ByMihir Mehta:
I have been quite a big fan of Hewlett-Packard’s (HPQ) new management and the way it has emerged from effects of bad follies and major shift in PC demand. The company has successfully…
By Kofi Bofah:
On November 21, 2013, Brian Krzanich hosted his first annual investor meeting as the CEO of Intel (
ByThis Will Be The Last Console Generation
Microsoft (MSFT) pulled off fairly phenomenal sales for its first day launch. Props to Microsoft for being classy enough to congratulate Sony (
Yesterday the Eurozone received some positive – though largely symbolic – news. Moody’s decided to upgrade the rating on Greek government debt from C to Caa3. It’s an important psychological step for the area because Greece was the flashpoint for the Eurozone crisis. Here is the rationale for Moody’s action:Moodys: – (1) The signi…
By
Gold prices continue to flip flop around, as analysts seem to be randomly upgrading and downgrading the commodity based on when they want to buy mo…
By George Acs:
Thanksgiving is that time of year when many sit back and think about all of their bounty and good fortune in the past year.
Sometimes the processes of reflection and introspection bring about inflection. Sometimes reviewing where you’ve been and where you appear to …
By David Fish:
The Dividend Champions spreadsheet and PDF have been updated through 11/29/13 and are available here. Note that all references to Champions mean companies that have paid high…
This is a tough book to review. It is correct in analysis of what went wrong, but overpromises in what its main goal is — protecting assets before the next financial crisis. Let me take a step back, and describe the structure of the book. A major goal of neoclassical macroeconomics is to try to […]
I got quite a few responses to my post when I speculated about the possible outcome of a Chinese hard landing (see What a Chinese hard-landing might look like). Many readers took offense at what I wrote and characterized it as fear-mongering.They got me wrong. No one knows whether China will experience a hard landing, but I sketched out several scena…
So many traders think the key to investment riches lies in buying at the bottom or selling at the top: Such a fine but misguided notion. The cold reality is that unless one has (illegal) inside information, you will only transact at these locations by pure happenstance. The best managers can enter a position in a zip code near the bottom or top…
Cyber Monday is finally living up to its name.
The Federal Aviation Administration has advised U.S. commercial airlines to abide by China’s newly declared air-defense zone.
From 401(k) contributions to IRA distributions, timing is important.
Submitted by William L Anderson of The Ludwig von Mises Institute,
After studying and teaching Keynesian economics for 30 years, I conclude that the “sophisticated” Keynesians really do believe in magic and fairy dust. Lots of fairy dust. It may seem odd that this Austrian economist refers to fairies, but I got the term from Pau…
Grant Williams "pulls no punches" in this all-encompassing presentation as the "Things That Make You Go Hmmm" author reflects on what is behind us and looks ahead at the ugly reality that we will face when "the impurities of QE are finally flushed from the system." Central bankers of today have "changed everything&q…
Today one of the top economists in the world made some absolutely remarkable predictions for the year 2014. This is an incredibly powerful interview where he discusses his predictions and what this will mean for global markets. Below is what Michael Pento, founder of Pento Portfolio Strategies, had to say in his powerful interview.
Spin-offs have been rewarding shareholders over the past 2 years, with many parent companies and spun off stocks both appreciating in value. This has been particularly true with energy-related stocks, such as Murphy Oil, (
In the aftermath of Ray Dalio’s conversion to an inflationista earlier this year (even if he has since once again been pushing a deflationary agenda when he once again went long Treasurys in late September as Zero Hedge reported previously), which promptly got such permanent deflationists as David Rosenberg to change their multi-year tune, it seemed …Russell Napier: "We Are On The Eve Of A Deflationary Shock "
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Apple (AAPL) has been rumored to be working on a television for quite a while now. Assuming this is true, Apple may be a disruptive player in the television space. Of course,
Originally posted at Monty Pelerin’s World blog,
Whether the light at the end of the economic tunnel represents sunshine or an on-coming train depends on whom you ask. I am of the opinion that it is a train a comin’. Economic matters cannot get better until we hit bottom and rebuild from the ashes. That need not be except government policies drive …
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