Published: May 29, 2015
The SumZero team is traveling to Hong Kong, Seoul, Sydney, and Singapore during the month of June to introduce the research platform to top, Asia-focused funds and to expand the community's membership base in the region. We are pleased to kick off a broader series of sector/region-specific resear...
Published: July 09, 2012
Credit booms are often followed by credit busts, which seems to be the case here. Consumer debt defaults are at a 30-month high, at 8% in May. Credit as a share of GDP has doubled over the last 5 years, as has the amount Brazilian households are dedicating to paying that debt.
Published: May 10, 2012
The pixie dust behind China’s economy is little more than poorly allocated capital, the vast majority of which has driven a property, infrastructure, and factory bubble on a scale that leaves little doubt as to the final resolution.
There is only one scenario that does not further inflate the ...
Published: May 10, 2012
The pixie dust behind China’s economy is little more than poorly allocated capital, the vast majority of which has driven a property, infrastructure, and factory bubble on a scale that leaves little doubt as to the final resolution.
There is only one scenario that does not further inflate the ...
Published: September 11, 2012
Contributor: John Pulliam
Title: Portfolio Manager
Firm: Vela Capital
Location: New York, NY
Notable Stock Expertise: ZNGA, YUM, RMS
Undergrad: Wheaton College
Post Grad: Columbia Business School
Recommendation: Short iShares FTSE/Xinhua China 25 Index (NYSE: FXI)
Timeframe: 6 Months ...