100+ Years On, The Fed Needs a Complete Overhaul (Seasonally Adjusted Economists Need Not Apply)
This is not so much a book review as a re-direction and discussion in light of 1) recent Fed comments posted on SK, including my ex-colleague (and...
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As China Digs for Growth, Can Korea Break Chaebol Dominance?
Both the surge in industrial commodity imports and excavator sales in February confirm the rebound in Chinese fixed investment led by...
626 Views
Trump Tax Impact on US-Mexico Auto Industry Could Have Greatest Impact on Mazda/Mitsubishi
What are the Alternative Taxes and Tariffs Under Consideration and the Objective and the Nature of Each Option?In the US, the Trump Administration...
3k Views
Port Operators Outlook 2017 - Returns to Stay Muted, Throughput Recovery Provides Valuation Support
Port Operators Outlook 2017 - Returns to Stay Muted, Throughput Recovery Provides Valuation SupportWith an uptick in economic activity and trade...
811 Views
Korea Aerospace Industries - Fighter Jets, Helicopters, & Commercial Planes (Part 1)
This report is Part 1 of an in-depth report on Korea Aerospace Industries (047810 KS) ("KAI"). While the stock is down nearly 45% from its highs in...
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