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...
Category : Home
The Bubble in “Cliffs”
Just an observation ... I think we are seeing a "bubble" in "cliffs" ... From CNBC: Milk Futures Showing No Sign of 'Dairy Cliff' From...
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...
Chicago PMI increases to 51.6, Pending Home Sales index increases
The Chicago Purchasing Managers reported the Chicago Business Barometer was up for a third month, lumbering along since September's 3 year low. The Business Barometer...
Emerging Money Looks to 2013
Clearly lagging indicator by definition but momentum for emerging markets remain strong in a world where the U.S. and Europe aren’t caving in. Many questions...
Apple to Unveil Refreshed MacBook Pro and MacBook Air Models in June 2013
Tech giant Apple (AAPL) is planning to unveil updated MacBook Air and MacBook Pro models in June 2013, reports DigiTimes. According to the publication’s inside...
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...