Daniel Ebrahimi

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    • Wed Jul 30th 13:44 PM | Rating: 0 0
      Commented on:
      Will the Fed Actually Raise Rates Next Week?
      Factors to take into consideration:
      REAL GDP GROWTH + CURRENCY STRENGTH + HOUSING MARKET STABILITY + INFLATION (esp. food & oil) + UNEMPLOYMENT RATE + STOCK MARKET VOLATILITY + DEFAULT RATES ON CONSUMER DEBT (Credit Cards, Mortgages, etc.) = RATES?
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    • Tue Jul 29th 10:06 AM | Rating: 0 0
      Commented on:
      Betting on a Banker's Bank
      Due to the fragile state of the domestic economy (esp.banking industry -Indy Mac,First National Bank of Nevada, First Heritage Bank) it is inevitable that many small troubled players will be taken over by the FDIC, financed through P.E. or sovereign wealth, or purchased for a fraction of T.B.V. As the value of home prices continue it's downward spiral, your collateral must follow suit and materalize in a significant right down, causing a decrease in your capital ratio (fed mandate) and requiring capital infusions to maintain the federal requirements of a bank. Your best valuation approach would be to analyze the tangible book value, quality of your loan pool (defaults, late payers, FICO scores) and appropriate loan loss provisions for protection against future loan losses before beginning to model an appropriate price target. Caveat emptor- beware of the public comps..the devil is in the details.
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    • Wed Mar 26th 17:38 PM | Rating: 0 0
      Commented on:
      Why US Interest Rates and the US Dollar Will Continue to Fall
      The downturn in our securities and housing market is exacerbated by the decrease in our FX market. We can no longer rely on unlimited cross-border capital in flows to finance consumer spending. Those economies with current account surplus currencies relative to current account deficit currencies will thrive in this risk adverse economic climate. Surplus currencies such as the Taiwanese dollar, the Malaysian ringgit and the Singapore dollar have seen significant increases, while the underperformance of such currencies as the Turkish lira, the South African rand and the U.S. dollar has experienced steep declines.
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    • Thu Dec 13th 18:22 PM | Rating: 0 0
      Commented on:
      New iShares MSCI BRIC ETF is Best of Breed
      While these ETFs permit a large pool of people to gain access to markets that are still in an early stage of development, the exposure to highly volatility, political turmoil and corporate governance may still leave some a bit nervous.
      Unlike some mutual funds though, these ETFs have low expense ratios, and a high levels of transparency. With emerging markets (12 month trailing p/e) trading at roughly 13 and U.S. equities at 21.0 BKF seems like a no brainer.
      View article »
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