Skip to content

Investing Classes and Strategies

New Deal Means A Sort of Old Liberal Keynesianism

Yesterday I noticed an interesting trend on the financial investments blogs – many started to talk recently about a New Deal. Which is normal, don’t get me wrong – with stagflation and investments decimated in the US, with the BRIC markets trailing behind expectations and a sluggish Europe, things look hardly “rainbowy” for the global asset managers.
Which of course gets the economic policy makers and thinkers worried. Especially in the US, the world’s powerhouse in economics 101. No wonder that famous and serious bloggers, such as Rortybomb, turned their attention to that. After all, what’s easier than taking an old wheel, polishing it and using it to restart a virtuous economic cycle?
My short answer is – everything. The neo-liberal thinking pushed the US economy in this prolonged recession – by allowing the US government to throw billions of dollars into several sector’s arms which used them sub-optimally. Of course, all those blogs are against this policy. Or pro this policy with changes (big or small).
Then, what’s the problem? Why do I argue for a new paradigm?
It is very simple. It is called “behavioral finance”. And NLP. 2 in 1, crash course my friends:
1. New Deal is an old paradigmRead More »New Deal Means A Sort of Old Liberal Keynesianism

What Is The Perfect Profile Of A Central East And East Europe CFO?

Recently I was browsing a few articles on the CFO job in Central East and East Europe. Actually quite interesting readings, even if you are not a boring finance professional trying to make his/her way to the top. Whilst reading them, I had two major surprises:
– The articles on the topic were few and far in between, and quite old (we are in 2014, they were from 2007-2010, when probably the enthusiasm and the PR needed to recruit high-caliber professionals for CFO jobs were substantially higher);
– Surprise to surprise – despite their aging, the CFO blogs had some interesting insights which are still valid so far.
What were the key findings of these headhunter blogs related to the ideal CFO?:
– CFO’s in CEE need to have superior technical finance knowledge, especially related to the complexity of accounting standards, fiscal requirements, M&A’s and financial analysis (the Western Europe CFO’s who deal with much fewer and more developed countries need paradoxically less of such technical skills);
– Communication skills are highly priced in CEE for the senior financial leaders of the companies;Read More »What Is The Perfect Profile Of A Central East And East Europe CFO?

Next Financial Crisis

I was reading these days several articles in the financial press. All is so quiet… dangerosuly quiet. Wall Street Journal, Financial Times, LA Times, Forbers etc they are all silent about what the banks are doing or what other financila insitutions are up to. To me, this means only trouble brewing.
Economic data for US looks slightly promissing and the real estate market is slowly growing. Not an accelerated pace (foreclosures in US declined to 650,000 in August, down from 1 million 1 year ago and 3 million 5 years ago), but still… EU is stalling, with Germany and France almost to a halt (industrial production -0.1% to LY, first time in recent history when Germany stumbles a bit). Usually US profits from these moves.
So what next?Read More »Next Financial Crisis

3 Ways to Invest in Ecommerce

The percentage of consumers who has made a purchase online is breaking new records each year, with tablet and smartphone usage leading the way. Over 75% of all consumers have made an online purchase, with many making them regularly. Retailers have pushed to offer their services online, and ecommerce start-ups are seeing significant profits as a result. If you are looking for an area to invest in, ecommerce is a good one. However, finding ecommerce stocks to invest in can be a daunting task, as there is no official ecommerce sector or list of stocks out there. There are several ways to invest in ecommerce. The following are three of the most promising.

Ecommerce Stocks

If you wish to invest in ecommerce stocks, the first step is to compile a working list of the top stocks out there. This will involve some time and research, using online stocks lists to comb through multiple sectors. Common sectors to find ecommerce stocks in could include technology, retail, and services. Another way to go about this is to think of your favourite ecommerce retailers, or to research sales figures to find out who has made a strong showing in the past quarter. Review daily charts, and compare individual stock charts to the NASDAQ. In addition to sales figures, take a closer look at the ecommerce website. Do they have a large social media following? Do they have easily integrated payment gateways to enable sales? These are just a few factors to consider when picking and choosing stocks to purchase.Read More »3 Ways to Invest in Ecommerce