J-Curve Effect

Type: Keyphrase
Name: J-Curve Effect
First reported Apr 13 2014 - Updated Apr 13 2014 - 1 reports

Why Stocks Won't Crash (At Least For Now)

Many stock markets are only marginally off record highs and yet there's already a growing chorus of calls for a larger correction or crash. Comparisons to 2008, 1999, 1987 and 1929 are all the rage. The Internet can be partially blamed for this "noise" ... [Published Investing.com - Apr 13 2014]
First reported Mar 22 2014 - Updated Mar 22 2014 - 2 reports

Guest Post: Japan's Self-Defeating Mercantilism

Authored by Joyce Poon, Gavekal Asia Research Director ,In the 16 months since Japanese Prime Minister Shinzo Abe launched his bold plan to reflate Japan’s shrinking economy the yen has depreciated by 22% against the dollar, 28% against the euro and 24% ... [Published Zero Hedge - Mar 22 2014]
First reported Mar 20 2014 - Updated Mar 20 2014 - 1 reports

KKR Financial: KKR Should Pay More For Us

SummaryKKR offered to buy KFN in December in an all stock transaction. By all measures it appears that KKR is getting a bargain at the expense of KFN shareholders. The timing of KKR's offer was fortuitous. KKR shares had a great run and KFN was suffering ... [Published Seeking Alpha - Mar 20 2014]
First reported Mar 20 2014 - Updated Mar 20 2014 - 1 reports

Gavekal on Russia and Japan By John Mauldin

Gavekal on Russia and JapanI look at dozens of sources a day on global macroeconomics, but one source I go to every day is my good friends at Gavekal. The Gavekal partnership – father Charles Gave, son Louis-Vincent Gave, and noted economist and journalist ... [Published Value Walk - Mar 20 2014]
Entities: Russia, Japan, John Mauldin
First reported Mar 19 2014 - Updated Mar 19 2014 - 1 reports

Kurodanomics And The Missing Third Arrow

SummaryRecent Japanese export trends have been lackluster. Annualized GDP growth in Q4 was revised 0.3 percentage points lower to 0.7%, as weaker consumption and capital spending outweighed a slight upward revision to inventories. Unless Mr Abe proceeds ... [Published Seeking Alpha - Mar 19 2014]

Quotes

...5 vs the GAAP value of $10.58. Goldman Sachs appears to agree with us as shown by this SEC filing (See slide titled "Kevin Adjusted Balance Sheet). At today's offer price, KFN shareholders are receiving only a ~5% premium to our adjusted book value per share."

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Why Stocks Won't Crash (At Least For Now) [Published Investing.com - Apr 13 2014]
Guest Post: Japan's Self-Defeating Mercantilism [Published Zero Hedge - Mar 22 2014]
Guest Post: Japan's Self-Defeating Mercantilism [Published Zero Hedge - Mar 22 2014]
KKR Financial: KKR Should Pay More For Us [Published Seeking Alpha - Mar 20 2014]
Gavekal on Russia and Japan By John Mauldin [Published Value Walk - Mar 20 2014]
Kurodanomics And The Missing Third Arrow [Published Seeking Alpha - Mar 19 2014]
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Guest Post: Japan's Self-Defeating Mercantilism [Published Zero Hedge - Mar 22 2014]
Authored by Joyce Poon, Gavekal Asia Research Director , In the 16 months since Japanese Prime Minister Shinzo Abe launched his bold plan to reflate Japan’s shrinking economy the yen has depreciated by 22% against the dollar, 28% against the euro ...
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