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Despite the grandiose title of this post, I intend to keep my comments brief. Having had a few days to digest the news without having to write, I come back somewhat more optimistic about the European economy. I wouldn't call myself a bull…

The new flagship phone for Motorola, Google's mobile hardware subsidiary, the Moto X has grabbed the tech industry's attention. It is made in the US and comes with a lot of flashy customization features. I think the phone is a bit…

Yesterday I wrote up a review of Apple's earnings. And while the earnings are declining, Apple is still in pole position in the mobile space. Nonetheless, Google's product unveiling yesterday was huge because the various products in…

I continue to anticipate a recovery in Europe in the second half of this year. The manufacturing PMI data that were released this morning suggest we could be in recovery before the end of the quarter. This makes me relatively upbeat about…

Remember how French President Hollande was saying a month ago that the euro crisis is over? Well, he was wrong. Today portugal's yields on 10-year paper vaulted to as high as 7.9% before settling back down again.

A rout in global equities is taking shape with the decline led by Japan and emerging markets. Japan is now in bear market territory, with shares down over 20% from the high. But emerging markets are my main worry because of the real…

In the links today, the biggest threads outside of the NSA scandal were on Greece and Europe. I believe the economy there is bottoming and I want to discuss some of the news flow. There was also a rate decision by the Japanese central bank…

As I mentioned in an earlier post on Europe, a slew of manufacturing data was released today. When I wrote the first post, Europe and Asia had been released but the US had not. SInce then, the US numbers came out showing a shock…

As I have ben predicting here for months, the problems in individual large European economies have become to large to bear for the prevailing European policy mix. Therefore, today, in releasing the next year's country specifici…

This is a more in-depth follow-up piece to the free article I wrote yesterday. In the wake of the recent Ira Sohn conference and the revelation that hedge funds are starting to short housing-related Canadian stocks, there is a lot of bubble…