Financial
Netflix Folds; Agrees To Pay Comcast To End Streaming Congestion
There go the margins…Â For months, Netflix and Comcast have been ‘negotiating’ over whether the video streaming service should pay for the apparently excessive load it places on Comcast’s network, but …
Read More 4 Signs Of Economic Slowdown In China
The thesis of China facing weaker nearterm economic growth is widely accepted at this point. Â Moreover, the slowdown in the nation’s manufacturing sector this month (see chart) has provided some …
Read More Curriencies, Carry Trades, Fat Pigs And Pythons
Equities are right back to near record highs – yet something just doesn’t feel right. February 17 – Bloomberg: “Record new credit in China in January will help the economy …
Read More Market Shadows Made Some Moves During A Quiet Week
Edged Higher: Put Some Cash to Work We added two positions to our Virtual Value Portfolio this week. Coca-Cola (KO) was a re-entry to a stock we’d profited on earlier. …
Read More E Confessions Of A Stock Jockey
It’s Friday the 21st of February, and I’m at it again. Being determined to reflect on past missteps (I hate the word “mistakes”) have paid off again. I raised some …
Read More E Bad News For China And Harvard
Today the Chinese flash purchasing managers index number came in below the 50% level which marks positive growth, at 48.3%. This sound worrying but the period for which data came …
Read More 
Hedge Funds Declare Buyer’s (And Seller’s) Strike: Q4 Position Turnover Drops To Record Low
In a world in which there is no risk, only return (thank you Federal Reserve Risk Management LLC), hedge funds – used to generating Profits just by sitting on legacy …
Read More Semiconductor Index At Critical Resistance
1+ years ago… that was when we became alerted to the positive projections in the Semiconductor equipment sector, which meant that Semiconductor companies were ramping new inventory builds. This had …
Read More