Category Archive: Finance, No picture
Valuing MLPs Privately – Enterprise Products Partners
MLP valuations show that the trust of the traditional MLP investor has been lost, perhaps irretrievably. In Kinder Morgan; Still Paying for Broken Promises, we showed how that company’s history of investor abuse via two distribution cuts and an adverse tax outcome continues to weigh on its stock price. In Magellan Midstream: Keeping Promises But Still Dragged […]
Maui Land & Pineapple (MLP) Investment Thesis – Papyrus Capital
I’ll preface this by saying I’ve never really invested in land banks (except a small CTO position for a short time) after seeing the JOE back and forth between Einhorn and Berkowitz earlier in my career – to me, they are usually uninvestable value traps never monetized. However, Maui Land & Pineapple (MLP) is an […]
Amazon, And America’s Real Divide
While America was fixated on the most tumultuous midterm election in modern history, Amazon (AMZN) reportedly decided that its much-vaunted “second headquarters” would be split between Long Island City in Queens, and Crystal City, across the Potomac from Washington, D.C. What does Amazon’s decision have to do with America’s political tumult? Turns out, quite a […]
Beating The Market With ETF Rotation Systems
When stocks in a particular sector are booming, even a mediocre company in such sector can deliver generous gains. On the other hand, when global stock markets are collapsing, chances are that most individual stocks will also suffer heavy losses. Individual stock selection is important, but knowing when to buy or avoid stocks in a […]
E Global Economic Outlook Hasn’t Changed Despite Market And Trade War Jitters
The Bank of Canada, like other large forecasting agencies, expects the global economy to continue to be strong over the next two years, despite worries about the US-China trade war. Indeed, on the positive side, the proposed new trade agreement between Canada, the United States and Mexico reduces some of the trade policy uncertainty within […]
GBPUSD Weekly Analysis – Saturday, Nov.10
GBPUSD moved sideways in a trading range between 1.2661 and 1.3298. The price action in the range is likely consolidation for the downtrend from 1.4376 and another fall could be expected after the consolidation. Support is at 1.2661 and a breakdown below this level could signal resumption of the downtrend. Resistance is at 1.3298, above […]
US Dollar Rebound May Continue On CPI, European Politics
US DOLLAR FUNDAMENTAL FORECAST: BULLISH US midterm elections outcome, FOMC rate decision drive Dollar upward Upbeat inflation data may boost Fed rate hike bets, adding to USD gains Sluggish Brexit talks, jitters in Italy and Sweden may stoke haven demand US midterm elections delivered as expected last week, producing a divided Congress as the Democrats reclaimed control of the House of […]
