Finance

The Latest In Outsourcing: July 2015

July has been an eventful month in the outsourcing industry. Here’s a rundown of the significant events that took place in BPO companies this month. Global outsourcing breaks all-time records in first half of 2015 ISG’s latest global Outsourcing Index has announced a surge in worldwide outsourcing records in the second quarter of 2015—a milestone reached despite…

The South American Financial Crisis Of 2015

Most nations in South America are either already experiencing an economic recession or are right on the verge of one. In general, South American economies are very heavily dependent on exports, and right now they are being absolutely shredded by the twin blades of a commodity price collapse and a skyrocketing U.S. dollar. During the boom times…

EUR/USD Forex Signal – July 30, 2015

EUR/USD Signal Update Yesterday’s signals were not triggered. As expected 1.1025 was supportive, but the bullish price action bounce there did not occur until after the London close. Today’s EUR/USD Signals Risk 0.75% Trades must be entered between 8am and 5pm London time today only. Long Trade 1 • Go long following a bullish price action…

1 In 5 US Stocks Now In Bear Market

With the major US equity markets within 1-2% of their record highs, Gavekal Capital notes that underneath the headline indices, stock markets are extremely tumultuous. Rather stunningly 21% of MSCI USA stocks are at least 20% off their recent highs, and 68% of Canadian stocks are in bear markets, but the real carnage is taking place in…

Kill Short-Term Pressures

Summary Value investing involves time-horizon arbitrage. How do you cope with the short-term while you wait for the long-term? Here is how I try to manipulate my environment to remove the short-term. Time-Horizon Arbitrage While I invest in a number of specific types of event driven opportunities, they each are examples of time-horizon arbitrage. In…