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  • IBM: A Disaster In The Making [View article]
    I believe Netflix runs in Amazon's cloud -- a completely different set of hardware from Amazon's public cloud, but the same exact technology. Remember the Amazon cloud outage? Netflix runs on Amazon's cloud, but was unaffected.
    Apr 23, 2013. 04:03 PM | 1 Like Like |Link to Comment
  • Ferrous Scrap Price Forecast: Turkish, Asian Markets In The Doldrums [View article]
    Apr 5, 2013. 11:53 AM | Likes Like |Link to Comment
  • Weekly Unemployment Claims Rise 28,000, Much Higher Than Forecast [View article]
    It's odd seeing the the graph of unadjusted claims trend higher over the years when the labor participation rate is trending lower. Maybe there's just more turnover nowadays.
    Apr 5, 2013. 11:53 AM | Likes Like |Link to Comment
  • Employment Report: Bonddad Is Not Pleased [View article]
    More and more, I buy clothes either online or at Costco.
    Apr 5, 2013. 11:48 AM | Likes Like |Link to Comment
  • Will Apple Exist 3 Years From Now? How Much Will It Be Worth? [View article]
    After the Italian election, how about an update on Italy, Spain trajectories? Thanks.
    And about Apple, two words: Huawei, LG
    Feb 22, 2013. 12:44 PM | 1 Like Like |Link to Comment
  • Leading Economic Index Points To Steady Economic Growth [View article]
    I would appreciate it if In a couple more months, you would update your restaurant graph.
    Feb 22, 2013. 12:42 PM | Likes Like |Link to Comment
  • Apple (AAPL) will sell its new iPhone in its own retail stores and at Walmart (WMT); now Best Buy (BBY) says it will start to take pre-orders tomorrow. The iPhone will become available nearly everywhere, but customer service offered by other retailers is likely to prove a big dropoff. Apple may be repeating the mistake made when it paired with AT&T (T) as its provider of 3G service.  [View news story]
    Maybe apple's fall from the tree due to WMT discount. Who knew?
    Dec 14, 2012. 11:40 PM | Likes Like |Link to Comment
  • Heavy Dollar Tone Continues [View article]
    Where does the China vs Japan, Vietnam, Pi, India conflict fit with the US Dollar?
    Dec 4, 2012. 03:02 PM | Likes Like |Link to Comment
  • Why Deleveraging Is The Ultimate Outcome As The Fiscal Cliff Just Doesn't Matter [View article]
    Recent credit card, home mortgage and student loan origination data suggests that credit is again growing. If confidence and low rates continue, these will likely continue to increase.
    Dec 2, 2012. 03:56 PM | Likes Like |Link to Comment
  • ECB Preview: Watch Greece And Spain [View article]
    Nov 8, 2012. 01:27 PM | Likes Like |Link to Comment
  • ECB Preview: Watch Greece And Spain [View article]
    I may have missed it, but have you talked about the recent developments in France?
    Nov 7, 2012. 01:31 PM | Likes Like |Link to Comment
  • Aug Personal Income and Outlays: Income +0.1% m/m vs. +0.2% expected, +0.3% prior (revised). Personal spending +0.5% m/m in-line with expectations, +0.4% prior. PCE core price index +0.1% m/m in-line with expectations, +0.0% prior. [View news story]
    Obama's 2% Payroll Tax cut is dead. So says Obama's team, the Republicans, and Pelosi. For families with incomes of $50,000 that is $1,000 less discretionary spending. For those with $100,000 it's $2,000 less spending.

    Even if they compromise on sequestration cuts, defense spending will be cut. The US federal government is choosing austerity. So are the states.
    Sep 28, 2012. 12:24 PM | Likes Like |Link to Comment
  • Underlying Disaster In Europe Accelerating: Spain's Finances Collapsing [View article]
    Hi James, aren't people in Spain and Greece just moving their business to some new term I just heard about, the "Real Economy"? There's a recent article in one of the European papers to the effect that things aren't really that bad over there.
    Sep 25, 2012. 05:10 PM | 1 Like Like |Link to Comment
  • GM Drives To $24 By Fixing Its European Business [View article]
    What's happening with Hyundai in Europe?
    Sep 2, 2012. 04:57 PM | Likes Like |Link to Comment
  • Crouching Tiger, Hidden Profit [View article]
    Aug 13, 2012. 12:18 PM | Likes Like |Link to Comment