Jake A. Walsh - Systems, Economics, Investing
Saturday, May 20, 2017
Home Capital Group and MCAN: A tale of two subprime lenders
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While the current woes at Home Capital Group, Canada's largest alternative lender, are being prominently featured in the media, the offi...
Saturday, January 31, 2015
Linn Energy - Is there any value in the equity?
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A few years ago, a number of bloggers pointed out Linn's Ponzi-like financial structure, with a strong bear case spelled out by Bronte ...
Sunday, January 25, 2015
Moving back to the short side on oil stocks
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In my last post, I noted that the major opportunity to be short oil and gas company stocks had passed, and the comment was fortunately timed...
Sunday, December 7, 2014
Cheap Oil, the Dollar, and Deflation
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I want to shift gears a little today and open a discussion on some of the wider economic implications of a lower oil price. The motivation ...
Sunday, November 30, 2014
OPEC’s miscalculation and the shifting oil supply cost curve
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I made my bearish case for oil about a year and a half ago, and so far it appears to be playing out. This post is a follow up to my prior...
Tuesday, April 23, 2013
The Bearish Case for Oil – In Charts
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In my last post I discussed why oil service companies could make for a great short play. But there’s a huge caveat to that recommendation ...
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