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Elliott Morss | August 27th, 2016

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Featured Articles

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