Twitter Update – A Cynical Analysis

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Last week, we wrote that we thought the probability of Elon Musk completing his acquisition of Twitter (ticker: TWTR) for the agreed $54.20 per share price was remote, and argued that Twitter management’s unwillingness to provide backup for their claim that fake accounts were less than 5% was an indication that this was a real … Read more

More Misleading Headlines on the Value of the Dollar

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Two weeks ago, we wrote about a Wall Street Journal piece titled “Surging Dollar Raises Possibility of Parity With Euro” which explained that the dollar was strengthening against the Euro.  Today, the paper printed a new article titled “Dollar’s Climb Stalls Amid Mixed Economic Signals” explaining “The WSJ Dollar Index, which measures the dollar against … Read more

“Hurricane” Dimon is Late and Without a Plan

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Last week, JP Morgan Chase CEO, Jamie Dimon, said that the economy is “sunny” at the moment but predicted there’s a storm coming.  He just doesn’t know if it will be a big storm or a small one. He advised that investors “brace themselves” for the coming hurricane while noting he didn’t know if it … Read more

The Depth Report Elon Musk is the Least of Twitter’s Problems

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Overview: My first job on the “buy side” was in risk arbitrage.  That’s a fancy name for investing based primarily on capturing the difference between the current price of a stock, and the value shareholders are due to receive in a merger or acquisition.  At that time, there were a lot of announced deals, a … Read more

Losses on the Fed Portfolio – Now They Tell Us

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We’ve been critical of the Federal Reserve’s zero interest rate policy which has gone on far too long combined with its $9 trillion balance sheet so many times that it’s not worth putting links here.  A quick check of the DKI blog will show it’s been a topic of interest.  Today, the Wall Street Journal … Read more

Dollar Euro Parity vs Food and Gasoline

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Last week, we put out a piece explaining that foreign exchange traders see the US dollar as being strong and that American consumers are experiencing higher prices (meaning a weaker dollar).  Today, the Wall Street Journal published a piece titled “Surging Dollar Raises Possibility of Parity With Euro” explaining that the dollar is strengthening against … Read more

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