Tag: growth

  • 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, […]

  • 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 […]

  • 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 […]