Anthony Alfidi | TalkMarkets | Page 3
Founder & CEO of Alfidi Capital
Anthony J. Alfidi is the founder and CEO of Alfidi Capital, an investment research firm in San Francisco, California. Alfidi Capital publishes free investment research with honesty and humor. Mr. Alfidi holds a Bachelor's degree in human resource management from the University of Notre Dame ...more

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Continuing Oil Crash Points The Way To 2015's Energy Bargains
The oil services sector in the US is not done culling its own herd. Junior producers are still pumping at full volume just to make it look like they can service their high-yield debt with cash flow
Making Heads And Tails Of ChineseInvestors (CIIX)
The Chinese government has imposed severe restrictions on domestic investors after the country's equity market lost over a third of its value this year. Highly leveraged middle class Chinese are not able to liquidate their Chinese stocks.
Lancing The Financial Market Bubbles Of 2015
Bubble economies happen all the time. They tend to happen in isolation, when investors in one country or sector gets overly excited about a single, big story.
Gee, Maybe The Fed Is Really Serious About Raising Interest Rates
I have been pretty sure that the Federal Reserve could not and would not raise interest rates as long as it had an enormous balance sheet. I may have to change my mind soon.
Class F Stock Vs Class FF Stock In Startups
Founders' shares allow the early team to retain an extraordinary amount of control even after outside investors buy a majority of their company's common shares.
Climate Engineering For Profit
Someone is going to make a buck from climate-related phenomena. The easiest way to moderate climate change is to plant trees.
Getting Energetic At ETCC Quarterly Meeting
The ETCC's support for early tech development reminds me of the Federal Laboratory Consortium's CRADA programs.
Financial Sarcasm Roundup For 05/04/15
It looks like women have a leg up by choosing target date funds and making fewer changes to their assets over time...
Financial Sarcasm Roundup For 04/27/15
The Trans-Pacific Partnership trade agreement is still controversial among people on the far Left and Right who flunked both math and economics.
Getting Finance Right By Automating Lying Humans Out
El Niño used to be the bad boy of weather. The mere utterance of the term in a group presentation garnered gasps. El Niño meant droughts, blizzards Financial people do many things wrong.
Debt For C+I And Margins Equals Pain In Recessions
I'm talking about the macroeconomic charts that show how messed up the US economy is going to be in a recession.
Modern Portfolio Theory Before Hyperinflation
Fixed income investments comprise a significant allocation of many MPT models in the real world. Bonds, notes, cash instruments, and other things denominated in a face amount of currency will rapidly turn worthless in a hyperinflationary economy.
Saving For No Future
Study after study bemoans Americans' disinterest in saving money for their future lives. Behavioral finance academics are looking for an explanation. I've already found an explanation consistent with our evolutionary biology.
Galectin Therapeutics (GALT) Misfired In 2014
Galectin Therapeutics just cannot catch a break these days. They announced a Q4 loss this week, just a day after a law firm announced an investigation of the management team's investor relations program. It's fair to wonder what went wrong.
Seeking A Market Price For Carbon
Carbon dioxide emissions occur in the natural environment. Environmental scientists exploring the relationship between human-generated CO2 emissions and climate change advocate pricing these emissions.
Stranded Assets Of The Carbon Bubble
A contrary analysis in the Wall Street Journal from January 2015 argues that the world economy will still need significant hydrocarbon energy for the foreseeable future.
33 to 48 of 71 Posts