LA Area Port Traffic: Little Impact From Strike in December
Note: Clerical workers at the ports of Long Beach and Los Angeles went on strike starting Nov 27th and ending Dec 5th. The strike impacted...
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easyJet Downgraded by Investec (EZJ)
easyJet (LON: EZJ) was downgraded by Investec to a “hold” rating in a research note issued on Monday. They currently have a $14.26 (900 GBX)...
Flashback to 2007: Tanta on “Sound Bankers”
Note: Tanta wrote the following post on May 8, 2007. Ownit had filed for bankruptcy a few months earlier, Countrywide was purchased by BofA in...
BlackRock: The 2013 Macro View
I don’t totally agree here, but this is is a nice macro overview of the current landscape via BlackRock: Fiscal Cliff: A huge policy blunder...
EDITOR’S TOP STORY: Predicting the Next Recession
A few thoughts on the "next recession" ... Forecasters generally have a terrible record at predicting recessions. There are many reasons for this poor performance....
High Expectations for the BoJ Meeting.
After rebounding early last week, the Japanese Yen fell again on Friday. Virtually all analysts and media outlets blame the coming policy meeting of the...
Apple Milestones In China: From July 2008 To December 2012
Apple Inc. (NASDAQ:AAPL) generated $23.8 billion of revenues in China during Financial year 2012, amounting to 15% of overall revenues. Sales into the country have growth...
The Future’s so Bright …
It looks like economic growth will pickup over the next few years. I've written about this before - a combination of growth in the key...
Americans Now More Concerned About the Deficit than Jobs
A couple of polls from Gallup this week were rather intriguing. After yesterday’s plunge in jobless claims to a new recovery low (that was likely...
State Unemployment Rates “little changed” in December
Regional and state unemployment rates were generally little changed in December. Twenty-two states recorded unemployment rate decreases, 16 states and the District of Columbia posted...