Apple Deal With Beats Gets Mixed Reviews; Cool Factor Weighs
When the Apple deal with Beats started to make its way through the headlines, my first thought was "good fit." Â And although it has...
Snowpocalypse Now: Why Resilient Q2 GDP Estimates May Be Fantasy
In spite (no, actually because of) last week's flatlined +0.1% Q1 Advance GDP Growth reading (published by the BEA here), Goldman Sachs' Kris Dawsey...
May Day S&P 500 Performance Since 1950
It's May Day: half of the Western world is taking a holiday, but markets in the Americas are opening for business.
In contrast to the...
Fed Tapers While GDP Slows: Not So New-sy
On the same day that investors received confirmation that the economy slowed to a crawl (advance Q1 GDP logged in at +0.1), they also...
S&P 500 Weekend Update: Uncertainty Keeps Markets Choppy
As the market chop continues, so does the uncertainty. This isn't necessarily a bad thing (nor a good thing). It just means that market...
2013 Cash Reserves Ranking: Apple, U.S. Corporates Lead Way
Most humans, apart from most teenagers, tend to be naturally averse to risk. We try to avoid situations that are dangerous, embarrassing or in...
Wage Growth and The Retail Sector, One Year Later
In October 2013, Mr. Market seemed unable to gain quick traction from the summer lows. Then, we shared a study of wage growth for...
TBTF Banks: Setting Up A Different Kind of Stress Test
With a single exception, the major money center banks and bank holding companies we checked in on at the market's February bottom (here) are...
Stocks Bounce: But How Far Will They Go?
That's always the follow up question, isn't it?
Earlier we considered how far small caps might go after bears succeeded in tripping the thirteenth 50-Day...
Citifail: How the Fed Confirmed What the Market Already Knows
Following yesterday's close, the Fed released the final installment of its annual stress test (the CCAR) of the 30 largest TBTF "systemically significant" banking institutions...
