Tag: Japanese debt

This Company’s Burn Rate Should Scare The Hell out of You!

Burn Rate: Investopedia – “The rate at which a new company uses up its venture capital to finance overhead before generating positive cash flow from operations. In other words, it’s a measure of negative cash flow.” Day in and day out I review businesses. Most are privately run businesses, some

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Changes at the Margin – How to Prepare for a Disorderly Move

In a past life, while still in the clutches of the investment banking world, I’d made a few friends in the “trading fraternity” and visited them on a regular basis for work and social reasons. When it came to markets, opinions varied little within the group. Traders were unanimously bullish

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Pray Tell What Happens When…

Friedrich Von Hayek’s Road to Serfdom was first published a full 68 years ago. Hayek argues convincingly that all forms of socialism and central economic planning ultimately lead to tyranny. Interestingly, he argues also that this tyranny will come to us from people of good intentions and not from the

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Japan – Like Zimbabwe?

I’m a big fan of buying bombed out sectors, but only where a catalyst to change the environment for the better is evident. Zimbabwe qualified a couple years ago, and still does. Japanese equities certainly qualify today as well. When I look at Japanese equities, the case can certainly be made

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Davos – Profiting from the Asinine

Davos  (?dæv?s) — n. Romansch name: Tarau.  A mountain resort town in Switzerland. Let’s consult the CapitalistExploits.com Dictionary for a better definition: Davos – n. A mountain resort town in Switzerland. It is best known as a place invaded annually by an assortment of the world’s most arrogant power brokers,

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3 Life-Changing Lessons

It was a typically miserable, rainy, cold Thursday night in the city of London’s financial district. The “suits” had begun to descend on the local pubs in an effort to wipe out the memories of the day. They would soon be engaging in an orgy of lies, chest puffing, pontificating

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