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Daily
Data out of Brazil, Italy show slowing global growth
The data today were pretty mixed. Brazil is showing more signs of slowing as industrial production there dropped for the third month in a row. What's more is that this puts Brazil back to numbers from 2009 when we were recovering from a…
On Spain’s overestimating bank profits and more on Apple’s patent wars
Here's a second batch of links. I think the Bloomberg piece on Spanish banks is a big highlight here. Essentially, Bloomberg tells us that Spain may be overestimating bank profits and therefore underestimating the capital shortfall of its…
Daily: Euro Summit Post-Mortem, Minsky’s legacy and Apple’s patent wars
I have a ton of links so I am going to break them up into groups. Here's the first bunch from late last week. Three topics are most interesting.
On the death spiral at Research in Motion
Research in Motion, the Canadian company that makes Blackberry handsets has just turned in an abysmal quarter's earnings. Across the board, from the top line, to operating earnings, to the bottom line, and to unit sales, results were poor.…
Data show that the synchronised global slowdown is accelerating
The latest economic data suggest that the slowdown in growth continues to build across many different economies globally.
In the UK, revised data from Q4 2011 show that Britain;s recession has been deeper than was previously…
Daily: Europe moving from smaller bailouts plus austerity to bigger bailouts plus austerity lite
Germany, Spain, Italy and France have met to hammer out a unified front ahead of the upcoming European summit and Spanish bailout. This is likely a fleshed out version of the G-20 plan that Barack Obama was privy to. Their answer is the 120…
Daily: Does Microsoft have its mojo back?
In the tech world the big news is Microsoft's unveiling of the Surface Tablet and Windows Phone 8 on back to back days. There is a lot of positive buzz around these two initiatives. The question, of course, is whether it will vault…
Daily: Android’s standard bearer is the new Samsung’s Galaxy S3
Tomorrow, the Samsung Galaxy S III goes on sale. There has been a lot of hubbub about the phone and all of the reviews have been positive. Likely, this will be a monster sales driver for Samsung.
Daily: Spotify steps up the challenge to Pandora
The latest Spotify move is significant in terms of its mounting challenge to Pandora in the US. This is going to be a real problem for Pandora and I anticipate that it will not be able to justify its market cap any time soon.
Daily: Greek election means Greek economic recovery nowhere in sight
Last week, in framing the Greek elections, I reminded you that irrespective of who won the elections in Greece on Sunday, it was clear that Greece would be unable to hit their deficit targets. This is why the German government is already…