Category Archives: Market Discussion

Publication Schedule

By | December 14, 2018

Now we are very busy analyzing and buying things (lots of good stuff getting closer and closer to be investible everyday) and we are actively screening a lot of opportunities now.  (just imagine the “Black Friday” in stock market, not in ebay or amazon). As a result, our usual weekly publication schedule will change to… Read More »

(Reuters) Walmart warns Trump’s tariffs may force it to hike prices

By | September 24, 2018

And that’s OK. This is exactly what the tariff should result to (at least part of the intention). The tariff episode is really a mean to an end to get to the final objective when countries will lower or eliminate the tariff all together. However, given the disparity of development in different nations, the “grand”… Read More »

My Crystal Ball

By | August 20, 2018

Turkish Lira under attack! Turkey detained an American Pastor and that’s what annoyed the Trump administration which promptly applied sanctions to Turkey. Due to relatively high level of dollar denominated debt, Turkish Lira was having a panic selling earlier in the week. Together with ultra-high inflation, economic growth slow down and various political issues with… Read More »