Blog Archives

Of Buffett and Soros – No just a lot of the Ira Sohn conference

Our Monday morning riser was holding a lot of this so we dedicated a new post to more from the Ira Sohn Conference note. In short, ( pun not intended) buy Korea is right, sell Japan is more like a

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Posted in Financial Markets

IT’s MONDAY: Eurozone comeback isn’t but Euro’s comeback is

As a Rabobank strategist put it in today’s Reuters insider videogram, because of the fragmented euro bond markets in 2010 and 2011 , the current strength in the Euro is much more than a euphoric pick up on German manufacturing

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Posted in Financial Markets

IT’S MONDAY: European banks follow up with more losses, Fed and European Central Bank decisions (The week ahead April 29-May 3)

Markets headed down, last weeks result impact Dow near 14.5K and its quite ready for a rocky road down the mountain, though it’s still not “Sell in May and go away” especially with Apple already ruling below 400 before the

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Posted in Financial Markets

IT’S MONDAY! Apple reports earnings, Euro still trying the stratospheric trade (US Economy April 22-26, 2013)

The week has a lot of quality big pharma earnings lined up for Thursday with expectations high after J&J’s beat last week but the week starts with a 20% expected downtick in Apple (US:AAPL) at just above $10 against last

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Posted in Financial Markets

IT’S MONDAY: A US Morning Report to break the silence (again) for growth and optimism

US this week – March 18, 2013 to March 24, 2013 It’s Monday – A US Morning Report on the weekly doo dahs.  We are a very serious follower of Economic trends esp our own list of identified market and

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Posted in Financial Markets

How Facebook climbed out of its day of reckoning? | Deal Insight

  Facebook’s days of supply were marked on the calendar none as strongly as the November 13 date when 804 mln Facebook shares add in supply to the market. However, days of passive deriding of the stock have helped the

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Posted in Financial Markets

The Retail Lifestyle Champions: Amazon learns from quick acquisition, posts net loss

Living Social an acquisition of 2010 was $170 mln of the $274 Mln loss Amazon noted int he September quarter as its shares tanked 5% on results after Apple also warned of its Holiday season conquests in the marketplace in

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Posted in Financial Markets

The Retail Lifestyle Champions: Apple manages to disapppoint with $36 B topline

Most companies with a $28B topline have had a hard enough time trying to make the same $28B next year. All of them would technically qualify as Apple’s competition till yesterday. Apple, however managed to grow toplines a tad above

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Posted in Financial Markets

Global Mid-Day Report: Oil stocks thumb down any more “recovery talk”

Retail Gasoline stocks shot up by 4.5 M barrels in the week after having given hope with customers starting drawing down on gas money and inventories flowing to the pump for three months on the trot. Crude Oil inventories on

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Posted in Amitonomics, Banking, Private Equity, Retail Lifestyle, US

US Week Ahead: Facebook, Netflix, Apple and the Digital Economy (July 22, 2012 – July 28, 2012)

These Retail lifestyle champions, variously featured on our series’ would report along with Earnings behemoth Amazon with a dominant share of all digital sales and now local warehouses and the cloud as well.  Ford and Boeing will also report for

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Posted in Amitonomics, Banking, Retail Lifestyle, US