Sign in
Sign in
Recover your password.
A password will be e-mailed to you.
More on Steve Jobs’ comments at the D8 All Things Digital Conference
In the links this morning I highlighted the D8 All Things Digital technology conference hosted by Kara Swisher and Walt Mossberg. Apple CEO Steve Jobs was there sounding off on all manner of topics from Google to Adobe to the iPad. The Wall…
Unemployed Down in Spain but Black Market a Problem for Austerity
The number of unemployed in Spain dropped in May by 76,223, the second consecutive monthly drop. While this is a positive data point, the drop is largely due to seasonal actors and more than 4 million people remain unemployed. Yet, to…
James Galbraith: Why the ‘Experts’ Failed to See How Financial Fraud Collapsed the…
The following is the text of a James K. Galbraith’s written statement to members of the Senate Judiciary Committee delivered this May. Original text is here. Chairman Specter, Ranking Member Graham, Members of the Subcommittee, as a…
More About Japan and the Yen
The yen is drifting lower in the North American morning. If at first in response to the resignation of Prime Minister Hatoyama the yen was sold on political uncertainty, it may be being sold because of uncertainty appears to be…
Steve Jobs tells all at All Things Digital and other links
Must-read Steve Jobs at D8 on Flash, iPad and the Post-PC Era - Mashable The Usual Fare China Financial Markets » The Shanghai market isn’t really predicting anything Iran selling 45 billion euros of reserves for dollars FT…
Resignation of Japan’s Prime Minister Puts Yen Center Stage
Highlights The US dollar is little changed against most of the European currencies and within the dollar-bloc as a consolidative phase is emerging. The yen is center stage today following the resignation of Japan’s prime…
Hugh Hendry: Eclectica Fund Management Commentary, May 2010
The PDF of Hugh Hendry's letter to investors is embedded below. Enjoy. Eclectica Monthly Letter 2010 05
Data that makes it seem the U.S. economy headed for a 2010 double dip
I have been talking about "recovery fading" and the economy "rolling over" in the second half of this year. What I have been suggesting is that we will experience a slowing of growth to 1 or 2% in the second half of the…
Euro Remains Unable To Sustain Rallies
Highlights The US dollar was mostly firmer vs. the majors. EUR/USD made a marginal new low for the cycle at 1.2111, helped by rumors about France (see below) but then spiked higher during North American trading before closing lower…
What do present large profit margins mean for stocks?
US corporate profit margins reached a half-century peak with the housing bubble. As in most recessions, margins fell. But, this time they fell precipitously, only to snap back to near that 50-year peak. The chart above from David…