Sam Park's Take on Finance and Economics

This site cuts to the straight talk on current financial and economic topics. All related comments are welcome for discussion and suggestions. Please keep in mind that the views expressed in this blog represents the opinions of Sam Park and do not necessarily reflect that of Buchanan Street Partners. The posts and comments do not represent any type of investment advise, and you should conduct your own due diligence before acting on ANYTHING mentioned in this blog.

Wednesday, August 29, 2007

Miss Teen South Carolina on Subprime

›
Q: Studies show that about a fifth of homebuyers were not prime borrowers. Discuss the repercussions of loose lending standards on the US ec...
14 comments:
Wednesday, January 17, 2007

Apple's iPhone... Maybe in the US

›
Apple's attempt to crack into the global cell phone industry will come with many hurdles. Sure its sleek design will attract some, but i...
2 comments:
Tuesday, January 09, 2007

The Switch to Service

›
Before regulators decide to take some protectionist policies to "protect" US manufacturing jobs, they should take a good look at t...
5 comments:
Tuesday, December 26, 2006

Revolution

›
According to Dictionary.com, Revolution means the following: rev·o·lu·tion / ˌrɛv əˈlu ʃən / Pronunciation Key - Show Spelled Pronunc...
2 comments:
Monday, December 18, 2006

No Surprise

›
Here is the 10-yr monthly averages of the CPI data. Whether or not you have any faith in government statistics, you can see that inflation h...
2 comments:
Monday, December 04, 2006

Got the Dollar Jitters?

›
The Once Almighty Dollar has been falling against major currencies. Why, you ask? Well, where do we start... Trade deficit numbers in terms ...
4 comments:
Wednesday, November 29, 2006

On My Mind

›
There's a lot on my mind right now... like my girlfriend pushing for that engagement ring... you know the story. I'm thinking maybe ...
3 comments:
Thursday, October 26, 2006

Yield Curve Signs

›
Here's one of our recent newsletters... enjoy. Buchanan Street Partners Newsletter
1 comment:
Monday, September 25, 2006

Taking on Real Estate

›
I haven't posted in awhile, and that's because I've made a transition into commercial real estate. I've been learning that t...
Thursday, March 30, 2006

Tom Au's Interview with Financial Sense Online

›
Financial Sense Online - Newshour's Ask the Expert - interviewed our principal, Tom Au. This one hour audio interview could be obtained ...
3 comments:
Wednesday, February 15, 2006

Pension Outlook

›
Many people dream of their retirement days. We hope that when that day comes, we can crack open that nice nest egg and have sufficient incom...
6 comments:
Friday, February 10, 2006

It's Just Unfair

›
Intel said that the Fair Trade Commission (FTC) visit was a normal surprise visit. AMD said that the visit was more like a bumrush. Here...
1 comment:
Monday, December 05, 2005

That's Hot

›
Paris Hilton describes a trendy item or a passing fad by claiming “that’s hot.” Perhaps that’s how she’d depict some real estate markets in ...
2 comments:
Tuesday, November 22, 2005

Where's the Value?

›
It's going to take more than a cosmetic makeover to turn around Sears/Kmart. I would guess that people shop at WalMart because shoppers ...
1 comment:
Monday, November 21, 2005

A Scrooge Christmas?

›
I remember driving past some retail stores three weeks ago, and I had noticed that they were putting up the Christmas decorations. I thought...
Wednesday, November 16, 2005

Phantom Trader

›
Dealing with China has been less than smooth. First it's currency "manipulation" and lack of intellectual property protection,...
Tuesday, November 15, 2005

Don't Cook the Turkey in the Microwave

›
Convincing a non-blogger to read blogs is like trying to persuade an oven user to use a microwave. Why should a person use one’s time readin...
Thursday, November 10, 2005

Snap, Crackle and Pop... Not the Rice Krispies Characters

›
In the 90’s we saw a bubble in tech. Inflationary concerns have led to the Fed increasing fed funds rate, perhaps a bit too much. Imbalances...

Risk Management

›
Faire Isaac (NYSE: FIC) has hired a key employee to lead its efforts in Japan. FIC provides analytic and decision management technology to i...
Wednesday, November 09, 2005

Changing of the Guard

›
US Treasury yields have jumped today. According to Bloomberg, approximately 50% of Treasuries are held by foreign holders. It appears that t...
Friday, October 28, 2005

Inflation or Higher Rates

›
When considering inflation, you can't just look at the figures in front of your face. You have to consider inflation expectations, and t...
1 comment:
Tuesday, October 25, 2005

China's Financial Structure

›
When people think about international investing, they cannot ignore China. The country represents a huge market, but some of its structures ...
1 comment:
Friday, October 21, 2005

The $3 Trillion Stamp

›
My report on the Privatization of Japan's PSS is up on RW Wentworth's website . Also up on the site is my summary of the recent Fed ...
Thursday, October 20, 2005

101 Uses for an iPod

›
Steve Jobs wasn't kidding when he said that Apple will create markets by teaching people how to use their iPods. I love catching compani...
Wednesday, October 19, 2005

Do They Really Have a Case Against Violent Video Games?

›
I'm not much of a fan of Michael Moore. I find his bombarding interview tactics very rude and his manipulative editting methods very dec...
Tuesday, October 18, 2005

CPI - As in Corruption Perceptions Index (Not Consumer Price Index)

›
In this time of globalization, international investing has become a familiar term. But where do you invest? I'm not going to lie and say...
Monday, October 17, 2005

It's a Snow Storm

›
U.S. Treasury Secretary had positive comments on China's reform after meeting with China's leaders this weekend. He talked about how...
Friday, October 14, 2005

Rogue Trading

›
Refco has made some negative headlines lately, and its public listings status remains in jeopardy. Many corporate frauds have come out in th...

Koizumi Finally Did It

›
What has bunch of letters and over $3 TRILLION? Give up?... it's Japan's Postal Savings System, which was state-owned until now. The...
Thursday, October 13, 2005

We Got Game

›
Many conservative and mature individuals may view video games as an occasional stress reliever. However, many gaming participants under thei...

Let's Make a Pact

›
Microsoft seems to have joined the recent trend of large companies making pacts with each other. MSN has made a deal with Yahoo’s messenger ...

Video On The Go

›
Apple’s new iPod will offer video capabilities, and Apple and Disney have shook hands to deliver “Desperate House Wives” and “Lost” to the n...
Monday, October 10, 2005

NHL is Back

›
NHL has commenced its season after a year-long absence that was caused by contract disputes between the players and owners. This was somethi...
Tuesday, October 04, 2005

Demand or Supply

›
The oil crises of the 70’s and 80’s had disrupted economies as political conflicts in the Middle-East created supply shortages. This led to ...
Friday, September 23, 2005

Don't Believe the Hype

›
Rich Kuslan once passed down some wisdom about commodities to me. He summarized the message of Stanford professor, Thomas Sowell: 1. There i...
1 comment:
Tuesday, September 20, 2005

Wake Up Call

›
Many individuals seeking some debt relief through bankruptcy filings will have a difficult time after October 17th. The credit card industry...
1 comment:
Friday, September 09, 2005

Can Mirant Survive?

›
Several years ago, many energy players faced difficulties after the Enron scandal. Enron disrupted the whole energy industry, and many indus...
1 comment:
Wednesday, September 07, 2005

Reducing the Noise in Forecasting the S&P

›
My recent newsletter for RW Wentworth is up on RWW's website . The report on the website is an abbreviated version that discusses some f...
1 comment:
Tuesday, September 06, 2005

Got the "O"?

›
The Motley Fool’s Jeff Hwang wrote an interesting take on Overstock.com and its profitability. He points out that if Overstock ceases to s...
1 comment:
Sunday, September 04, 2005

We Need Some Magic

›
Several people have questioned about the possibility of an inverted yield curve in the near future. Before I explain anything, I would like ...
1 comment:
Thursday, September 01, 2005

Oil Breakdown

›
Source: U.S. Department of Energy
1 comment:

Is Recession Inevitable

›
Some have compared the impact of rising gas prices on disposable income. Some say that gas prices will not hit the $4 mark on average. The t...
2 comments:

When Will Gas Prices Stop?

›
Gas prices for regular unleaded in San Diego has surpassed the $3 mark. Even though California does not get its oil from the Gulf area, Cali...
1 comment:
Wednesday, August 31, 2005

Sad Sight

›
It's truly a sad sight seeing how people will loot damaged stores. I remember being in New York after the 9-11 attack... people came tog...
1 comment:

Fed Unlikely to be Aggressive

›
In hindsight of Katrina, the September fed fund futures rose slightly to 96.40. It still suggests that the Fed will likely raise rates to 3....
1 comment:
Tuesday, August 30, 2005

Fighting Terrorism with Cool 007 Toys

›
Here’s an interesting story from the Washington Post titled ">Xtreme Defense for both venture capitalists and the kid in all of us ...
1 comment:

The Build Up Phase

›
I don't like to think about capitalizing off disasters, but you know there are people out there who will take advantage of any situation...
1 comment:
Monday, August 29, 2005

Nature Taking Its Course

›
I guess God will have his say in influencing our economy. Hurricane Katrina is expected to cause a record high cost of impact. I don't k...
3 comments:

Looking In the Footnotes

›
It's important to look through the past SEC filings to comprehend a company's outlook. You should also look at the economic factors ...
2 comments:
Thursday, August 25, 2005

How Long Can OSTK Last?

›
Going strictly on OSTK’s recent quarterly figures, the company’s burn rate (excluding capex) is approximately $3.4 mil. At this rate, its ca...
4 comments:
Wednesday, August 24, 2005

Fed Fund Futures Probability

›
As of today, the Fed Fund Futures is pricing that at least 25 basis point hike is pretty much definite. The September price also implies abo...
1 comment:
Monday, August 22, 2005

Epinion Review Numbers

›
Numbers can often be deceiving, and accounting shenanigans are something analysts must be aware of when researching companies. We must be th...
2 comments:
Sunday, August 21, 2005

If Oil Goes Any Higher... Something is Gonna Pop!

›
I used to envy those who drove Hummers, Lincoln Navigators and the likes. Not anymore… like Mr. T used to say, “I pity the fool!” I pity the...
1 comment:
Thursday, August 18, 2005

Overstock.com is Such a Blah Stock

›
Overstock.com has been gaining some headlines lately, so I figured I should take a quick look at its financials. Their recent quarter gross ...
4 comments:
Wednesday, August 17, 2005

Chaos in Markets

›
Traders, analysts, fund managers, and average day people all play the market. And tons of information and quantitative data flow continuousl...
1 comment:
Tuesday, August 16, 2005

Neural Networks

›
You have to love technology. You can actually teach your computer to make predictions. This process is known as Neural Network , which utili...
1 comment:
Saturday, August 13, 2005

Statistics Is Only A Tool... But A Good Weapon

›
Stats and math is a good tool to have around. And no matter what, we will never have a perfect model that explains everything... particularl...
Friday, August 12, 2005

How High Will Oil Prices Go?

›
I suppose this is the question on everyone's minds. I think the following link will give readers a good overview of how gas prices work ...
1 comment:

Are Markets Random or Not?

›
I've read many text on how people think market prices move randomly. This means that past price movements have no predictive value... So...
1 comment:
Thursday, August 11, 2005

Hedging It

›
John W. Snow appeared on CNBC and finanlly admitted that Chinese authorities have engaged in the derivatives market to exploit hedging techn...
1 comment:
Home
View web version
Powered by Blogger.