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  • Greece Is Not The Only Country Facing Severe Economic Challenges... [View article]
    Don't forget to include public debt. When you do that, the debt/GDP ratios in Europe are MUCH higher.
    Mar 31, 2015. 11:23 AM | Likes Like |Link to Comment
  • Is Greece's Debt Odious? [View article]
    Odious or not odious, it's fiddling with semantics.
    The Greeks are broke. Simple as that. And no matter how may new loans (or another round of heroin for the drug addict), the patient will not be cured by it.
    The only right course of action is total withdrawal (detox): No new debt, a HUGE haircut (debt default) and a clean slate to start over.
    Mar 31, 2015. 11:17 AM | 1 Like Like |Link to Comment
  • Is A Rising Euro Good News For The South African Rand? [View article]
    Actually, the Rand has been strengthening against the Euro since early 2014. From 15:1 to 13:1.
    Mar 25, 2015. 01:19 PM | Likes Like |Link to Comment
  • Greece's Debt Crisis: How Did We Get Here? [View article]
    Currency unions don't last. It may take hundred or a thousand years, but they always end.
    Mar 25, 2015. 01:10 PM | 1 Like Like |Link to Comment
  • EU Energy Union: An Additional Drag On An Already Stagnated Economy [View article]
    Europe is suffering from the Reverse Midas Curse. Instead of gold, everything the elites touch turns into dung.

    Where do the EU elites get the idea they know ANYTHING about Energy?? Did they ever work in the energy field?

    Next time when you hear about the EU Commission coming up with an idea, just think of what "Commission" sounds in Russian: "Politburo".
    Mar 23, 2015. 07:34 PM | 2 Likes Like |Link to Comment
  • The Big Fat Greek Squeeze? [View article]
    Do you really think that raiding pensions will alleviate the "humanitarian crisis"? Or will it actually worsen when pensioners find out they can no longer buy any basic necessities like dry bread and water because the money is gone?
    Then what?
    Mar 20, 2015. 06:15 PM | Likes Like |Link to Comment
  • The Great Wage Moderation, A Primer [View article]
    Interesting article. Do you have any info on productivity growth and wage growth before 1950?
    Mar 17, 2015. 12:50 PM | Likes Like |Link to Comment
  • Japan Hedged Equity Fund Is +25.30% For 2014 And +10.79% YTD, But What Are The Risks? [View article]
    Americans love semantics.
    So what security perfectly tracks the Nikkei index with the Yen component stripped out perfectly?
    Mar 13, 2015. 08:15 AM | Likes Like |Link to Comment
  • One Reason To Be Cautious On Priceline [View article]
    Priceline could have hedged Euro exposure. Seems a bit amateurish not to do so.
    Mar 13, 2015. 08:13 AM | Likes Like |Link to Comment
  • Yes, Greece Can Be Saved Within The Euro [View article]
    It is not just about the enormous debt. It is also about being uncompetitively locked into union with Germany, the great everlasting current account surplus country.

    Sure, you could restructure Greek debt. But then you will have the same problem several years down the road as the German current account surplus creates more, new debt in current deficit Greece.

    Unless your are advocating that Germany no longer runs a current account surplus. But good luck with that!
    Mar 12, 2015. 03:37 PM | 2 Likes Like |Link to Comment
  • Did Lumber Liquidators Just Put Another Floor In? [View article]
    Media does not have the right engaging in illegal stock price manipulation.
    Mar 12, 2015. 10:54 AM | 2 Likes Like |Link to Comment
  • Nothing But Net Lease REITs: March Madness Has Arrived [View article]
    How many asset classes are there?

    1) Bonds, Commodities, Stocks?
    2) Bonds, Commodities, Stock, REITs?
    3) Bonds, Commodities, Stocks, REITs, ...?
    Mar 12, 2015. 09:53 AM | Likes Like |Link to Comment
  • Krispy Kreme - Growing On Expansion Strategy [View article]
    KKD down 8%. Not nothing growth, more like crash!
    Mar 12, 2015. 09:48 AM | Likes Like |Link to Comment
  • Japan Hedged Equity Fund Is +25.30% For 2014 And +10.79% YTD, But What Are The Risks? [View article]
    DXJ is not hedged for Yen, it is SHORT Yen. See list of holdings:
    Mar 11, 2015. 02:02 PM | 1 Like Like |Link to Comment
  • ModernGraham Annual Valuation Of Coca-Cola [View article]
    Problem with the Graham method is the focus on dividends and the high current ratio. Had Graham lived today, he would have completely missed almost every tech stock in the universe as most do not pay a dividend. Same for biotech stocks. And by demanding a high current ratio (for what reason??), he would have missed great staple stocks like KO.
    Mar 7, 2015. 06:40 PM | Likes Like |Link to Comment