Monthly Archives: January 2015

NGL Market Is Worse Than Oil’s

Some of the U.S. shale naysayers get to say, “I told you so,” these days. Many shale opponents harped on the huge amounts of natural gas liquids (NGLs) that are produced as a result of fracking and what to do with it all. NGLs include some very useful products like propane, butanes, natural gasoline, and…

Dividend Income Update – December 2014

These are the posts every dividend growth investor loves to read and write about, the monthly dividend income report. And why not? It’s a chance for us to highlight our “earned” passive income for the previous month and measure our own dividend income growth. December was a record month for my taxable and ROTH account…

Cempra’s lead oral antibiotic meets main goal in late-stage trial...

Cempra Inc moved a step closer to approval of its lead antibiotic, solithromycin, after an oral version of the potential blockbuster met the main goal in a late-stage trial. The drug is a next-generation version of a class of oft-prescribed antibiotics called macrolides, which are used to fight pathogens that cause community-acquired bacterial pneumonia (CAPB)….

Great Graphic: Unemployment Rates Compared

The US will report the December employment figures at the end of the week.  The eurozone will report it’s November unemployment rate on Wednesday. It offers a timely opportunity to take a step back and look at the big picture.  This Great Graphic shows four time series. The white line is the eurozone’s unemployment rate. The…

Thank You, Crude!

I have put a chart of crude oil below because it speaks more loudly than anything else about the shitstorm that will soon engulf the world economy. I have included an image of Sherilyn Fenn because…well…OK, I don’t need a reason. It’s my blog. I do what I want.  

E

Since 2010, the average return of our weekly best scoring ADRs have outpaced the MSCI EAFE by a median 451 bps over the following year, with no turnover. According to the Seasonal Investor database, the EFA has gained in 7 of the past 10 first quarters, returning a median 2.23%. Click on picture to enlarge Source: database…

Hurts So Good: When Exactly Are Falling Prices Bad?

The sudden fall in the price of oil provides a unique opportunity to examine the widely held belief that deflation is economic poison. As many governments and central banks have vowed to fight deflation at all costs in 2015, the question could hardly be more significant. While falling prices may strike the layman as cause for celebration, economists believe that…

The 15 Owner-Related Business Principles Of Warren Buffett

Warren Buffett outlines 15 owner-related business principles in Berkshire Hathaway’s annual reports. These 15 principles outline how Berkshire Hathaway conducts its business. Analyzing and applying these principles toother businesses creates a good framework for identifying businesses worthy of long-term investing.  This article analyzes and interprets each of Warren Buffett’s 15 Owner Related Business Principles. Principle 1: …