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Daily
Daily: Threads on Lower Apple Sales Estimates and on the Irish Economy
Quick post here. Apple's sales estimates were downgraded, as I posted yesterday. The reason for the downgrade was channel and supplier checks which revealed lower sales volume than initially believed. Apparently, Apple has told suppliers to…
Daily: As Fed adopts Evans Rule on way to NGDP targeting, Carney hints BoE is next
I am not going to do justice to the monumental change the Fed just instituted with the FOMC's policy statement yesterday but I am going to take a first stab at it here in this daily with a number of articles below to follow. Here's the crux…
Daily: The Student Loan Crisis
Yves Smith has an interesting post out asking whether student loans are going the way of subprime, potentially triggering another financial crisis if the US goes into recession. I think it's a good question to ask in light of my last weekly…
Daily: Android already tapping $50 smartphone market in a big way
My thesis for the smartphone industry is that the industry will be increasingly driven by the conversion of price-sensitive buyers in developed and emerging markets from lesser phones or no phones to smartphones. The market for high-priced…
Daily: T-mobile and the end of wireless carrier subsidies
The big new yesterday in the TMT world was T-Mobile's plans for 2013 which centered around a significant network upgrade, the end of subsidized handsets and the addition of Apple mobile products into the T-Mobile line-up. T-Mobile's…
Daily: In all scenarios, GDP will be impacted by the fiscal cliff
According to recent estimates by Goldman Sachs, the US economy is already at stall speed, with GDP growth for Q4 expected to be an anemic 1%. Any further cuts to growth beyond this due to the fiscal cliff in 2013 would cause a recession.…
Daily: What the latest Greek bailout means
In February, I penned a piece on how and why Greece will exit the eurozone since there seemed to be so much chatter about the coming Grexit. However, as I have said in the past, a Grexit will not happen any time soon. I strongly believe…
Daily: Software patents as rent-seeking
Apple has been burned in the past because of patents. This is the reason Apple has been so assiduous in patenting everything it can. The company's zeal for patents is not just an offensive weapon to thwart the like of Samsung but also a…
Daily: A brief post about mergers, accounting and shareholder value using Hewlett Packard
Below are a number of articles I feel are worth reading on the Hewlett Packard acquisition of Autonomy and the accounting scandal associated with writedowns from that acquisition. I want to briefly analyse the fallout from this episode from…
Daily: On France as the time bomb at the heart of Europe
Note: this daily will not have links as I am still on holiday. But, I will begin to post more in the coming week and resume a normal posting schedule next week.
Yesterday, Moody's Investors Service finally downgraded the sovereign credit…