Daily

Everywhere the slowdown is getting worse, from the UK, the US auto and manufacturing sectors to Germany, Taiwan, South Korea, China and Australia.

The Wired Interview with Samsung's Chief Product Officer Kevin Packingham is a good jumping off point for understanding the patent wars between Apple and Android. Steve Jobs famously saw Android as a rip off that he was going to try to…

The story on Apple's margins is even more interesting when you look at how high its iPhone margins are. Analysts have calculated that the gross margins on the iPhone are nearly twice the margin on the iPad. And this suggests that Apple…

This daily will have to be quick since I am in transit. The best highlight here is jobless claims and how the auto sector is affecting both production and employment positively, potentially keeping the US from falling into outright…

Apple is in a market share/margin quandary that was inevitable, Steve Jobs or not.

I have said it in the past, but it bears repeating now in view of poor German economic data, as difficult as the austerity/bailout dance has been , it will become even more difficult in a downturn which affects Germany and other core…

A lot of pundits have come to the same conclusion that I have come to regarding problems in Spain, namely that the market is no longer willing to believe the country is solvent without European-wide intervention. The consensus, therefore,…

Daily commentary Just a quick word here on three interlocking stories involving Spain and Germany that have come up via the US and European press. Right now, Spain is at the center of the European sovereign debt crisis. The spread…

Note: Before I begin today's summary, I should note that my schedule will be very spotty over the next three weeks as I am on a working vacation. That means I will not be at work but I will be posting to the blog from time to time. I also…

Two topics today: The first is Spain and the second is record high oil prices.