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The Bank of England’s decision to raise rates as akin to the ECB’s 2011 hike amid crisis
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A deeper dive into Apple’s quarterly earnings report
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Evidence of market expectations for a Fed rate hike pause or reversal in 2019 or 2020
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More on GDP revisions, personal savings rates and how the sausage gets made
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A few comments about Amazon’s earnings report
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GDP revisions and the US personal savings rate
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A few thoughts on the collapse of the Qualcomm-NXP deal
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Earnings season, TMT consolidation and the threat of FAANG
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Cable companies now under competitive threat, beginning to hemorrhage customers
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Tesla: focus on the cash burn
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