Update on Fiscal Cliff
From a Goldman Sachs research note today: Q: Where do things stand now? A: Talks have resumed, but as of this writing there is no...
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Where Does Apple Invest its Billions in Cash? Treasuries, Munis, and…
You know that when a filing's decimal points refer to the nearest hundred million, it's worth a look. What does Apple (Nasdaq: AAPL) do with...
On the Perils of Taylor Rules
In the Seven Faces of “The Peril” (2010), St. Louis Fed president Jim Bullard speculated on the prospect of the U.S. falling into a Japanese-style...
The Outlook for Emerging Markets in 2013
While clearly a lagging indicator by definition, momentum for emerging markets remains strong in a world where the U.S. and Europe aren’t caving in. Many...
REPORT: 10 Questions (and Answers) for 2013
I’m doing a pre-emptive Q&A this week covering a macro view of 2013. I generally don’t believe in forecasting a full year out because I...
2012 – A Bad Year for Pundits….
Neither Mr. Rogers nor Mr. Cramer should feel singled out. The business of market punditry is fraught with potholes. Of the 65 market “gurus” tracked...
Let’s Cut the Crap about Japan’s Lost Decade
"...we tend to use very narrow metrics to determine a nation’s economic success: “Americans are the only ones who seem to think they need three...
Kyle Bass: This Ends in War
Kyle Bass is no stranger to provocative statements. Last year, in a speech given at AmeriCatalyst, Bass expounded on his short yen thesis, a trading...
Investors Place Bets as Grim Reaper Pays Retail A Surprise Holiday Visit
With reports of weak holiday spending, short sellers have their eye on struggling retailers Best Buy (NYSE: BBY), J.C. Penny (NYSE: JCP), Radio Shack (NYSE:...
Billionaire Mark Cuban Trashes iPhone in Favor of Nokia’s Lumia
Nokia's (NYSE: NOK) new Lumia 920 smartphone with Microsoft's (Nasdaq: MSFT) Windows operating system has a new, tech-savvy fan... and he's mega-rich to boot. In...