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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: On Apple’s record iPhone upgrade cycle boost
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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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The iPhone is no longer the best mobile but it’s enough for massive upgrade cycle
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Stocks near 5-year high despite worst earnings season since crisis
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The Fed, the interest income channel and net interest margins
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Links: On declining corporate earnings, technology, and the US economy
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Data point to continued economic slowing in US and Europe
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