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m@ximus

m@ximus
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  • Next Steps In The Greek Drama [View article]
    European Union accepted Greece as EU member after a formal, structured process which included socio-economic indicators analysis, status of Fiscal policies targets, among other issues. During this on boarding process, EU knew in advance that Greek data was Greek-made, but EU leadership did not check Greece's national accounts for veracity nor followed up on reforms.

    Why?

    Because in that way they reserved an intrinsic right to have a justified Greexit as a future option and, on the other hand, they now can put the blame on the Greek side because Greeks "did not provide real numbers" (on other level, they cannot be accused of "discriminating" under-developed economies)

    A Question remains: who is to blame for this situation ???
    Jun 30, 2015. 06:21 PM | Likes Like |Link to Comment
  • WisdomTree Investments And Growing Competition In The Currency Hedged Equity ETF Space [View article]
    HEDJ has been suffering under Greekfault process and QE seems to be delaying it's effects on export-oriented euro companies. hedging is a minor problem for HEDJ holders.
    Jun 30, 2015. 09:08 AM | Likes Like |Link to Comment
  • VNQ: Take The 3.85% Yield; Duplication Is Rarely Worth It [View article]
    Congrats, Very Nice article.
    what is your take on VNQ's NAV in the months prior to the rate hike, do you see it already pricing in the expected sept hike at current price range? 77-76? (technically of course the hike day may bring more downside)
    Jun 25, 2015. 08:23 AM | Likes Like |Link to Comment
  • Carl Icahn, Greece And More [View article]
    Bill, nice and neat article. What's your view on incremental levels on S&P ? seems for many investment banks 2150-2200 range is already probable, but from now until rate hike markets may remain cautious. what's your take ?
    Jun 25, 2015. 08:15 AM | Likes Like |Link to Comment
  • Taylor Swift > Apple [View article]
    Taylor just promoted her album. The most cost efficient marketing campaign on Earth.
    Jun 23, 2015. 12:09 PM | Likes Like |Link to Comment
  • Taylor Swift > Apple [View article]
    Taylor is just repeating what her financial advisor told her. I could agree with her position, but she is not paying me dividends as Apple does.
    Jun 22, 2015. 01:16 PM | Likes Like |Link to Comment
  • I Bought A Fitbit, Buy Fitbit? [View article]
    FitBubble ready to blow IMHO. $30-$33 is more than a fair value for a device that has not been endorsed by the Medical Devices industry. coming weeks will tell..
    Jun 22, 2015. 12:25 PM | Likes Like |Link to Comment
  • Fitbit Is In Good Shape [View article]
    Apple is a premium product, but the effects of it's recently born secondary (used) market for iWatch will take care of FitBit in the mid term and will probably put pressure on their current R&D costs. That is happening now with Iphone 4s for example affecting Samsung for example, a virtuous cycle that keeps bringing new customers to the Apple Ecosystem.
    Jun 19, 2015. 09:28 AM | Likes Like |Link to Comment
  • Argentina At A Crossroads [View article]
    Nice article on the institutional and political side of Argentina.

    How do you see ADRs from August '15 until 2016? Are they going to remain volatile on the downside until the first energy and credit related economic measures take place? -I can remember when Cristina assumed the government (1), stocks had a deep downside (Scioli could be interpreted as a continuation of Cristina's mandate) and after few months ADRs had an incredible rally.

    Peronism is a powerful octopus that rules Argentina's future and feeds from institutions, taxes, private sectors businesses, but mostly, takes advantage of the moral risk of low income/poorly educated citizens (segment of the population easily corruptible) That forms part of the local population's ADN and by keeping poverty in a vicious circle, CFK creates her political capital: poverty, ignorance, structural unemployment, short term mentality. IMHO.
    Jun 19, 2015. 09:01 AM | 2 Likes Like |Link to Comment
  • Fitbit indicated to open at $29 [View news story]
    High: 31.9 ?? do they know about Apple, Garmin?
    Jun 18, 2015. 10:17 AM | 1 Like Like |Link to Comment
  • YPF Getting Close To Buy Price [View instapost]
    Following YPF post crisis on daily basis, still believe should go to the downside between 21-25 prior to elections. today $27.5.

    Political environment/upcoming elections just started to heat in Buenos Aires.
    Jun 16, 2015. 12:41 PM | Likes Like |Link to Comment
  • Illustrating My Fair Value On The Walt Disney Company [View article]
    DIS pullback at 99: Fantasy Land
    Jun 16, 2015. 12:29 PM | 6 Likes Like |Link to Comment
  • Yahoo's Alibaba Failure [View article]
    Sorry, but Yahoo has became too correlated to BABA's stock performance and those who recommend to buy YHOO as "vehicle" to invest in BABA, do not see the intrinsic risk YHOO brings to the table (YHOO sells, sells...I do not know yet)
    Jun 11, 2015. 11:56 AM | Likes Like |Link to Comment
  • Tudor Pickering rates Petrobras a Buy, not so fond of other LatAm E&P firms [View news story]
    Tudor Pickering analysts who believe the company will come out of the other side of the corruption scandal in better shape....name of the Analyst: Joker
    Jun 10, 2015. 12:37 PM | Likes Like |Link to Comment
  • BAML: Europe looking oversold [View news story]
    Where is Draghi and his people? no comments on how they may do "whatever it takes" to help Europe. QE working, but not enough.
    Jun 9, 2015. 07:42 PM | Likes Like |Link to Comment
COMMENTS STATS
103 Comments
66 Likes