Daily

For some reason there seems to be a lot of angst associated with the release of the iPad mini, with Apple shares falling over 10% in recent weeks. If you recall, Apple had a mini correction earlier this year when they missed earnings but…

Economic data in the US is not trending down. It is stabilizing and perhaps trending marginally higher. We have seen a slew of data showing that the US data are outperforming expectations. The data for the housing market in the United…

I was on BNN's headline yesterday (video here) talking to Howard Green and Brian Milner about the IMF and China. Fed Chairman Bernanke's defense of QE and zero rates was a big piece of that conversation. I believe Bernanke's defense is…

At this point, I think the main weekly will end up being a comprehensive technology and tech stock overview. There have been a lot of stories in the computer and mobile space that deserve comprehensive treatment to pull a bunch of different…

There are a lot of different threads in today's links to choose from for the overarching theme. So I will just choose one and run with it. Let's look at the Amazon selling at cost issue from Apple's perspective. What Amazon CEO Jeff Bezos…

I actually thought about doing the daily on the Wells Fargo fraud 'without fraudsters' meme because it really captures the problem with regulation of our financial system but that is a policy issue. Instead, I want to focus on a macro…

I am running behind schedule so today's daily post won't feature an overarching narrative. More tomorrow.   Specs for Samsung's 4" Galaxy S3 Mini fall well short of Apple's iPhone 5 "While Samsung will compete with Apple's iPhone 5 by…

The IMF is out with its predictions for global growth in 2012 and 2013 and across the board the numbers are being reduced. In particular, the IMF sees growth slowing globally to 3.6% next year, which is a reduction from its July estimate of…

Bill Gross has admitted that he has started buying Spanish and Italian debt. That's quite a turnaround given he had been saying earlier that he wouldn't touch their sovereign debt with a ten-foot barge pole. So the question is why. And the…

There were a lot of media reactions to the Wednesday night US Presidential debate to sift through. The general consensus seems to be that Mitt Romney 'won' the debate and that this win makes the Presidential race closer. I think that's…