The Rise of Macro Investing
Here’s an excerpt from a recent research piece published at Orcam. Obviously, with my macro focus and an entirely new company designed around this macro...
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Is the Age of Macro Ending?
“One of the biggest surprises this year was the bear market in volatility. Massive liquidity programs from global central banks trumped tail risks. A rise...
Google Reportedly Working on New ‘X’ Phone and Tablet Aimed at Apple (AAPL)
According to the Wall Street Journal, Google (GOOG) is working with its Motorola resources on a new Android handset, known internally as the “X phone,”...
Summary for Week Ending Dec 21st
The economic data released this week was encouraging. The November Personal Income and Outlays report suggests PCE might increase over 2% in Q4 - not...
Glaring but Misunderstood QE – How Much the Fed is Really Spending
QE1, QE2, QE3, expiring Operation Twist, and now QE4. Which of those programs are “sterilized” (non-inflationary) and which ones devalue the dollar? If you’ve lost...
Apple Inc. (AAPL) New TV Product To Be ‘More Thoughtful’
Apple Inc. (NASDAQ:AAPL)’s new TV product must be “more thoughtful” if the tech giant is going to improve customer retention, or at least that’s what...
Housing Starts at 861 Thousand SAAR in November
Housing Starts: Privately-owned housing starts in November were at a seasonally adjusted annual rate of 861,000. This is 3.0 percent below the revised October estimate...
Apple Inc. (AAPL) vs. Motorola: Apple Wins
Apple Inc. (NASDAQ:AAPL) wins its latest patent battle with Motorola Mobility. According to the ruling, the iPhone did not infringe on a patent owned by...
Kyle Bass Hour Keynote Address: France Is Next
Kyle Bass the founder of Hayman Capital recently spoke at the AC2012 The Engtanglement KB. He was the keynote speaker at the event. Not surprisingly,...
Top 10 Dividend Stocks Of Our Ultimate Stock-Pickers
Even with all of the uncertainty we've seen in the markets this year, the S&P 500 TR Index is up close to 15% since the...