March 30, 2015 by Dan • Commentary

In late 2014 China made a move to open up its equity markets to outsiders by linking the Shanghai Composite and Hong Kong’s Hang Seng. It saw a fairly slow start, per the WSJ Dec …

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March 12, 2015 by Dan • Commentary

The hits keep coming for Macau gaming.  It seems like each new week brings another round of sell side estimate and ratings cuts.  A year ago Chinese regulators began to crack down on high roller …

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January 20, 2015 by Dan • Commentary

In case you missed it, the Shanghai Composite was down nearly 9% on Monday after Regulators imposed new rules for margin trading in a move to cool down what many see as an overheated stock …

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September 30, 2014 by Dan • Commentary

Since WYNN’s parabolic rise of about 50% from the December 2013 lows to the March 2014 all time highs, we have taken a fairly dim view of the stock’s prospects.  The stocks’s ascent had been …

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