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Daily
Daily: Another global recession “becoming a genuine possibility”
The first article here highlights the tenor of recent economic data. The global economy continues to slow, with the US doing relatively better than Europe in the wake of the financial crisis that began five years ago. Nevertheless, slowing…
Daily: Fewer Android iterations coming is a huge boost to Google’s platform
Here's my lead story: Android has caught up to, and in some cases, surpassed iOS. I'll give this a personal twist. I own three Android phones and have another loaned out to my nephew. I also own two Android tablets, one Xoom and one Kindle…
Daily: What manufacturing data say about the economy
This is the first of a few daily links posts. Here I want to concentrate on the economy in light of the manufacturing data released earlier today. I was on BNN today for the headline show at 12:30 and I said pretty much the same thing I…
Daily: Inflation worries in a fundamentally deflationary episode
I haven't done the daily for a few days because I have been trying to get out a few more lengthy posts. But today I wanted to highlight the inflation issue because I will be speaking on a Euromoney panel about investing in inflation later…
Daily: On Apple’s record iPhone upgrade cycle boost
This is a brief note on Apple since it sold 5 million iPhones at the weekend. I have been saying that the upgrade cycle for Apple would be bullish and it has been as we are seeing record sales. This is due mostly to the fact that Apple's…
Daily: Romney is toast, Apple will have a monster quarter, and QE infinity will fail
Here is today's daily note. I have three main topics to highlight in the links: Romney, Apple and QE infinity.
Romney
The Pawlenty defection is a big deal. I don't think I have ever seen anything like it. It's a total meltdown for…
Daily: More on QE3 and the Fed’s dovish turn
The Kocherlakota speech is important because he was a hawk earlier in the third easing campaign. See last August's post "Kocherlakota: Statement on Dissenting Permanent Zero Policy." Greg Ip writes in two insightful tweets, "Kocherlakota's…
Daily: More on the new iPhone 5
Today's links are just on tech. The iPhone 5 is poised to break all records when it comes out. While this is a much-needed boost for Apple given the doubts about its product cycle, the phone is clearly inferior to phones now being released…
Daily: Mitt Romney’s lurch to the right is neither credible nor wise; it’s disastrous
I have a backlog of links I could put into this post but I am going to get this out now to concentrate on one issue: the US presidential election and Mitt Romney's meltdown. At the beginning of the year, I predicted that Romney would win…
Daily: Depressions, stimulus and its effects
I am still deciding what this week's weekly post will be on. Clearly, I need to write a bit more substantively about QE3 than I have so far. And I have two media appearances from last week to use to update you on my viewpoint.
The broad…