equities

Marc Faber, publisher of the Gloom, Boom & Doom report, spoke with Bloomberg TV's Betty Liu. The overall gist of his commentary was that a euro zone breakup would be beneficial and that he believes European peripheral equities are…

The GDP numbers for the US came out again and they were weaker than anticipated, coming in at 2.2% for real GDP growth instead of the 2.5% expected. Nominal GDP growth was only 3.7%. That is not bullish for shares.

A brief note on why Apple did so well this quarter.

This is just an update to this morning's post. The numbers were profit of $12.30 a share ($11.62 billion), up from $6.40 a share ($5.98 billion) last year.

Apple reports earnings after the close of business today. This will be a closely watched report. Here are the things to look for.

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…

Jeremy Grantham: "The central truth of the investment business is that investment behavior is driven by career risk. In the professional investment business we are all agents, managing other peoples’ money. The prime directive, as Keynes…

I thought I should present the somewhat bullish view of the margin issue we have been discussing here. PIMCO's Neel Kashkaari is out with a note that underscores what the bulls are thinking about the issue.

This chart from the Wall Street Journal explains visually what worries me about the supercharged run up in the S&P500. While the index is increasing, earnings growth is not.

I continue to believe that US share prices are based on a benign if not an optimistic view of the macro environment. If we see anything less, I believe US shares will be the ones to pull back most as opposed to European ones.