Blood-Letters: The Intellectually Sophisticated?
Wellington Denahan, the Chairman and CEO of Annaly Capital, a Mortgage REIT, ripped into the global Central Banking Cabal on her company’s conference call yesterday. It is well worth a read. The … [Read More...]
Market Cap Indicator: Snapchat Edition
You can learn a lot about the valuation of a company by comparing it to the valuation of other companies. That is especially true in the land of social media stocks where revenues and earnings … [Read More...]
Trading Short-term Pleasure for Long-term Pain
Should you take investment advice from the mainstream internet (if I can coin a phrase)? Bloomberg posted an article on their website yesterday with the following headline: “Goldman Sachs Sees More … [Read More...]
Bespoke Gold
You should be able to buy a fine suit with an ounce of gold. Good luck with that at Marc Allen. Over the years I’ve been fortunate to work with Marc Streisand, owner of Marc Allen fine clothiers in … [Read More...]
The Monday Melee: Emerging Market Future?
Emerging Market Debt Growth: Debt growth in emerging markets from 2007-2014 has put them nearly on par with developed countries in dollar terms. In the 2000-2007 era, emerging market debt growth … [Read More...]