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China Housing And Land Development: Low-Risk Going-Private Deal
- 12-36% annualized (3% in < 3 months to 6% in 2 months) with little to no risk.
- China Housing & Land Development will pay $1.75 per share to holders of less than 50,000 shares.
- Management is very eager to close quickly.
- Access to private credit ensures financing.
The Not So Mysterious Lofty Stock Market Elevations
- Low expected growth rates and low discount rates can account for most of the ‘high’ CAPE levels.
- The market at CAPE 25 is no discount, but probably not overvalued.
- There is no indication that recession is likely in the immediate future.
Washington Trust: Excellent Last Year, Dividends Ahead
- Steady growth in lending over the last year.
- Expenses down through opportunistic funding changes.
- New branch could lead to larger market share in Providence.
Unexpected Singapore Dollar Opportunity
- Monetary Authority of Singapore will continue policy of appreciation for Singapore dollar.
- Recent climb in USD/SGD exchange provides an opportunity.
- USD/SGD could move to 1.22 in next few months; shorting euro/sgd may be even better.
Envision Healthcare Holdings: Big Profit From ACA, But Still Expensive
- Conversion of non-paying uninsured to insured patients could add over 30% to earnings this year alone.
- $1.9 billion in debt to private equity is still a concern.
- Price remains elevated even with added earnings.
Which Way For The Pound?
- Carney's forward guidance this month is not as contradictory as it seems.
- GBP interest rates are likely to start rising around the end of the year.
- England is doing better than Europe but still has significant slack.
Don't Fear BofI Holding's Interest Rate Gap
- A short-term negative interest rate gap is normal for banks.
- Bank of Internet's long-term interest rate gap is positive.
- Bank of Internet will profit if rates stay low in the short term and then slowly rise gradually.
Singapore Dollar Will Continue Strengthening
- Despite recent low inflation, Monetary Authority of Singapore still foresees inflation risks due to wage pressures.
- Monetary Authority of Singapore policy announcement next week will keep current policy of "moderate and gradual appreciation".
- USD/SGD will move to 1.23 or 1.22 in the next few months.
- Singapore Dollar Appreciation Ahead
- Singapore: Bubble Contained, Economy Stable
- Monthly Macro I - Secular Stagnation?
- Bitcoin Part 2: Valuation?
- Singapore Dollar Set To Drop Then Climb
- RR Donnelley Could Print Even More Gains
- Singapore Dollar Bouncing Back
- Time To Board Premier Exhibitions' Titanic?
- High Moneyness Investments - Comparing Short-Term Bond Funds
- Singapore Dollar Drops, Watch For The Rebound
- Singapore Updates: Upsides And Downsides
- American Capital Agency Corp.'s Earnings Disaster - A Warning Of Things To Come?
- Japan: Inflation, Deflation Or Bond Crash?
- How Bitcoin Works And What That Says About Long-Term Bitcoin Value
- A Bank You Can Trust (To Pay Dividends): Washington Trust Bancorp
- Has Premier Exhibitions' Titanic Sale Sunk?
- The Singapore Dollar: A More Valuable Alternative To Greenbacks?
- The Lion City - Background And Introduction For Investing In Singapore
- Will The Focus Media Buyout Close?
- Fear, Greed, And Market Tops
- The Debt Is Irrelevant (For Now) And What That Means To Interest Rates