2012

Robert Shiller sees telltale signs of new bubbles forming in some of the former bubble markets. He mentions Phoenix and San Francisco as two notables.

Both the equity and the credit markets are betting on US housing recovery.

Case-Shiller came out with some numbers earlier today, showing they too will soon be confirming the housing recovery in the US.

Everywhere the slowdown is getting worse, from the UK, the US auto and manufacturing sectors to Germany, Taiwan, South Korea, China and Australia.

By Marc Chandler The Federal Reserve defied expectations and took no new action nor altered its guidance in terms of how long rates will remain exceptionally low (late 2014). The dollar rallied on the news initially, but with the ECB…

The Wired Interview with Samsung's Chief Product Officer Kevin Packingham is a good jumping off point for understanding the patent wars between Apple and Android. Steve Jobs famously saw Android as a rip off that he was going to try to…

Everyone of course assumes that the ECB has put together some type of plan to change its policy course. But did this statement come from the ECB (similar to the announcements of the FOMC) or is Draghi trying to do this on his own? Did the…

Frederick J. Sheehan is the author of (McGraw-Hill, 2009) and "The Coming Collapse of the Municipal Bond Market" (Aucontrarian.com, 2009) The July 25, 2012, tribute to Barton Biggs received a large response. Biggs was obviously…

Mario Draghi has a specific plan in mind for how the ECB will be able to arrest the sovereign debt crisis. Two Bloomberg central bank sources told the news agency that ECB President Draghi will have talks with Bundesbank President Jens…

The story on Apple's margins is even more interesting when you look at how high its iPhone margins are. Analysts have calculated that the gross margins on the iPhone are nearly twice the margin on the iPad. And this suggests that Apple…