Wait for Your Pitch, and Other Market Tips [View article]
Can anyone really watch Dennis Kneale or Caruso Cabrerro on CNBC any more. These zips actually give advice. I mean if Trish Reagan (the other zero) and Caruso Carrero did their segments topless, I would still turn the channel to Bloomberg between 11:00 and 2:00.
When in doubt, hire an expensive nationally known consultant. Its a wonderful and costly CYA when you have no idea what to do and don't trust your staff.
Apple's Problems - Bad to the Core? [View article]
As an Iphone user I have been surpised by the recent software problems in releases 2.0 and 2.01 and 2.02. Its starting to remind me of MSFT software issues - it appears the software has become too complex for rapid and reliable support. I had thought AAPL was immune. It will be interesting to see if this hurts their image and eventually their premium stock price.
Tyson Foods Starts to Look Appetizing [View article]
Actually you should blame the union that demanded the holiday. Tyson still pays for Labor day but lets the employees take the Muslim holiday as one of their 8 paid holidays.
Has Whole Foods Lost Touch with Its Customers? [View article]
Unfortunately Whole Foods is geared to the 'wannabees' or as they are tagged by marketing experts - the 'aspirationals' . I think when all is said and done we will find this group is the one that was the most indebted and therefore the ones who are really cutting back. Not good for places like Whole Foods
I am absolutely flabbergasted that everyone does not realize that smart phones are the killer of Garmin. It has amazed me since Nokia bought the mapping software company. What are these people thinking?? This application has been commoditized - one trick vendors will die.
Yikes, But Duh: Housing Bottom Could Be Two Years Off [View article]
They view this as a 'confidence' problem so they are 'restoring our confidence'. Shows you how isolated politicians can become. You've got 2 choices in housing - raise wages or lower house prices. Without easy credit and with a service economy it could take a while. Seems like stagflation will accomplish both over time.
I'm not sure we actually make computers here - we may assemble them from parts made somewhere else - same with low end tractors - how about whole parts of Boeing planes made in China. I'd really like to see statistics on 'real' made in USA stuff. Also productivity doesn't create jobs - it eliminates them. The middle class here is in deep trouble. Hard to be bullish when many many consumers are insolvent.
Stagflation and the Limits of Growth [View article]
Ok - I accept the theory. Its the timeframe that is important. How much time are we talking about ? I'm thinking 5 years. Thats a lot of stagnation and pain. During that time the standard of living in the US for the middle and lower classes will be declining. Our populist politicians are already blocking new free trade and will have even more power after the next election. Sounds like a recipe for the next depression.
Bonds: No Inflation Threat in Sight [View article]
How about this theory - Investors have piled into Treasury's because many other fixed income investments do not make good collateral any more. So using current yields as an indicator of inflation is an invalid concept.
When Central Bankers Clash, Stock Markets Can Crash [View article]
Good collection of information - China is the key. As we slow China should slow - an actual recession there will cause the commodities to bust. The big question will be if China can somehow prevent a significant slowdown through domestic consumption, Lets hope 'decoupling' is a myth.
Don’t Worry About a Return to ‘70s Stagflation [View article]
The service sector is a synonym for low paying low skilled jobs. If anyone thinks that an economy can prosper when that is where the majority are employed - you are nuts.
Wall Street Breakfast: Must-Know News [View article]
So Kelly - if Wall street and the republicans are so tightly interwoven - why did the senior wall streeters contribute so much to Hillary and Barrack??
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Latest | Highest ratedWait for Your Pitch, and Other Market Tips [View article]
Consumers and the Economy Are Down and Out [View article]
On Recent Financial Stories [View article]
Apple's Problems - Bad to the Core? [View article]
Tyson Foods Starts to Look Appetizing [View article]
5 Reasons Not to Upgrade to the New iPhone 3G [View article]
Has Whole Foods Lost Touch with Its Customers? [View article]
Has Garmin Lost Its Direction? [View article]
Yikes, But Duh: Housing Bottom Could Be Two Years Off [View article]
Getting Out of Today's Bear Market [View article]
Stagflation and the Limits of Growth [View article]
Bonds: No Inflation Threat in Sight [View article]
When Central Bankers Clash, Stock Markets Can Crash [View article]
Don’t Worry About a Return to ‘70s Stagflation [View article]
Wall Street Breakfast: Must-Know News [View article]