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Inflation Is Coming, Are You Prepared? http://seekingalpha.com/article/3957746-inflation-coming-prepared?source=feed_all_articles Mar 11, 2016 - For a majority of the last five years, global financial markets have been stuck in a disinflationary spiral.Investors responded by going long the U.S. Dollar, long U.S. Treasury’s, long U.S. stocks, s
What Did The ECB Do? http://seekingalpha.com/article/3957608-ecb?source=feed_all_articles Mar 11, 2016 - Discussion of the potential effects on equity, bond, commodity, capital and asset markets regarding: ECB Announcement; The 3 things the ECB Did. The 4 things the ECB Announced; Market Reactions.
Politicians Are Wrong About The Economy http://seekingalpha.com/article/3957505-politicians-wrong-economy?source=feed_all_articles Mar 10, 2016 - Technology replaces people and concentrates wealth.This process continues to accelerate, and will only accelerate further.It's no one's faultm but how do we deal with it?
My Top REIT Picks For 2016 - February Update: Brick And Mortar Retail http://seekingalpha.com/article/3957498-top-reit-picks-2016-february-update-brick-mortar-retail?source=feed_tag_editors_picks Mar 10, 2016 - Well-located brick and mortar stores are still the foundation for a winning omnichannel retail strategy.This article updates my 2016 REIT picks for brick and mortar retail landlords which are not excl
Time Warner: What Stinks At HBO? http://seekingalpha.com/article/3957358-time-warner-stinks-hbo?source=feed_tag_long_ideas Mar 10, 2016 - For the past few years HBO has been the crown jewel of the Time Warner family, but recent missteps have caused some concerns with investors.Between HBO Now’s lower than expected subscriber count, “Vin
Amazon Conquers The Skies http://seekingalpha.com/article/3957360-amazon-conquers-skies?source=feed Mar 10, 2016 - Jeff Bezos has big plans for Amazon.Things looking down for Uni-Pixel.Teva-Allergan clears the EU.
The Best Tech Investments http://seekingalpha.com/article/3957333-best-tech-investments?source=feed_all_articles Mar 10, 2016 - The best CEOs are product people with clear visions of what is at the base of the stack.Marketers and pencil pushers can't run tech companies.Who is clued-in and who is clueless.
Wal-Mart: An E-Commerce Laggard Despite Handsome Growth http://seekingalpha.com/article/3957304-wal-mart-e-commerce-laggard-despite-handsome-growth?source=feed_all_articles Mar 10, 2016 - Walmart's e-commerce business growth has been impressive when seen in a vacuum, but not so much when you look at what Amazon did when it was the same size. Walmart has the resources to push $100 billi
Microsoft Stock: It Has It All http://seekingalpha.com/article/3957066-microsoft-stock?source=feed_tag_long_ideas Mar 10, 2016 - Explosive cloud growth is encouraging.Microsoft suddenly possesses that rare combination of yield, dividend growth and capital growth potential.We are looking at initiating a position soon, preferably
What Investors Need To Know About Media Stocks As Advertisers Plan Next Moves http://seekingalpha.com/article/3957029-investors-need-know-media-stocks-advertisers-plan-next-moves?source=feed_tag_long_ideas Mar 09, 2016 - With upfronts quickly approaching the major networks are trying every way possible to spin their numbers and future prospects for advertisers.Networks are trying to balance an increasing lopsided mix
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