Earnings/China/Germany
While Q2 earnings turn our analysis into a micro, company specific focus, it is the macro view of the world around corporate America that...
FT: Corporate Cash
Corporate cash in the US is sitting at a record high of $1,700bn. James Mackintosh, investment editor, explains how both bulls and bears...
Corporate America’s Pile-O-Cash
In his Washington Post column last week, Fareed Zakaria laid out the argument that Obama is anti-business (Obama’s CEO problem...
Weekend Linkfest
Quite a few terrific articles worth reading to finish your weekend or start your week: • Martin Wolf: Demand shortfall casts doubt on...
Paul Volcker on FinReg, Subprime & Deregulation
“There is a certain circularity in all this business. You have a crisis, followed by some kind of reform, for better or worse, and...
2015 Mercedes Benz SLM
Most auto enthusiasts are watching Mercedes-Benz for the release of the nearly $200k SLS AMG Gullwing in the fall. However, Automobile...
It’s More Than Just Birth-Death
It’s More Than Just Birth-Death July 9, 2010 By John Mauldin It’s More Than Just Birth/Death It’s a Seasonal Thing A...
Steve Liesman and the Fed’s Balance Sheet
Steve Liesman and the Fed’s Balance Sheet David R. Kotok Chairman and Chief Investment Officer Oil Slickonomics – Part 7 July 10,...
Why Ruin A Perfectly Good Economic Theory?
Someone sent me this Wiley Miller Non Sequitur comic from November 2008. The full comic is after the jump, but I think it works better...