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The US election and the fiscal cliff
The election is now over and it's time to think about what is to come. The most pressing political concern is the so-called fiscal cliff that has resulted from a budget deal Washington's politicians cobbled together to avoid default during…
Daily: The tablet market will be increasingly important for mobile
Editor's note: The daily post will not appear as regularly over the next week due to Edward's schedule. In addition, Edward may not post weekly or member posts during this time, However, he will try to get as much content out as he can…
The Era of Kakistocracy
Three years on, I remain absolutely convinced that deflation, driven primarily by consumers eager to repair their balance sheets, will be a powerful force for many years to come but, at the same time, I must admit that I see worrying signs…
Daily: Apple should use its iPad to penetrate corporate market and maintain growth
This daily post is a day late but as I wrote on Friday, I found the IDC data estimate putting Android market share at 75% as an alarming warning sign for Apple. The problem is that Apple is a premium priced producer which makes relatively…
The latest IDC report on smartphone market share is alarming for Apple
Earlier this week I noticed that Apple was able to wrest back some market share from Google in the mobile platform race. CNet showed Apple's iOS platform going from only 21.5% market share a year ago to 35.7% in the 12-week period through…
Last jobs report before election: US recovery weak but the job situation improving
The final monthly jobs report before election day was released at 830 ET in Washington. I will be discussing these numbers and the US economy generally later today at 1215 ET on BBC World News. Tune in.
The key number, non-farm payrolls,…
Daily: Slew of economic data suggests global growth is slowing somewhat less rapidly
Short commentary today because I think the articles and data below speak for themselves. I have a ton of data from various economies around the world: the US, UK, Germany, Indonesia, Australia, South Korea, Mexico and more. And the data…
The Federal Reserve cannot create permanent wealth through quantitative easing
A reader asked me to comment on a video from the Big Picture conference of Jim Bianco commenting on the so-called wealth effect of quantitative easing. In the video, Jim takes the position that the Fed cannot create permanent wealth though…
Daily: continued problems in Europe, earnings surprises, and Apple’s declining loyalty
Today's links have three major themes. They are the continuing economic and political problems in Europe, the impact of the global growth slowdown on earnings and the escalating mobile war between Apple and Android.
First on the European…
The Fiscal Cliff and Corporate Margin Mean Reversion
As I wrote yesterday, government deficits are the biggest driver of elevated corporate margins. This is significant in the US given the looming fiscal cliff and the already ongoing margin mean reversion. Using the financial sectoral…