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earnings
On Elizabeth Warren, bank regulation, and the new secular trend for bank stocks
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The US election and the fiscal cliff
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Daily: continued problems in Europe, earnings surprises, and Apple’s declining loyalty
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Daily: Apple’s margins will continue to decrease
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The Case Against Apple
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Daily: implications of Amazon selling mobile hardware at cost
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We should expect at least a Fiscal Clifflet for the US
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Why Apple’s margins are eroding as it tries to maintain share
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Daily: Romney is toast, Apple will have a monster quarter, and QE infinity will fail
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Daily: More on the new iPhone 5
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