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Archives for November 2017

Will Shrinking CB Balance Sheets Bring Down the Market?

November 28, 2017 By Sophocles Sophocleous

Investors probably underestimate the tailwind from global central banks quantitative easing.  Over the last five years, the expansion of the Federal Reserve balance sheet has expanded and with it the S&P 500.  In the chart below, by Michael Lebowitz of 720 Global we see this relationship. (Source: 720 Global) Deutsche Bank published a chart which shows the balance … [Read more...]

My Latest Trade: DVMT – VMW

November 23, 2017 By Sophocles Sophocleous

Yesterday, I took a position in my own account which I will share with you.  I took a long in DVMT and an equal amount short in VMW.  To give you some background, in 2015 Dell acquired EMC Corp which had an 81% position in VMware (VMW).  To help pay for the acquisition they created a tracking stock (a spin-off would have resulted in a large amount of tax because of EMC's low … [Read more...]

Applying My Risk Checklist To General Electric And Mylan

November 21, 2017 By Sophocles Sophocleous

Summary Part of my process is to go through a risk checklist.  Stocks that don't pass are put aside.  Debt ratios and 3 models (Piotroski, Altman, Beneish) are used and shown. The article will go over the debt ratios and the 3 models that investors can use in their own process. General Electric and Mylan are used as examples of stocks that looked interesting but … [Read more...]

Absurdities in today’s markets

November 20, 2017 By Sophocles Sophocleous

John Mauldin and Yra Harris both touched on the absurdities we see today in the financial markets.  As Mauldin puts it "I have gone from the occasional smile to scratching my head now and then to “WTF” moments several times a week."  I couldn't agree more.  With their permission to reprint here on my blog, I've posted parts which you shouldn't miss.  Click on the titles if you … [Read more...]

Carl Icahn

November 16, 2017 By Sophocles Sophocleous

While Carl Icahn is probably known by the millennials as the guy who argued with Bill Ackman over Herbalife, or for his Apple position or for his investment in Lyft, he has a career that spans back for over 50 years.  An activist investor but also businessman and philanthropist.  I recently saw an interview he did at the DealBook Conference and if you don't have time for … [Read more...]

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Disclaimer

fatalpha.com is not operated by a broker, a dealer, a registered investment adviser, or a regulated entity. Under no circumstances does any information posted represent a recommendation to buy or sell a security. In no event shall fatalpha.com, Sophocles Sophocleous, FATALPHA LTD, or any affiliates or associates be liable to any member or guest for any damages of any kind arising out of the use of any content available on the website. Past performance is a poor indicator of future performance. All the information on this site and any related materials is not intended to be, nor does it constitute investment advice or recommendations. All materials and information you obtain here are exclusively for informational purposes and does not constitute an offer or solicitation to provide any investment services to investors based in the U.S. or elsewhere.

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Sophocles Sophocleous

A Fulbright scholar and Chartered Financial Analyst, has been active in the global financial markets since 1999. This website displays his personal thoughts and views. Read More…

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