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GOLDMAN: Here’s How You'll Know When Tax Hikes Are Starting To Hurt Consumers
Sven Jari Stehn and David Mericle of Goldman Sachs have a new note out that outlines how the firm will attempt to track the effects of higher taxes on consumption in real-time.Goldman expects that the...
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IT'S OFFICIAL: Apple Has Lost Its Edge
Apple's stock is down 25% from its peak.Many factors have contributed to that drop. But none is more important than this:Apple has lost its edge.What does that mean?It means that Apple is no longer the...
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If The Debt Ceiling Issue Were To Go Away...
A quick note about market attitudes at the moment.A few days ago we posted this paragraph from BTIG's Dan Greenhaus about the outlook for the market: In a recent conversation with one of our hedge fund...
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Another Idea For How Obama Could Circumvent The Debt Ceiling Is Gaining Some...
Edward Kleinbard, the former chief of staff at the Congressional Joint Committee on Taxation, is out this morning with a new way President Barack Obama could work around the debt ceiling if Congress...
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ROSENBERG: Treasuries Are Selling Off, But We've Seen This Happen 8 Times...
Unlike most bears, Gluskin Sheff's David Rosenberg doesn't expect a sharp rise in interest rates any time soon.In fact, this call even won him a bottle of whiskey from Marc Faber,Recently, rates have...
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HERBALIFE PRESIDENT: Bill Ackman Insulted Real Americans When He Showed These...
During today's investor presentation, Herbalife's president Des Walsh said the 'most offensive thing' from Bill Ackman's short thesis was when he showed photos of their 'Nutrition Clubs.' Walsh says...
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Herbalife Is The Latest Chapter In The Legendary Carl Icahn Vs. Bill Ackman Feud
Legendary investor Carl Icahn has made his way into the battle over Herbalife.So it's time to remember that this isn't the first time he's gone head to head with Bill Ackman.Last time, though, he...
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Ex-McAfee CEO: I'm 'Disappointed And Embarrassed' By Founder's Escapades
Like everyone else in the world, Dave DeWalt was closely following the weird story of software pioneer John McAfee as it unfolded last month.But for DeWalt, the sordid tale hit close to home—because he...
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Frank Holmes' Massive Presentation On Why All Kinds Of Commodities Are Going...
Frank Holmes, the Chief Investment Officer at U.S. Funds, just published his market outlook for 2013.In his presentation titles More Sunshine, Less Storms, Holmes offers the key charts that underlie...
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Shares Of Herbalife Spike As Company Makes Its Case Against Ackman
Shares of Herbalife are up more than 3 percent as executives from the multi-level marketing company that sells nutrition products rebut hedge fund manager Bill Ackman's short thesis. The stock has been...
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10 Stocks Accounted For 93% Of Earnings Growth Last Year, This Year Not So Much
The 10 stocks that drove 93% of the entire S&P 500's earnings growth in 2012 will only account for 33% of earnings growth in 2013, according to a report from Morgan Stanley.Check it out:SEE ALSO:...
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The 'Right-Leaning' Inventor Of The Trillion Dollar Coin Explains How He Came...
By day, he's a 39-year-old lawyer in Atlanta.Also by day — like many other bored attorneys — he haunts policy blogs and starts bullshit sessions with like-minded professionals about problems ailing the...
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CHART OF THE DAY: The Historic Surge Into Stock Mutual Funds That Has...
This week, among record fund flows into stocks around the world, long-only equity mutual funds recorded inflows of $8.9 billion – the biggest weekly inflow seen since March 2000, during the height of...
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The Problems Just Won't End For Boeing's Dreamliner (BA)
The reputation of Boeing's 787 Dreamliner, the long-awaited jet that promises to make flying more efficient and pleasant, has been regularly marred over the past few years, reaching what may prove to...
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How The Emerging Markets Added To Global Growth Every Year Since 1970
Here's a straightforward chart from a presentation given by Joachim Fels, Chief International Economist for Morgan Stanley.It shows the contributions of the developed markets (DM) and emerging markets...
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Two Tailors Have A Simple Concept That Could Change The Way Men Buy Dress Shirts
When McGregor Madden started his company, Proper Suit, he noticed something that gave him an idea for a new business. "We had men buying $1,000 suits, yet their dress shirts never fit them," said...
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A Bunch Of Hedge Fund Managers Have Gotten Spanked Betting On Atlantic City
Hedge fund masters of the universe Marc Lasry and Carl Ichan bet on a come back year for Atlantic City casinos this year and lost.One culprit was Hurricane Sandy. The storm did a real number on the...
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CITI: These Charts From The 1970s Make Us Think A 20% Drop In Stocks Is Coming
We recently saw U.S. initial jobless claims tick up a bit.While it's far too early too call it a trend, we can certainly think in terms of hypotheticals.Enter Citi chart guru Tom Fitzpatrick, who...
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Wheat And Corn Pricing Are Surging After One Of The Most Critical Crop...
Futures contracts for wheat and corn are both trading up big this afternoon since 12 PM ET when the U.S. Department of Agriculture released its monthly World Agricultural Supply and Demand Estimates...
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A Writer Describes Traveling With Late Billionaire Teddy Forstmann On His...
In 2011, Wall Street lost one of its greatest to brain cancer, billionaire private equity investor Teddy Forstmann.And while Forstmann was a huge public figure — he was a philanthropist who also owned...
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