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When we stumble upon something intriguing, we investigate the matter to understand what’s going on. When our research leads to a trade idea, we document and publish it. Do you have something on your mind, and think we should have a look at it, too? Please drop us a line! These outsiders saw the giant lie at the heart of the economy. And they saw it by doing something the rest of the suckers never thought to do: they looked.". Our latest research in your email box. Know when new publications are released.
kalkis-research.com
Animal Rights And The Egg Industry
https://kalkis-research.com/animal-rights-groups-boost-egg-industrys-bottom-line
Animal Rights And The Egg Industry. Cal-Maine Foods has been using the United States Humane Society's PR to its own advantage for years, to sell overpriced, feel-good specialty eggs. They reached a PR breakthrough in 2015, and Cal-Maine Foods' margins are about to explode. April 13, 2016. The US market for eggs is very inelastic, as demonstrated by the price spike in 2015, which led to only marginal decline in consumption. 1 The market for eggs is very inelastic. 2 Eggs are benefiting from long-term shif...
kalkis-research.com
Online Lending : The Boom To Come
https://kalkis-research.com/online-lending-the-boom-to-come
Online Lending : The Boom To Come. LendingClub and OnDeck Capital have grown big enough to access Wall Street funding, and growing consumer awareness will help them attract new customers. Their revenues and margins are about to shoot up. March 25, 2016. Online lending platforms are starting to get some wind in their sails from media coverage. This amounts to free publicity, which will help them attract customers beyond their traditional marketing techniques (such as direct mail). Online lending has manag...
kalkis-research.com
A Real Life Example of Google's Implication in Ad Fraud and Traffic Laundering
https://kalkis-research.com/real-life-example-google-implication-ad-fraud-traffic-laundering
A Real Life Example of Google's Implication in Ad Fraud and Traffic Laundering. Google is enabling traffic laundering, where websites with pirated content redirect visitors to shell websites displaying AdSense ads. These ads finance piracy, and Google is taking a cut in the process. Google clients have no clue of the reputational risk they run by using AdSense. May 11, 2016. The automatization of ad placement has created a market for low quality and fraudulent traffic, run by traffic brokers. The rise of...
kalkis-research.com
Cable Companies : Trouble Brewing
https://kalkis-research.com/cable-companies-trouble-brewing
Cable Companies : Trouble Brewing. Cable's monopoly on broadband and content is dying. Consumers are switching to cheaper alternatives, and new competitors are gaining traction, on both content and internet access. Disney, Time Warner Cable, Comcast, Chartered will all suffer. April 11, 2016. To try and retain cord-cutting customers, CCs caved in and started offering "skinny" subscription plans. By doing so, they've further encouraged consumer exodus away from expensive bundles. A wave of successful and ...
kalkis-research.com
The Debt Dollar: The New Face Of The US Dollar Hegemony
https://kalkis-research.com/the-debt-dollar-the-new-face-of-the-us-dollar-hegemony
The Debt Dollar: The New Face Of The US Dollar Hegemony. The petrodollar system had established the USD as the. Until 1975 the other OPEC countries agreed to similar deals. OPEC's propensity to spend had endangered the petrodollar system. The petrodollar system guarantees a permanent demand for US dollars as long as OPEC countries run substantial trade surpluses, and keep investing these surpluses in US Treasuries. Saudi Arabia government spending, billions SAR (source: Saudi Arabian Monetary Agency).
kalkis-research.com
IBM's Watson: A Disaster In The Making
https://kalkis-research.com/ibms-watson-a-disaster-in-the-making
IBM's Watson: A Disaster In The Making. IBM's management is squandering the company's resources on acquisitions to make it look like the Watson Group is growing. The rest of the company will revolt, and IBM will have to take huge write-downs. March 2, 2016. IBM's big Watson-oriented acquisitions of Truven Healthcare and The Weather Company are epitomes of irresponsible financial engineering. Both companies were private-equity owned, and widely publicized to be for sale. IBM bought them because th...IBM’s...
kalkis-research.com
Google : End Of The Online Advertising Bubble
https://kalkis-research.com/google-end-of-the-online-advertising-bubble
Google : End Of The Online Advertising Bubble. Google's clients have no clue their ads are being displayed on worsening quality websites. A growing proportion of the ads are not being seen at all. Once they become aware of the fraud and embezzlement, Alphabet's growth story is over. April 19, 2016. The online advertising market is saturated, and has no more room to grow. The traditional space for ads is overcrowded, and has started to shrink, as Internet users start to use ad blockers. Controls and regul...
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