Summary

    • Economic doldrums are setting in as stock market hits new highs.
    • Focus on earnings beat misses the point - top-line revenue growth is anemic.
    • U.S. equity market is priced to perfection and margin of safety is decreasing.
    • Recent strength in materials sector bodes well for developing market investments in China and Latam.
  • U.S. Fed Tapering Road Has No Off-Ramp
    Fri, Jul. 18 BAC, BLK, C 7 Comments

    Summary

    • The economy is stuck in low interest rate mode and investors are betting against the U.S. Fed.
    • 'The Perils of The Fed's Rules' leads to the unintended outcome state where the nominal interest rate and inflation rate are below target, and the economy is in a liquidity trap.
    • Mutual fund investors, fearing limited upside and higher interest rates, are moving away from U.S. equities, pulling $6.3 billion out of U.S. funds in the first six months of year.
    • The investor appetite for efficient-beta and outcome-oriented strategies is helping managers attract assets in new funds.
  • Verizon Shareholders Lose Big In The Vodafone Deal
    Sep. 4, 2013 VZ 21 Comments