William K. - Comments

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Tilray Is Facing Several Lawsuits From Investors Via Their Most Recent 8-K Filing
3 years ago

Interesting indeed, even though I have no position with any of the participants. My natural assumption is that whenever information is withheld it is because of fraudulent intent. Usually that is found to be the case. Possibly not serious fraud, but certainly an effort to hide something.

In this article: CGC, TLRY, APHA
BoC QE Stimulus
3 years ago

Certainly all of us wish and hope that the "stimulative quantitative easing programs" actually only deliver benefits and avoid doing serious damage. I certainly hope that I am wrong about the inflation that I anticipate. But I am not aware of any instance when dumping huge amounts of money into the economy with nothing in return, has not lead to inflation. FDR's New Deal created jobs, so that folks were working and producing value, possibly not as efficiently as possible, but still, value was delivered in exchange for the money. That is not the case this time.

So it remains to be seen just what the results of the BOC efforts will be.

Heavy Day
3 years ago

An interesting summary, as usual. And we see that there are always ups and downs and what is the obvious force is not always clear, except when it is.

Has Bitcoin Outgrown Cyclical Volatility?
3 years ago

Interesting thinking about the bitcoin bulls.

But I would not say that it has been "embraced" by the financial payment companies, but much rather grudgingly accommodated because they do not want to be left out. I am still waiting for that loud crash when the realization that it is not the wave of the future hits. At that time the weeping and wailing will be quite noisy, I am sure.

In this article: BITCOMP
No Fear Of Inflation; Threat Of Deflation
3 years ago

Interesting and depressing, even rather alarming. I had not considered deflation as a threat or as a possibility. Certainly the supply of money can shrink if folks save instead of spend, but the banks are supposed to solve that problem by renting the money from depositors and then loaning it out and charging enough interest to pay for the rental. Presently banks are not offering any rental payments for money, and not charging rent on what they do pay out.That is not the way to gain any profit. And when a business does not make any profit, ususlly the result is a COLLAPSE.

Daily Stock Analysis: National Instruments
3 years ago

I am one of those who has considered NI products on several occasions. My conclusion was that it is definitely a highly profitable organization. Your analysis backs my opinion very well.

In this article: NATI
Tuesday Talk: Doing The Suez
3 years ago

There really does need to be a few more rules about how large ships are handled when passing through this waterway. The disaster certainly could have been prevented.

In this article: IWM, NDX, SPX, CTS, QADA, AVID
High Tide
3 years ago

As thorough and as well written as always, Thanks VL. And I hope that your pasover celebration was as fulfilling as it should be.

The Simple Equation
3 years ago

hat is certain is that without an accurate math model the simulations will not be correct. Luck might result in an occasional bit that matched what actually happened, but correlation does not prove causation. And the big challenge is that to build an accurate model one needs an adequate understanding. AND BECAUSE ECONOMICS IS NOT REALLY a precise field, unlike accounting, prejudices and fears as well as happy guesses ro prevail.

Negative Mortgage Rates In Europe Are The Ultimate Liquidity Trap
3 years ago

Given that every cent of government income is from taxes on those who are not the government, it does make some sense to at least be wise in spending money. Of course, printing lots more, and diluting the value of everybody's assets is another option for some. And I have heard the explanations that Mister Keynes had a different, hidden, agenda at the time.

And certainly the irresponsible creation of huge amounts of debt based on theories that do not seem to perform as desired is quite probably not a best choice for aggressive action.

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