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Elliott Morss | January 19th, 2017

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Global Finance

Investing in a Dangerous World

January 4th, 2017 |

The world is a dangerous place. So where should you invest? The article summarizes the dangers and offers suggestions on investing. Read More

Trump on Trade – What Will He Really Do?

December 13th, 2016 |

Trump’s strong and often misinformed assertions on changes he will make as President has spawned a growing “What Will He Do” industry among journalists and cable news. This piece looks at his foreign trade assertions. Probably there will be less bite than the bark we have already heard. Read More

Reviewing the IMF’s Role in the Greek Crisis: What Its Independent Evaluation Office Missed

September 19th, 2016 |

The Independent Evaluation Office of the International Monetary fund just completed a review of its role in the Greek, Irish, and Portuguese economic crises. It missed some important points.Read More

Can Anything Save the Eurozone?

August 24th, 2016 |

The article attempts to explain why the Eurozone is unworkable by highlighting differences between its members and states in the US. In addition, the issue of whether the European Union will survive is discussedRead More

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