Blog

Archive for May, 2012

It’s time for “death of equities” stories again–unfortunately, this crop is likely to be even less useful as an indicator of a new bull market than the original 1979 BusinessWeek cover

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Jack in the Box (JACK) could be an emerging growth story–wait for August earnings

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The speculative bets are lining up in the German bond market on the end of the euro–which suggests huge upside if European leaders can pull the currency out of the fire

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Not what the markets needed: The U.S. economy looks slightly weaker than expected on this morning’s data

umemployed blue-collar worker

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Without much fanfare China has launched a new wave of stimulus

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At current prices, I think the risks in shares of Banco Santander and Banco Bilbao are political–which doesn’t make the risks easy to judge

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Could the new EuroZone bailout fund directly recapitalize troubled Spanish banks? The European Commission says it should

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Global investing through your eyes (or camera)–3 new videos posted today, May 29

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Trouble at Codelco is good for Freeport McMoRan Copper & Gold

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The Spanish government’s denial of reality keeps digging a deeper and deeper hole for the country

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