Archive of entries posted by David Hunkar

Knowledge is Power: Domino Effect, Emerging Markets, UK Recovery Edition

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Waste vs. Value in American Health Care (NY Times) What happens to stocks when a Fed chief exits? (The Star) Britain’s economic recovery: three key challenges to long-term growth (The Guardian) Who are Canada’s top 1%? (CBC) The Domino Defect: Five Years After Crisis, Banks No Better Off (Der Spiegel) U.S. consumer stocks getting ahead of themselves (The Globe and Mail) …

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Knowledge is Power: Emerging Markets, Mercantilism, Bad Jobs Edition

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Is the bullish U.S. stock story about to change (The Star) Why commodity markets are in for a rude awakening (MacClean’s ) Privatisation in the euro area: Differing attitudes towards public assets (Deutsche Bank Research) Good jobs, bad jobs (OECD Insights) Three Scenarios for Brazil (Global Finance) Could emerging market turmoil delay tapering until 2014? – Erica Alini (Canadian Business) What was …

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Knowledge is Power: Banks, Gold Edition

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Lloyds leaps back to profit, seeks dividend approval (CityWire, UK) Six Years After Crisis, Banks Are Poised to Rule the S&P 500 (Bloomberg) Frontier markets: A contrarian defensive play? (Trustnet) Have we seen the worst of the gold stock horror show? (Financial Post) Revolution hits the potash market: is this a buying opportunity? (MoneyWeek) 20 U.S. stocks mixing value, …

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Estacio Participacoes SA: Brazilian For-Profit Education Provider

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In the U.S. for-profit college operators such as Apollo Group Inc fell heavily last year after the Federal government clamped down on the sector. Most of these operators had become diplomas mills handing out degrees that carried very little value. Abusing the Federal student loan program the companies in this sector signed up thousands of …

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Knowledge is Power: Oil Chart, Best Developed Market Banks, Phoney-Money Edition

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What I learned about investing from Gandhi (MoneyWeek) Are U.S. companies ‘state-owned enterprises’ ? (Canadian Business) Colonisation, the phoney-money way (Business Line) Brazil’s Middle-Class Anxiety (Bloomberg) Chart of the week: a picture of world oil (beyondbrics) World’s Best Developed Markets Banks 2013 (Global Finance) Sector Distortions Can Be Costly in Passive Investing (Alliance Bernstein)   Niagara Falls, …

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