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David Rosenberg Unveils His 2013 Market Call
David Rosenberg, the top strategist from Gluskin Sheff, unveiled his expectations for the markets in 2013.Here are some key takeawaysstocks will be flat, and investors should focus on dividend growth,...
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Hewlett-Packard's Gretchen Tai: The Best Fund Manager You've Never Heard Of
A little while ago I worked through HP's defined benefit pension fund - trying to work out how underfunded it is (and hence work out the true debt levels at Hewlett Packard). Most defined benefit funds...
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Apple Drastically Cut Its iPhone Orders For Next Quarter (AAPL)
Apple dramatically cut its component orders for the first quarter of 2013, according to various reports, and this seems to be the biggest reason the stock is tanking today.Jefferies analyst Peter Misek...
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OH NO: Roubini Believes In The Housing Recovery, And Is Optimistic About The...
Uh-oh!Dr. doom isn't sounding a little... positive.He was on Bloomberg Surveillance today. You can watch the video here. This partial transcript was provided to us by Bloomberg:Roubini on whether he's...
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That Federal Reserve May Have Finally Found The Limits Of Its Effectiveness
The Federal Reserve meeting for December came with few real surprises. The two important actions that were eyed by the financial markets were the pledge to continue artificially suppressing interest...
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JACK BOGLE: Here Are The 6 Books That Every Investor Must Read
Jack Bogle, founder of Vanguard and pioneer of index funds, is one of the most brilliant and most important minds in investing.We recently reached out to Mr. Bogle and asked him for what he thought...
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CHART OF THE DAY: Here's The Recession Indicator That Bears Are Passing Around
In his latest Global Strategy Weekly report, SocGen's bearish strategist Albert Edwards points to a chart he saw in the commentary of another market bear, John Hussman. From Edwards:The well-known...
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MUNSTER: Why I Still Believe Apple Is Going To $900 (AAPL)
There was a time when being an Apple analyst was easy.You just picked a big number for a price target, watched Apple race up to that number, and then eventually pass it. Before Apple passed your big...
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FINANCIAL ADVISOR INSIGHTS: Advisors Are Rejecting Modern Portfolio Theory...
Legendary Investor Jack Bogle Reveals Six Books Every Investor Should Read (Business Insider)Business Insider's Sam Ro asked Jack Bogle, founder of Vanguard, for his investment must-reads. Bogle picked...
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ROSENBERG: There Are Some Stocks You Should Certainly Short (SPY)
In his latest Breakfast With Dave note, Gluskin Sheff's David Rosenberg offered his thoughts on the markets for 2013."I think it will be a flat year for the broad equity markets in 2013 but what worked...
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GOLDMAN: Here Are Our Top 7 Trades For 2013
Goldman Sachs has released its top seven trade recommendations for clients in 2013.We have already highlighted two of the trades as they've been released over a period of days.The trades aren't for...
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STOCKS FALL: Here's What You Need To Know (DIA, SPY, QQQ, AAPL)
Markets closed lower today.First the scoreboard:Dow: 13,135, -35.7, -0.2 percentS&P 500: 1,413, -5.8, -0.4 percentNASDAQ: 2,971, -20.8, -0.7 percentAnd now the top stories:A gunman killed at least...
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APPLE CRUSHED: Stock Falls Another 4% To New Closing Low
Apple stock got clobbered again today, falling 4% to $510.That's the lowest close for the stock since its recent swoon began in September.(It's also a level that Apple first breached on the way up last...
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The Markets Are No Longer Sending Useful Price Signals
Okay, the Fed's recent decision to boost its monetary stimulus (a.k.a. "money printing," "quantitative easing," or simply "QE") by another $45 billion a month to a combined $85 billion per month...
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The Main Deflationary Event Is Underway
Some of our readers have been wondering why we spend so much time covering the situation in Europe. The relevance of the European situation is not perhaps immediately obvious to those geographically...
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3 Of The 4 Official Recession Indicators Are Looking Up
Note from dshort: This commentary has been revised to include today's release of Industrial Production and yesterday's Retail Sales adjusted with today's release of the Consumer Price Index.Official...
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These 3 Sentences Sum Up Every 2013 Stock Market Outlook We've Read So Far
Here are three sentences from RBC Capital Markets' North American Equity Strategy Outlook - New Year 2013:A growing list of positive factors point to an up-year in for the equity market 2013. These...
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EICHENGREEN: Keep The European Union, Scrap The Euro
Europe’s crisis has entered a quiet phase, which is no accident.The current period of relative calm coincides with the approach of Germany’s federal election in 2013, in which the incumbent chancellor,...
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Manufacturing In The US Is Making A Historic Comeback
For much of the past decade, General Electric’s storied Appliance Park, in Louisville, Kentucky, appeared less like a monument to American manufacturing prowess than a memorial to it.The very scale of...
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Martin Feldstein's Solution To Congress' Tax Hike Debacle
Sixteen days away from the fiscal cliff and Washington has yet to agree to a fiscal cliff deal.President Obama wants to raise taxes and believes he has the mandate to do so, while Republicans want tax...
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