Tag: finance

  • The Video Game Portfolio

    The Video Game Market Reddit user u/DeepFuckingValue turned a $53k YOLO into $11M. Through GME call options. Let me explain. What happened with GameStop? Let’s start from the beginning: Chewy CEO Ryan Cohen joined GameStop’s Board of Directors Upon this move, Citron Research predicted that the stock price would drop r/wallstreetbets decided otherwise For a bit of historical context, r/wallstreetbets is a […]

  • 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 […]

  • My Old Kentucky Home: Place-based Inequality in America

    Central and Eastern Kentucky are flooding, with hundreds of homes lost. The loss of coal mining jobs and the opioid crisis are two key hindrances to growth that Kentucky is grappling with Place-based inequality is a tough issue to tackle, and it comes with many nuances. Kentucky is a beautiful, beautiful state.

  • Ditch Your Car: Ridesharing is More Cost Effective

    Ditch Your Car: Ridesharing is More Cost Effective

    Ride or Drive: A Financial Model Comparing Ridesharing to Car Ownership Can ride-sharing really replace cars? The numbers say if you drive less than 10,000 miles, maybe.

  • My Favorite Charts, Pictures, and Ideas of 2019

    Below are all my favorite pictures, ideas, and charts from January – December 2019 – a visual representation of some of the coolest things that I’ve been reading, thinking about, and studying for the past year. Most of them are scraped from the non-financial tweets that I’ve liked over the past 12 months.

  • The Key to High Returns: Ignoring all the Data

    The economy and the stock market are two different entities, but the impact that one has on the other is extremely important The stock market has trended upward since its December lows The hard data shows slowdowns, consumer sentiment is waning, but the market continues higher The market trends to the upside over time, and […]

  • 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, […]

  • The Contagion of Currency: The Podcast

    https://castbox.fm/vb/88765713 An analysis of how we value currency, what is going on with the lira, and how it affects all emerging market. Enjoy!

  • 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 […]

  • 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 […]