Emerging Markets: Strong Dollar & The Path to Emerged Markets

How do you value pieces of paper? What creates currency? What makes the dollar a reserve currency?

There are several different models used to value currency, including Purchasing Power Parity and the BEER (Behavioral Equilibrium Exchange Rate) model, amongst others. There are several variables that go into those models, most notably conditional expectations, current rates, term premiums, national savings/investment, demographics, and interest rate differentials.

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Starbucks & Growth: Embracing China’s Multi-Billion Dollar Market

  • Starbucks created the “coffee experience” which was their economic moat in the beginning and has deteriorated over time for numerous reasons
  • Howard Schultz (Founder and Former CEO) & Scott Maw (CFO) leaving will create temporary headwinds and investor concern
  • Success in China is necessary for the success of the company

SBUX is America’s favorite drink – the one that costs a little bit more than we would like, but is addicting. Coffee is a staple of most American’s mornings – wake up, grab a cup, and go to work. SBUX has made it into a “Starbucks Experience”, creating the stores into a place where you can go to catch up with friends, a job interview site, and a place to study for finals, fueled purely by caffeine.

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Dollar vs Yuan: Podcast Version

Click here for the link to my FIRST podcast EVER.

Expanding the blog into a new territory.

I learn by reading (hence, the blog). Some people learn by listening. Some by seeing. Some learn through kinesthetics (I’ll have to brainstorm some ideas on that one).

I want information to be accessible to everyone. That’s why I post a ton of graphs. That’s why I write the blog. And now, that’s why this podcast exists.

Exciting things coming for Scanlon on Stocks. Thanks for joining me on the adventure.

Enjoy.