Giuseppe H. Robalino
Op-Eds and Articles

The following select articles written by Giuseppe Robalino can be found online at Investing.com, Wall St. Playbook, Stock Saints or Seeking Alpha. Their coverage ranges from individual security analysis to proposals and evaluations of macroeconomic and monetary policy. Click on the pictures below to access the link to an article.
The latest pieces can be found scrolling downward. Articles have been compiled from 2013-2015.
Meanwhile, in Canada...the Hidden Secrets of Canadian REITs
"In all the commotion with the U.S. economy and the Fed’s bond-buying uncertainties, it is very easy to want to extend the search for yield overseas...However, the investor need not look as far as an entirely new continent. The answer is quite literally in our own backyard. Lately, some Canadian REITs have been yielding over 20% and demonstrating aggressive underlying growth. Some are even potentially undervalued; trading near or at their 52-week lows..."
A New Glass-Steagall, Risk Ratios, Big Bank Breakup…and all that Regulatory Jazz:
Will it Kill or Revive our Economy?
Massachussets senate candidate Elizabeth Warren has been championing a new law restricting the trading activities of commercial banks; while others in her camp want to break big banks up. Could investors be witnessing financial regulatory alarmism or is this really the panacea to a future crisis?
China: Hardly an Economic Miracle
We have all heard: China's growth is supposed to surpass the U.S.'s. China owns our debt. China is an up and coming economic threat.
Too bad this is not true.
If anything, China is potentially an up and coming inflationary bubble. Should investors be bearish on China?
Don't Get Too Bullish on This Market
A pundit takes on a prominent market research firm previously featured on Bloomberg TV and asserts the market is overvalued and overly dependent on the Fed's QE. Are we facing another market bubble? Has the Fed dangerously become our cure-all? How should investors be positioning themselves?
Housing Bubble "Ã la European?"
The Europeans have unveiled their plan to solve the Eurocrisis and stimulate the Eurozone economy: incentivize first-time homeowners to take out loans for which they normally could not qualify to help boost a stagnant real estate sector. Does this sound perturbingly familiar...?
Note to Readers: Link on picture will open tab on "Author Content" for StockSaints. Please scroll down to find Housing Bubble à la European.
Shiller and the U.S. and World Markets
In 2013, the market rallied over 20%. Statistically, 2014 should yield a max of 6.4%. The CAPE ratio can help investors determine whether we are in bubble territory or not by adjusting for inflation over the past 10 years. We are currently in the "yellow zone." Are we due for a burst or will we get what one Bloomberg guest predicted as "S&P 2014 in 2014?" Is the CAPE ratio a reliable metric in the first place?
The Market has Rallied--Now what?
Suggestions for the individual retail investor/late market entrant given the rally. We explore floating rate debt, convertible bonds, and indexed funds along with tips to weather a potential market correction.
Is there a Future in Managed Futures?
In 2013, wealth managers that placed their clients in managed futures saw their clients’ portfolios lag. Depending on the strategy of the managed futures they chose, they could have performed at or below the market. Few advisors, much less their clients understand what managed futures are and how they work. How can the market sort through this mystery?
The Future Of The Eurozone: What To Look Out For
While the U.S. may be officially recovering, volatility has re-emerged in global markets. The ruble has taken a tumble, oil has slid, and emerging markets remain with sub-par growth prospects. And, in the case of the eurozone, Draghi seems to be taking lessons from across the pond, desperately trying to avoid more stagnation. The only question is, how can the investor with European assets interpret economic signals while effectively avoiding to be distracted by all the noise? After all, Draghi’s moves mark a historical experiment in monetary policy—some investors are bound to overreact.
Gas Prices Tumble, Stay High In California
Crude oil has slid below $43 as the oil glut continues to gush out oil faster than companies may have expected. Losses remain high as new technologies and innovations effectively "force" companies to produce a record amount of oil. In fact, the story is not expected to be much different in the near future as top investment bankers predict that, though prices may rise, they will still settle below $70 per barrel into next year, well below its 52-week high of $92.26. The futures market is echoing the same sentiment on the shorter-term, with contract prices also decreasing day by day. Yet, in the U.S., California has not seen this benefit. And I was in a unique position to figure out why in the following mini-study.
