Daily

Editor's note: The daily post will not appear as regularly over the next week due to Edward's schedule. In addition, Edward may not post weekly or member posts during this time, However, he will try to get as much content out as he can…

This daily post is a day late but as I wrote on Friday, I found the IDC data estimate putting Android market share at 75% as an alarming warning sign for Apple. The problem is that Apple is a premium priced producer which makes relatively…

Short commentary today because I think the articles and data below speak for themselves. I have a ton of data from various economies around the world: the US, UK, Germany, Indonesia, Australia, South Korea, Mexico and more. And the data…

Today's links have three major themes. They are the continuing economic and political problems in Europe, the impact of the global growth slowdown on earnings and the escalating mobile war between Apple and Android. First on the European…

As I wrote yesterday, government deficits are the biggest driver of elevated corporate margins. This is significant in the US given the looming fiscal cliff and the already ongoing margin mean reversion. Using the financial sectoral…

Yesterday I wrote a lot about this topic for Gold subscribers, asking "Will Merkel grant ‘austerity model’ Ireland retroactive bank recap mutualisation?" This post gives a full account of the European bank recap issue, so I won't re-hash…

Europe    Greece to cut wages and pensions further to avoid default - Telegraph "Greece is set to cut public sector wages and pensions, as it agrees terms with its international lenders to release the next tranche of its bailout to avoid…

Technology Apple sets a crowded table for holiday shoppers — Apple News, Tips and Reviews "After Tuesday’s iPad event, Apple now has the strongest assortment of iOS mobile products it has ever put in front of consumers, who are more…

When I worked at Yahoo! ten years ago during the age of Terry Semel, Yahoo! was being turned into a media company. I always saw this strategic move as a mistake - the strategic error that allowed Google to usurp Yahoo!'s position in search…

Early today, I wrote a fairly upbeat piece on the European sovereign debt crisis for gold members. The overall gist here is that fiscal union is now coming. And while it remains to be seen who will be a part of that union, the implication…