Ivaylo Ivanhoff's Opinion & Analysis
A complete archive of Ivaylo Ivanhoff's articles, including current analysis & opinion - Page 14
During the U.S. Gold Rush in the 1850s, merchants made a lot more money than gold diggers. During the fracking rush of our time, some of the biggest winners have been sand producers.Fracking is a...
Bull markets climb a wall of worry. Financial pundits’ favorite sport is top-calling. Over the past year, a lot of digital ink has been spilled on the so-called negative divergences. Many have...
Chinese search engine, Baidu Inc (NASDAQ:BIDU) crushed estimates again and its stock is trading at new all-time highs near $220 this morning.
BIDU IPO-ed in 2005 at $27 per share, which is 2.70...
Earlier today, I tweeted a joke about the performance of Coach Inc (NYSE:COH)
And yes, I didn’t account for the dividend that Coach paid, but you get my point.What is more interesting is some of...
In capital markets, size matters a lot, even more than you probably think. It could define not only the assets you could trade, but also your buying and selling strategy.If you manage 200 million and...
Crowdfunding has existed forever. It has recently become popular via Kickstarter, where companies could raise money by promising to deliver product or a service at a future date. This is not the type...
Let’s assume that at any single time you hold 50 high-beta positions with relatively equal capital allocation of about 2%. Your intention is to hold them for as long as their trend last. You...
Everyone wants to own the next Google Inc, (GOOG) or Apple Inc, (AAPL), but it is easier said than done. Fifteen years ago, Google did not even exist and Apple was on a brink of...
The best (biotech, solar, cloud) and the worst performers (gold and silver miners) from last year are shining in early 2014. The long bond (TLT) is rallying all of the sudden. Is it a sign of people...
Biotech stocks have gone parabolic over the past year, to a point that many have started calling them a bubble. Here’s the thing about sustained market trends – they always have an...