Dr. Duru - Comments
Sole Proprietor, Ahan Analytics, LLC
Dr. Duru Ahanotu is a graduate of Stanford University with over twenty-five years of experience doing analytic modeling, executing pricing strategies through price optimization, and implementing, developing, and selling enterprise software. He adds to this industry experience another five ...more
Latest Comments
Deducing The Crash In Oil: How Would Sherlock Holmes Drill Beneath The Headlines?
10 years ago

I think the analysis should also take into account what happens to the savings consumers gather from the cheaper gasoline and other petroleum-based products. Even if they are not spending the money on other goods, they are likely using it to pay down debt. That alone can relieve a lot of stress for a lot of non-oil families. Let's see which effect is the bigger. I have an article coming out soon summarizing the amazing results of LGI Homes whose base is in Texas and saw crazy sales numbers in Houston.

The increase in rig count in Canada may not be so good if all it does is add supply to an over-supplied situation.

I am also surprised you didn't weave in the demand side. Could it be that the persistent weakness in oil prices is also revealing how weak the global economy is in general, in particular China? I believe oil demand in the U.S. is already on a secular decline...

But overall, I loved the article as usual. Great narration weaving Sherlock in there!

And now imagine what is going through the collective mind of the Federal Reserve. I think it would be unprecedented to start tightening policy in the face of such a collapse in prices in this large a part of the economy!

In this article: OIL, XOM, CVX
The Canadian Dollar Slips On An Oil-Slicked November GDP Report
10 years ago

This is actually an old article that TalkMarkets accidentally republished from my site. But yes, the entire commodity complex is in collapse mode now!

In this article: FXC
Millennial Regret
10 years ago

Great article! I love the flourish and sentimental overtones. It sounds like true American dream. I think it is also a good story to remind us of the value of *ownership* in an era where the sentimentality of attachment, bond, and commitment are being casually tossed about and overboard. I particularly loved the references that remind us how inflation have really bitten us in ways that go unmeasured: very few families can afford to get by on just one paycheck, no one could ever hope to pay off a mortgage in a matter of a few years, etc, etc...!

I will soon read the links you posted that give some hope on the desire for home ownership. I also summarized findings from a related Fed survey here: seekingalpha.com/.../3230496-using-the-feds-report-on-economic-well-being-to-gauge-prospects-for-the-housing-market

-- Dr. Duru

Shake Shake Shake: The Shack Shack Metaphor
10 years ago

I love the thematic approach here. SHAK definitely makes those of us who have been around for a while think bubblicious. Next time Yellen complains about valuations, it won't be small caps and bio-tech, it will actually be about burgers and casual dining! :)

In this article: SHAK
T2108 Update – A Continued Surge Toward Overbought Conditions
11 years ago

I thought it would be better to respond with my author identity on TalkMarkets. :) So, again, thanks for reading. My latest T2108 Update has a bearish spin on the latest market machinations. T2108 just barely missed overbought again (70%), and previous experience has taught me to maintain a bearish bias under these circumstances...

In this article: EEM, VXX, EWG, CAT, CONN, GOOG, P, GLD, LINE
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