sashan wrote a new post, BRIC FDI flows, not all that it seems, on the site Slasher's coffee beans 1 month, 3 weeks ago
“But back to that story about BRIC investments not being foreign, but rather dressed up as FDI with internal money. So just as rich Americans are looking to have investment companies in the Cayman or Bermuda, rich […]
sashan wrote a new post, Russian cocktails, on the site Slasher's coffee beans 2 months ago
To market, to market to buy a fat pig. No. That is what the Cypriot government voted, a tiny parliament (56 members) voted no, well 36 of them. 19 abstained, there must have been one person missing. But what now? […]
sashan wrote a new post, Squeezing the pips out of Cyprus, on the site Slasher's coffee beans 2 months ago
“Of course nobody knows what the benefits were for the country of being inside of the Eurozone, I wonder if that would be easy to quantify? Surely Russians, who are around 30 percent of all the deposits would NOT […]
sashan wrote a new post, They are nuts, on the site Slasher's coffee beans 3 months, 2 weeks ago
“Those crazies in North Korea are threatening something worse than a nuclear test. Bozos. If I could hope for one thing in my life it would be freedom for the people of North Korea. Right there is the best example […]
sashan wrote a new post, Yum! not so tasty, on the site Slasher's coffee beans 3 months, 2 weeks ago
“It has been a very tough quarter for Yum! Brands who saw fourth quarter earnings slip 5.3%. It dampened what was going to be a fantastic year for the company. Well it still was a very good year. Full year […]
sashan wrote a new post, Amplats, it’s tough out there, on the site Slasher's coffee beans 3 months, 2 weeks ago
“And production this year is expected to be around where it was last year, 2012, between 2.1 and 2.3 million ounces. Cash costs per ounce back in the year 2002 was 3599 ZAR. That is around 4.5 times higher now […]
sashan wrote a new post, Jobs Friday, on the site Slasher's coffee beans 3 months, 2 weeks ago
“Expectations today are for around 160 thousand more jobs to have been added for the month of January. I am always amazed that so much emphasis is placed on the number when you consider the sheer size of the […]
sashan wrote a new post, Facebook. 67 bucks a user., on the site Slasher's coffee beans 3 months, 2 weeks ago
“The valuation at current and even next years levels is still difficult to wrap your head around, a 50 plus multiple. And that is for two years out. You are not buying fresh air here. You are buying a business […]
sashan wrote a new post, NASDAQ nowhere near, Dow in the zone, on the site Slasher's coffee beans 3 months, 3 weeks ago
“There is a ticker on CNBC, during Fast Money that shows that we are now only a percent and a half away from the highs on the Dow Jones Industrial Average, three and two thirds of a percent away from the all time […]
sashan wrote a new post, Apple. That sucker trades. Like a lot!, on the site Slasher's coffee beans 3 months, 3 weeks ago
“Apple was a huge drag on the broader index which eventually ended as close to flat as one could possibly imagine. Down a whopping 12 percent is where Apple finished, we are reminded that this is a very widely […]
sashan wrote a new post, Isaac Newton floored, on the site Slasher's coffee beans 3 months, 3 weeks ago
“So, should you freak out like Cramer? Should you shout and jump up and down that “they” know nothing? Is 460 odd Dollars a good price for Apple, the company? Do you want to be owning this company for the next […]
sashan wrote a new post, The big BoJ bang, on the site Slasher's coffee beans 3 months, 4 weeks ago
“At the same time the BoJ has raised their economic forecasts. I don’t know what to think of this. Surely all the past programs were designed to escape deflation? Reminder, the Japanese stock market, the Nikkei […]
sashan wrote a new post, Richemont rubbished, on the site Slasher's coffee beans 4 months ago
“I suspect however that this report will be met negatively by the market and perhaps we could see a short term slump, not too dissimilar to that of Burberry. And it turns out that Burberry, after a weak outlook […]
sashan wrote a new post, Chinese GDP 2012 print is 7.28 times that of 1999, on the site Slasher's coffee beans 4 months ago
“An even more astonishing number is that in the years from 1999 to 2009 (11 years), collective Chinese GDP was 26.6 trillion Dollars. The last three years almost equalled the 11 years prior to that. Yes, add 2010 […]
sashan wrote a new post, Anglo American feels the heat, on the site Slasher's coffee beans 4 months ago
“Costs. Part poor decision making, part labour, part electricity. And of course, probably the most important part in all of this, part weaker demand. Because you can let the costs get out of control and then what […]
sashan wrote a new post, The Amplats truth is ugly, on the site Slasher's coffee beans 4 months ago
“I have always maintained that this would be the point where all involved parties would now be forced to sit down and get serious. Because now it impacts everyone. Labour is losing revenue as members will probably […]
sashan wrote a new post, Amplats. Shocker. Everyone sort of knows that., on the site Slasher's coffee beans 4 months, 1 week ago
“This is a shock, but not a big one, there were certain expectations that these were going to look ugly. Well, the write down is something that will no doubt be fleshed out in the results, but the operational […]
sashan wrote a new post, Impala waterhole leaks, on the site Slasher's coffee beans 4 months, 1 week ago
“If I were an Impala shareholder I would not be impressed. At least you are still getting the proceeds of the mine but slowly but surely 51% of that vital asset is leaving your books. And what happens when […]
sashan wrote a new post, Mark Cute and funny, on the site Slasher's coffee beans 4 months, 1 week ago
“I suspect that he will be tasked with the tricky job of making sure that himself and Chris Griffiths give Anglo Platinum all of their attention. It is going to be a tough road ahead for making sure that the asset […]
sashan wrote a new post, The Fed set sail, on the site Slasher's coffee beans 4 months, 2 weeks ago
“Now that might sound as ever a little cryptic, Fedspeak, but that means inside of the committee there are a few dissenters. Or people asking questions about the current path. But with the single vote against, the […]
