Month: June 2015

The Chinese equity market has been on a streak recently, although it has experienced a huge pullback recently due to the over-leveraged market thanks to margin trading. The Chinese Central government announced the opening of margin accounts back in January 2015 but has suddenly placed strict limitations at the end of June 2015 to control … Continue reading US vs. China – Economic Stimulation Policy

One of the biggest winners in the market over the past twelve months is chip maker Ambarella ($AMBA). The company that provides high definition chips and supports names like GoPro ($GPRO) has shown explosive revenue and earnings growth. The company was everyone's radar after GoPro's IPO. AMBA delivered an impressive 1800% run since it went … Continue reading Ambarella (AMBA) – Wearable Tech – Regression Analysis

In the broad financial world, 10-year Treasury rate is often denoted as "risk-free" rate. The strength of the dollar and rate is highly dependent on "good faith"/credibility. Technically-speaking, central government like the Fed can still function on a loss. The recent Swiss National Bank situation well supported this fact. On January 15 of this year, when … Continue reading Does the Federal Reserve Need ROI?

Workday is an enterprise resource planning (ERP) service provider which helps medium to large enterprises alleviate their day-to-day operational burdens. Essentially, Workday provides a central platform of interaction for users of interest. The company had an IPO back 2012, and quite a stellar one. Roughly 23 million shares exchanged hands for about $620 million, the largest tech IPO … Continue reading Workday – Short the Discrepancy