Tag Archives: Rafi Farber
- Why the tepid Macau recovery is over
November 1, 2016
2016 may end up being seen as the year of the Dead Macau Cat Bounce. (Dead Macat Bounce?) The recovery has been pretty blah so far, though the right stocks have seen some decent gains. We recognized a possible Macau bottom back in March, calling it temporary with growth prospects...
- NetEnt Rocks On With No Signs of Slowing
October 25, 2016
Not much has changed with NetEnt since January. The powerhouse continues to grow impressively, with lots of wind at its back, extremely confident and slick executive management, exciting products, and it’s still situated on dangerous fault lines. The question with NetEnt is as it has been for some time now....
- What The Crown Fiasco Says About Macau
October 18, 2016
In a move harking back to Maoist tactics, 18 Crown Resorts staff are behind bars in mainland China for trying to please Chinese consumers. The Chinese government’s economic policy is heavily mercantilist, which means that it thinks that money has to stay inside its borders and that the economy is...
- William Hill and Amaya Now in a Precarious Situation
October 11, 2016
With William Hill and Amaya next in line for merger rumors, the first question to ask is, Is this a merger for the sake of merging, or does it actually make sense? The other questions: Will it actually happen? Is either Amaya or William Hill a Buy now? First impressions,...
- Global Market Wrap Up: Relax, No Need to Panic
October 4, 2016
There’s a lot of dangerous-sounding news going on right now in Europe, the United States, the Middle East, and even the Philippines. Don’t get too worried about any of it for now, as we are not currently in or even close to the bust phase of the boom/bust business cycle....
- Is Caesars’ Deal Enough To Ensure Long Term Survival?
September 27, 2016
It looks like Caesars may have finally squared the circle. According to press releases by the company and its myriad of subsidiaries both bankrupt and not bankrupt, all of the major creditor groups of Caesars Entertainment Operating Company (the “Bad Caesars” with all the debt) have agreed to a term...
Ask not where bitcoin will be tomorrow, but 10 years from now
September 19, 2017
Why the SEC really rejected the Bitcoin ETF
March 14, 2017