Archive - May 2014 - Blog entry

In the big pharma M&A scramble, TEVA has been hosting potential suitors and may become the next acquisition target.

Upon closer inspection, the report was a total disaster. You wouldn’t know this from the financial media’s coverage, but it was.

Capture, corruption, irreparable harm--and little hope for change.   

That's right, I.N.N.F.

The great attempt to prop up the US economy through spending and printing money is at an end. The world takes a long time to catch on to these changes, but the shift has already begun. It’s now just a matter of time before stocks figure it out.

Of the economic reports and events in the week ahead, we identify four potential drivers and emphasize one--the ECB meeting.  

India has long been an economic laggard to China but that may be about to change.

Whatever You Think of Putin, You Should Understand How Russia Thinks

“Rarely Does A Monthly Report On The United States Job Market Look So Terrific On The Surface While Being So Disappointing Underneath”

Some thoughts about the price action, or lack thereof, in the foreign exchange market.  

German lawmakers fumed Friday over "vicious" criticism by John MCCain...

It happened in 2000 and 2007. Spectacular consequences! Now it happened again. And beneath the blue-chip highs, parts of the market are already crashing.

Just like everything else, it’s the chicken and the egg conundrum. Which came first?

"Americans In Large Numbers Want the U.S. to Reduce Its Role In World Affairs Even As a Showdown with Russia Over Ukraine Preoccupies Washington …."

An intro to the misconceptions, the obvious failings and occasional successes of state-planned socialism in a Zimbabwe just off the coast of Florida.