dividends

I want to start today's daily with the markets and the real economy before I branch out into more political economy including Germany. European economic numbers And since I mentioned Germany, let me start there. A slew of economic data came…

Many of the largest technology companies are making so much money that they are rapidly accumulating cash on their balance sheets. While on could argue that this cash should be stripped off the balance sheet for valuation purposes, I would…

By Niels Jensen The Absolute Return Letter, December 2012 “It’s one thing to have an opinion on the macro, but something very different to act as if it’s correct.” -Howard Marks, Oaktree Capital Management It can be a frustrating, and…

There has been a lot of chatter about Apple recently because of the monster move it has sustained in the first four months of the year. Bloomberg reports that Apple gained more than $250 billion in market share in just four months to April…

Michael Mauboussin talks to Consuelo Mack about why its getting harder to beat the market and why doing less can actually make you more.

I spoke to Tadas Viskanta of Abnormal Returns on StockTwits TV about a lot of different issues this past week. We discussed commodities, bond market, QE, tech stocks, and a lot more. Here's the video below.

I would argue that this is evidence that these companies are wasting shareholder capital by plunking down for splashy acquisitions and large new capital investments that are not paying off. Cisco and Microsoft have huge cash balances…

Today it was revealed that last week the Federal Reserve rejected Bank of America's plan to increase its dividend from its token penny a share in the second half of 2011. Clearly, the Fed is sending a message that it does not believe the…

The bond guys PIMCO have decided to move into equities. They are doing so cautiously.  I mentioned some comments they made by Gross regarding safe, high dividend stocks like utilities. At the time, he was suggesting almost all asset…

A friend sent me the following article from USA Today: The U.S. taxpayers' investments in smaller banks are increasingly at risk. In a sign that more banks are under great pressure from the recession, 34 financial institutions did…