tesla

Tesla – What the Fuss?

This week there was lots of news from Palo Alto surrounding the phenom automobile maker, Tesla Motors, Inc. (TSLA:NASDAQ) and its spirited leaded Elon Musk.   First, we must understand; (a) Tesla is clearly a market disruptor (great link : Review of Tesla’s disruptive strategy), (b) the market capitalization of Tesla has soared from zero to $35
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Russia

FROM RUSSIA WITH LOVE: A GREEK TRAGEDY

I do not believe that Aeschylus, Sophocles and Euripides could have written a better script. Last week, Greek Voters elected a new Government and Alex Tsipras is the new Prime Minister of Greece. In case you missed that – see Syriza Win in Greek Election Sets Up New Europe Clash …. As for Mr. Tsipras, he leans a bit to the left,
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swiss franc

Switzerland: What the Heck? The Euro, CHF and Central Bankers!

I will admit to all, I was long the Swiss Franc (CHF)on Thursday morning, January 15, 2015 when the Swiss National Bank (SNB) abandoned its three-year old cap at 1.20 francs per Euro. I will also admit that I was completely caught by surprise.  However, I had a lot of company with me, including the likes
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IMG_2842

Happy New Year

Hope your year is off to a great start. It has been sometime since I have shared my thoughts on global macro economic concepts, but that is about to change. In the meantime, I hope you year is very productive! Stay tuned. jv

Economic Fundamentals

THE FUNDAMENTALS OF ECONOMIC FUNDAMENTALS

Economic Fundamentals This term is used so often that there is an underlying assumption that all economists and investors have a common definition.  Not so. A few years ago, I realized two significant things when speaking about macro-economic elements: There is NOT a uniform definition of what these fundamentals are. A lot of people just
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