4 Reasons The End Of The Great Commodity Super-Cycle Is Here
From State Street Global Markets, a simple argument that the end of the great commodity super-cycle is here: 1. In the 1970s, the commodity bull lasted 10 years. The recent run is also 10 years...
View ArticleKRUGMAN: Why The New Crisis In Spain Is Actually A Good Thing
In regards to the latest flare-up in Europe, Paul Krugman makes an excellent point about why it's actually welcome that the worries are centered on Spain. Unlike with Greece, nobody has really argued...
View ArticleREPORT: Credit Suisse Could Soon Axe 5,000 Investment Bankers
Just when you thought the worst of Wall Street's layoffs were over, news reports out of Switzerland suggest the axe may be coming down again. From Der Sonntag via Reuters: Citing an estimate from a...
View ArticleFor Citigroup, Better-Than-Expected Earnings Won't Be Good Enough (C)
Citigroup is scheduled to announce its Q1 earnings Monday morning. Wall Street is looking for EPS of $1.00 on revenue of$19.8 billion. However, a bottom line surprise alone won't cut it this earnings...
View ArticleThis Chart Shows What A Complete Disaster Spain Has Become
From Doug Short, it doesn't get much clearer than this. Click to enlarge. SEE ALSO: 14 jaw-dropping facts about the Spanish economy > Please follow Money Game on Twitter and Facebook.Join the...
View ArticleOkay, Now You Know That Sarkozy Is Desperate...
As Nicolas Sarkozy's re-election situation looks more and more dire, he's doing what all desperate candidates do: start blasting various rigid institutions. For example, he's blasting the ECB for not...
View ArticleHere Are The Key Market Moving Events For Monday, April 16, 2012 (GCI, SCHW,...
Markets have little major data to digest internationally, with only a key report out of Italy on its trade balance. In the U.S., an advance reading of retail sales and manufacturing in the New York...
View ArticleThe Weekend Is Over, And Markets Are Getting Slammed (C)
Markets in Asia are tanking early in the trading session. Japan's Nikkei is down 1.2%. Korea's Kospi is down 1.2%. Australia's S&P/ASX is down 0.7%. For the most part, it looks like Asia is playing...
View Article'Daddy, You're More Evil Than I Thought'
It is the holiday part of the trip and I was strolling through the back-lot footpaths of Venice with my twelve year old son. We were doing out best to get lost (surprisingly easy) and I had given up...
View Article3 Huge Questions Investors Are Asking Right Now
The latest edition of Top Client Questions from SocGen's Michala Marcussen is out. Here are the three questions on top of mind these days: What's China's Next Move? When will the ECB reactivate...
View ArticleThe Final Hour Of Trading Last Week Should Disturb Investors
In a note out tonight, BTIG's Dan Greenhaus makes an interesting observation: We know that while "dips" were bought in the past, this no longer appears to be the case while the last hour of the day has...
View ArticleJIM O'NEILL: We Will Get 2 'Extremely Important' Pieces Of Economic Data This...
Last week's unexpected jump in weekly U.S. jobless claims couldn't have been more disappointing. Jobless claims have been one of the best leading indicators of the stock market in recent years. So it...
View Article3 High-Flying, High-Priced Tech Stocks Are Tanking
Three of the most widely followed and high priced stocks have gotten taken out to the woodshed over the last week. Below is a list of the Russell 3,000 stocks that trade over $200/share. As shown,...
View ArticleRICH BERNSTEIN: 3 Things You Should Know About Financial Asset Correlation
Rich Bernstein, founder of Richard Bernstein Advisors and former Chief Investment Strategist of BofA Merrill Lynch, just published a white paper titled Diversification Remains Difficult. Diversifying...
View ArticleHere's Bruce Berkowitz Massive Presentation Making A Bull Case On Bank Of...
Fairholme Capital Management's Bruce Berkowtiz still likes Bank of America even though the stock hammered his fund's returns in 2011. The fund manager recently released a so-called "case study" on the...
View ArticleWhy Tomorrow Is Going To Be Enormous For Corporate Earnings (KO, CSX, GS,...
Earnings season heats up tomorrow, with four Dow components releasing quarterly results. Coca-Cola, IBM, Intel, and Johnson & Johnson are all set to announce how 2012 has started off, and all will...
View ArticleTOUR: Inside Redscout's New York Office
Founded in 2000, brand strategy firm Redscout still feels like a startup. Fewer than 50 people work at the New York office on 25th and Broadway, with another 10 working in San Francisco. There's a ping...
View ArticleDOW SURGES 130, But Apple Keeps Nasdaq In The Red (SPY, DIA, QQQ, AAPL)
Markets are up today with the with S&P 500 up by 4 points. The Dow is up 126 points, but the Nasdaq remains in the red. Why? Apple. The stock is down by 3.2 percent, and it has been a major drag...
View ArticlePippa Middleton In Trouble After Friend Points Gun At Paparazzi
Pippa Middleton, Duchess Kate Middleton's sister, is caught in the midst of a gun-brandishing incident that could carry a maximum sentence of seven years in prison, the Sun reported. Pippa, 28, was in...
View ArticleThis Tiny Brand Strategy Firm Makes The Big Decisions For PepsiCo, Dominos...
PepsiCo is a $100 billion corporation with nearly 300,000 employees. It has an enormous marketing department. It also has relationship with TBWA Worldwide, a giant advertising company. Yet Pepsi trusts...
View Article