Category: Interest rates, capital markets

  • Tuesday Oct 17 2017   Deflation Basics Series: The Quantity Theory of Money By Elliott Wave International Here's our challenge. In order to be aware of the investment pitfalls and opportunities that deflation can bring, we must first understand the basic elements of why it occurs. So our challenge is to try and make monetary…

  • Thursday Sept 30, 2015 Ralph Lauren appointed the head of Old Navy as the new CEO for RL.  This is unusual as RL has been known for promoting from within. The Luxury Brands have been hard hit with a higher US Dollar and the slowdown China, where most have recently expanded.  Check out the RL website. Ralph…

  • Wed Jan 28 2015 This article does a good job of explaining how a stronger dollar forces Apple to take the hit on its statements. What I do not understand is why Apple is not hedging its currency risk. On you syllabus I have a link to the CME Derivative Handbook.This would be a good time…

  • Tuesday Oct 28, 2014 The Ruble Hit Another New Low Today. IN response, Russia adopts a budget assuming $100 oil. The finance minister labels this an alternate economic reality.  Questions for thought and discussion. One half of Russia's income is from oil taxes. What is the effect of the falling oil price on Russian? Why…

  • Thursday Oct 2 2014 Most of the withdrawals occurred last Friday when Bill Gross moved to Janus. I expect PIMCO is right and that will be most of it. It remains to be seen if the money actually follows Gross to Janus. 

  • Monday Sept 29 You will recall thatyour syllabus contains a link to the Chicago Mercantile Exchange book on understanding futures and options. You will recall I suggested you print it out and add to your accounting library. now comes a new study by the FASB on how those transactions are reported. I guess I have…

  • Tuesday June 2, 2014 The Seattle City Council voted a $15 minimum wage for those employing more than 500 people. This is clearly aimed at fast food and retail workers.  Yes if this eventually happens it will raise those wages to $31,000 a year. But what will your burger or pizza cost? Let's debate this one…

  • Monday April 28 2014 Panasonic recorded a profit for the first time in three years. As we deal almost exclusively in US Dollars, I doubt most students appreciate the war of currencies going on around the world. An analyst would want to examine whether Panasonic made a profit on a falling yen or more profitable products.…

  • Thursday March 27, 2014 Amazon and Google continue to cut Cloud Prices. Each bar represents one month of trading for RAX. Once it hit 80, all the good news was in the market. now the market is concerned bout th cost cutting from a behemoth like GOOG. With all their revenue they can cut below…

  • Tuesday Feb 18 2014 The trillion dollar plus student loan debt now threatens the housing market. Young people who already have a mortgage equivalent debt are reluctant to take on more debt. New applications for mortgages are down 20% in the last four months. Student loan debt will eventually be the next sub prime mortgage…