earnings

Note: I am going to be playing catch up here for a while since I have been away from my computer for most of the week. So this is the first in a series of post reviewing what the US political elections mean for the economy and markets. I…

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…

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…

Since there are so many Apple stories out there in today's links, I am going to expand upon my feature-length post "The Case Against Apple" from earlier today. The dilemma as I set out early in the year is between margin and share. Apple is…

While I first started warning  about Android taking share from Apple in 2009, I was not worried about earnings at Apple. It wasn't until this year that margin compression became an issue for me. But even then, it wasn't clear the issue…

There are a lot of different threads in today's links to choose from for the overarching theme. So I will just choose one and run with it. Let's look at the Amazon selling at cost issue from Apple's perspective. What Amazon CEO Jeff Bezos…

Two months ago, we got four scenarios for the fiscal cliff via Credit Suisse and Sober Look. All of these scenarios called for at least a 0.9% drag on the economy, meaning that we should fully expect at least a 0.9% drop in annualized GDP…

In March, I wrote you about my concerns about Apple's ability to maintain growth expectations without margin slippage. My view was then and still is today that Apple faces a choice of maintaining either margins or growth in both handsets…

Here is today's daily note. I have three main topics to highlight in the links: Romney, Apple and QE infinity.   Romney The Pawlenty defection is a big deal. I don't think I have ever seen anything like it. It's a total meltdown for…

Today's links are just on tech. The iPhone 5 is poised to break all records when it comes out. While this is a much-needed boost for Apple given the doubts about its product cycle, the phone is clearly inferior to phones now being released…