The Reminder That We Are All Human

“A philosopher once asked, “Are we human because we gaze at the stars, or do we gaze at them because we are human?” Pointless, really…”Do the stars gaze back?” Now, that’s a question.”

Source: Neil Gaiman

I do not have the words for what is currently happening.

There is so much uncertainty. It is almost crushing, the sheer weight of the unknown. I didn’t realize that it would be so heavy. I didn’t understand how much I relied on knowledge, on the fact that today would at least be similar to tomorrow, that yesterday was like today, and that this would repeat indefinitely.

I didn’t realize how much I was taking for granted.

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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.

The WWE (World Wide Exchanges) SmackDown!: Dollar Battles Yuan for Trade War Prize

WWE is known for ” purely entertainment-based, featuring storyline-driven, scripted, and choreographed matches, though matches often included moves that can put performers at risk of injury if not performed correctly.”

I thought that outline was fitting for what is currently happening in our macroeconomy.

I’ve done a couple of pieces like this before – a general market update, a way to stay engaged and plugged into what is going on. This one is more speculative than usual. There is an absolute barrage of overwhelming information out there, and its hard to make sense of it all.

But that’s why Scanlon on Stocks exists – to help that information seem a little bit less overwhelming.

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Futures, Forwards, and SPOTS: How the World Can Trade Pork Bellies Without Ever Touching a Pig

Confession: I normally don’t do much research outside of options and long stock.

Not because the other platforms are some terrible place where people are yelling about pork bellies and soybeans, but simply because I don’t really understand it.

So to make up for admitting my weaknesses in finance on my finance blog, I decided to learn.

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