Leverage for thought - to avoid overthinking...

Thursday, June 23, 2016

Peak Brexit

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*Credit to Google Trends as of 6/23/2016.
2 comments:
Tuesday, February 9, 2016

Contracts don't overcome economics.

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Throughout this commodity down cycle, investors have often relied on contracts to justify otherwise un-economic investments : Example: Cli...
Thursday, August 13, 2015

VOYA Continued

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Despite reaching a ~8% return on equity and its 3rd year of profitability, Voya Financial (NYSE:VOYA) still trades at the same discount to b...
Sunday, July 12, 2015

Is it time to "go for the jugular"?

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Soros taught Druckenmiller that what matters is not how often you are right, but how much you make when you are right . Given that shares of...
Monday, July 6, 2015

The AA Trade (MPEL)

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Michael Lewis's The Big Short  described one particularly effective way to short mortgages - shorting the "safer" derivatives ...
Sunday, June 28, 2015

Dividends don't matter (that much)

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One popular investment strategy is income investing  - investing in stocks that pay a steady stream of (growing) dividends. This way, you ar...
Friday, January 23, 2015

Mea Culpa - HLSS, OCN, ASPS

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If it wasn't clear already, I was wrong, very wrong on Erbey's mortgage servicing companies. The analysis can go on for pages, but t...
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