Image Image Image Image Image Image Image Image Image Image

Elliott Morss | September 27th, 2016

Scroll to top

Top

Xinyuan Real Estate: Positive News in a Risky Business

August 17th, 2016 |

Introduction

The second quarter results from Xinyuan (XIN) sound good. Table 1 summarizes data from CFO Liu’s statement at the earnings call. Sales are up. Area sales are up but not by as much (possibly because a greater portion of … Read More

Why Trump’s Trade Deficit Concerns Are Nonsense

August 2nd, 2016 |

Donald Trump has argued that China has “cheated” in international trade. His solution – levy a 45% tariff on their imports. This is nonsense. Trump does not understand.Read More

The American Public Has Been Fooled – Life is Good in the US

July 20th, 2016 |

Political candidates say things are bad now. And media ratings jump whenever they can find a disaster to feature. The reality is quite different.Read More

Your Favorite Wine – Where Does It Really Come From?

July 13th, 2016 |

Where does your wine really come from? Hard to tell. Don’t believe everything the label says….Read More

The Brexit Vote and Aftermath – Facts to Keep in Mind

June 29th, 2016 |

Uncertainty surrounds the outcome of the non-binding Brexit vote. This piece lists the uncertainties and draws limited conclusions based on what we know to date.Read More

Media Warp – The Cable News Distortions

June 24th, 2016 |

We know that cable news sells sensationalism and entertainment as well as news. For the most part, it does not matter. But the recent overblown coverage of mass shootings is having negative consequences. Read More