The Case For The Robot Workforce
Credit Suisse's analysts argue the that industrial automation — when humans workers are replaced by robots — is a bullish long-term economic theme as it boosts productivity.Below is a table that shows...
View ArticleBofA Presents: 10 Big Investment Ideas For 2013
Bank of America's Research & Investment Committee lead by Kate Moore has put out its 10 big investment ideas for 2013. The ideas come from across a range of analysts at the firm.We summarize:1....
View ArticleEmerging Market Consumers Have Had An Incredible Decade
As one of its top investment ideas for 2013, Bank of America recommends getting long the emerging market consumer.Along with that call: This chart.This is part of a bigger story that's going around,...
View ArticleBRIAN BELSKI: US Corporate Profit Margins Will Stay High For Years
BMO Capital Markets' Brian Belski published his 2013 Market Outlook yesterday.We already know that he expects the S&P 500 to end 2013 at 1,575. But this new 39-page report offers more color to his...
View ArticleThe Chinese Stock Market Is Going Buckwild
Out of nowhere, the Chinese stock market took off, surging more than 3.0 percent. This brings the Shanghai Composite back above that 2,000 level.It's unclear what's sparking the rally. But according...
View ArticleIt's A Sad Comment On The State Of America That Words Like "Fair" And "Share"...
I recently wrote about one of the things that has gone wrong in the U.S. economy--namely, that big American corporations are no longer sharing enough of their vast wealth with their rank-and-file...
View ArticleCHART OF THE DAY: Germany Is Pulling Off Another Economic Miracle
Yesterday we mentioned that Germany might be in the midst of pulling off another economic miracle.The miracle is this: Every time it looks as though Germany might succumb to the recession being...
View ArticleTwinkiepocalypse Causes November Job Cuts To Surge 34%
Challenger is out with its November layoffs report. It shows a 34% spike from last year, in large part due to the twinkie. Job cuts increased for the third consecutive month in November, as employers...
View ArticleNew Poll Reveals What Voters Want To See In The Fiscal Cliff Deal
Voters support raising taxes on incomes above $250,000 and on capital gains but support few cuts to entitlements, a new poll from Quinnipiac University shows. The poll comes as President Barack Obama...
View ArticleBEAT: INITIAL JOBLESS CLAIMS FALL TO 370K
UPDATE:Nice number370K is nicely below expectations and last week. Analysts had expected 380K. Last week was 395K.Key thing is that the Sandy effect is wearing off, and we're returning to the...
View ArticleThings Are Getting Ugly In Europe: Italy Crushed, Euro Tanking
As Mario Draghi speaks, the euro is tanking. The main culprit is his language about weak growth and the odds of a future rate cut.And Italy -- home to today's political drama (Berlusconi is waging a...
View ArticleGALLUP: The Unemployment Rate Surged In November
One day ahead of the jobs report, Gallup comes out with a negative preview of its own.We've posted the announcement below.Note that there are all kinds of reasons to think that the November number...
View ArticleHere's Why Zynga Stock Is Up So Big (ZNGA)
Zynga stock is up almost 7% this morning.Why?Yesterday, it applied for a real-money gambling liscense in Nevada.Please follow SAI on Twitter and Facebook.Join the conversation about this story »
View ArticleApple Stock Recovers After Early Selloff
UPDATE 10:00 AM: After an early selloff, Apple is pretty much flat.UPDATE: The stock is tanking more. After falling 6% yesterday, the stock has opened down 3.2%.This all comes as Apple CEO Tim Cook...
View ArticleECB Leaves Rates Unchanged, Issues Significant Downgrades To Growth And...
ECB President Mario Draghi took the stage at the ECB press conference after the Governing Council voted to leave rates unchanged earlier this morning. The main focus was on the ECB's new staff...
View ArticleThe Euro Is Getting Massacred
In the wake of Draghi's press conference -- where he sounded very dovish and said that rate cuts have been discussed -- the euro is getting massacred.There's also consternation in Italy, where the...
View ArticleIn 30 Years, Americans Will Be Using Just As Much Coal As They Do Today
Regular readers of the site will recall we believe that for better or worse coal remains the energy of the future. And the Energy Department seems to agree. Here's a startling truth from the Energy...
View ArticleThe Good Times Really Are Over In America
Citigroup is just out with its big year-end analysis, and the economic team offers a fairly upbeat forecast:With improving private sector balance sheets and falling energy costs, we believe that —...
View ArticleJeff Gundlach Warned That The Fiscal Cliff Would Be A Problem For Stocks Like...
Jeff Gundlach, the legendary bond guru behind DoubleLine Funds, declared Apple as one of his "favorite generational shorts" at a conference earlier this year.He warned that the "rainmaker is gone" and...
View ArticleART CASHIN: Here's How We'll Know If A Fiscal Cliff Deal Is Really Within Reach
Every day, representatives from both sides of the aisle have come out to update the world on the progress (or lack of progress) on fiscal cliff deal talks.But it can be difficult to decipher the...
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