Author Archive: Jeremy Parkinson
The Fed-Free Zone
I’ve got to say, I’m more and more enamored of shorting markets and sectors in which the Fed has little interest in interfering. Crude oil leaps to mind. There are very few charts which have been so steadily bearish as this one (as well as related companies/producers):
SXSW Tech’s First Investment Of $2M In Canadian Eventbase
Eventbase Technology, the Canadian event technology platform, has raised $2 million in Series A funding from recently formed venture capital fund SXSW Tech. This funding round marks Eventbase’s first funding, and SXSW Tech’s first investment. Photo Credit: PR screenshot of Eventbase Technology Almost all the official apps at events like SXSW, SAP Sapphire Now, Cannes Lions, Comic-Con, Lollapalooza, […]
Do Lower Gas Prices Really Boost Consumption?
The recent plunge in oil prices has brought both optimism and pessimism to the economic landscape. Anyone who lives in Houston, as I do, knows that the price of oil is an important driver of the economic landscape. The plunge in oil prices in the 1980’s is a solemn memory for many Houstonians, particularly for […]
Why Free Cash Flow Is The Most Useful Metric For Investors
Rule #1: Cash is King If you remember one thing from Accounting 101, it should be: Cash is King. A company needs cash to make, market, or distribute its products. That’s why it’s important to understand the concept of Free Cash Flow or “FCF”. FCF represents the flow of cash coming IN to a business […]
Deflation Shadows Bulls With Disequilibrium In Capital Markets
View from the Hill 17 November 2014 by J. Clinton Hill Deflation is casting a larger shadow over the U.S. equity bull market, and I believe that the Fed may be forced to defer raising rates if the U.S. Dollar continues its upward trajectory while weaker G-8 members (Japan, China, and Europe) maintain highly accommodating […]
Tyson Foods Trade Survived October
Tyson Foods (TSN), the stock had a good rally from November 2013 then peaked and started consolidating in April of this year. It fell to its 200 day moving average and as it traded sideways along it Twitter momentum confirmed the support with higher lows. When the triangle in momentum was broken the upside in late […]
Hot Bargains In Big Biotech
It has been an eventful year in the big pharma and biotech space, and a lot is happening in this space that biotech investors should take note of. The public has become dutifully aware of the phrase “tax inversion” due to some high profile mergers and proposed mergers trying to use acquisitions to lower overall […]
Will Bitcoin Ever Be Consistent?
Ex-CEO of Citigroup (C) Vikram Pandit, has come out in support for Bitcoin and believes that the innovative product has the potential of changing the way transactions happen. Mr. Pandit believes that if companies promoting Bitcoin are able to take care of its security problems and allow the digital currency to be more transparent, it […]
EC Tax Haven Benefits Are Not Investment Incentives
Tim Worstall at Forbes takes issue with my last post, claiming that we actually don’t know that U.S. state and local governments give more in location incentives than EU Member States do. He then says that while it is true that EU states give less in cash grants and other kinds of subsidies defined as “state aid” in EU […]
Fairholme Files Sealed Response To Government Motion
Here it is…. Click on picture to enlarge Now the questions have to be asked, why? The most logical reason is that much of the response contains information obtained during discovery and is then covered under the protective order due to the potentially explosive nature of it. Peter Chapman opines: Fairholme’s filing of the Response […]
