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Yearly Archives
2013
Apple: Tax gimmicks could hurt the brand
One of the striking aspects of the Senate Permanent Subcommittee on Investigations hearing on Apple's aggressive tax-avoidance strategies is the way the Senators bent over backwards to declare Apple love even as they poked and prodded at…
Europe is now officially in back-loaded austerity mode
As I have ben predicting here for months, the problems in individual large European economies have become to large to bear for the prevailing European policy mix. Therefore, today, in releasing the next year's country specifici…
Moody’s: U.S. banking system outlook changed to stable as economy improves
Moody's has changed its outlook on the U.S. banking system to stable from negative, reflecting continued improvement in the operating environment and reduced downside risks to the banks from a faltering economy, says Moody's Investors…
On investing during housing reflation in the US and the fiscal drag in Europe and North America
I have two topics I want to highlight this morning. First, there are the US housing inflation numbers from Case Shiller, which are at a 7-year high. Then there is the fiscal drag in the US, Denmark, the UK, the Euro Zone and Canada. What I…
On QE, inflation and Deflation
So QE cannot possibly offset the effects of fiscal tightening in the lives of ordinary working people - the largest part of the population. In fact because it seems to discourage productive corporate investment, it may even reinforce…