Contributing Editors' Blog Entries

Reggie Middleton's picture

AT&T’s Q1 Record Results Show That There Is More Money In Android Than There Ever Was In Apple: How Do You Compete With Less Than Free?

Apple Google Motorola ratings Verizon The quarter AT&T loses iPhone exclusivity is the quarter they report record numbers. Why? They started pushing high end Android phones that more than made up for the iPhone loss. You really can't compete with "less than free"!

thetechnicaltake's picture

Give Up Your Cell Phone...It's Patriotic

Reality Not only has this President squandered his opportunity, but his notion of a what a shared sacrifice is very much skewed.

Phoenix Capital Research's picture

It’s Official: China Will Be Dumping US Dollars

China Reserve Currency In case you missed it, earlier this week China announced that its foreign currency reserves are excessive and that they need to return to “reasonable” levels. In politician speak, this is a clear, “we are sick of the US Dollar and will be taking steps to lower our holdings.” Remember, the US Dollar is China’s largest single holding. And China has already begun dumping Treasuries (US Debt).

Reggie Middleton's picture

Google’s Q1 2011 Review: Part 2 Of My Comments On The Gross Misvaluation of Google

Apple ETC Google Market Share Monetization OpEx Reggie Middleton Sell Side Analysts Google's post Q1 earnings reaction is one of the most blatant examples of nearsightedness I have seen for awile, rivaling the S&P AAA rating of subprime NINJA loan CDS writing monoliness using 120x leverage at the top of the housing market in 2007.

Smart Money Europe's picture

Why Is The Euro So Strong?

European Central Bank Greece Gross Domestic Product Ireland Portugal Reserve Currency Trichet Twitter Unemployment US Dollar Index One would think that with the bail-out of Portugal, even more downgrades of Irish government bonds and Greece a Dead Man Walking, the euro would get hammered with this tsunami of gloom & doom news from the European markets. But, on the contrary, the euro is going strong… very strong!

williambanzai7's picture


On April 19, 2011 (20:11 Eastern Swindler Time)) a vast network of computers, known as Scamnet, became self-aware. It would eventually take over the planet, set about wiping out the middle classes, and send a robot which looked like Warren Buffet back in time to kill Benjamin Graham...

Phoenix Capital Research's picture

Why QE 3 is Guaranteed (the Alternative is Something Four Times Bigger than 2008)

AIG American International Group Bank of America Bank of America Barclays Ben Bernanke Ben Bernanke Capital Markets Citibank Citigroup Countrywide Credit Suisse default Deutsche Bank ETC Fail Federal Reserve goldman sachs Goldman Sachs Greece Gross Domestic Product Japan Merrill Merrill Lynch Middle East Morgan Stanley Nomura notional value Portugal RBC Capital Markets RBS Too Big To Fail The reason that the 2008 debacle happened was very simple. The derivatives market, the largest, most leveraged market in the world. Today, the notional value of the derivatives sitting on US banks’s balance sheets is in the ballpark of $234 TRILLION. That's 16 times US GDP and more than four times WORLD GDP. Of this $234 trillion, 95% is controlled by just four banks. And they are... the TBTFs.

CapitalContext's picture

Capital Context Update: Vigilance Vindicated Via Veritable Volume Vacuum

Australia Bond CDS Derisking Fund Flows General Mills High Yield Implied Correlation Investment Grade Japan New Normal Omnicom recovery Sovereigns S&P futures managed to creep up to the pre-USA outlook change lows of early yesterday amid the lowest volume day in over two weeks and while HY and IG credit also managed gains on the day, we note some interesting shifts under the surface that should be considered less sanguine.

asiablues's picture

Oil Price Battle of The Big Banks

Barclays China Consumer Prices Copper Crude Crude Oil Front Running Global Economy goldman sachs Goldman Sachs headlines India International Energy Agency Japan Merrill Merrill Lynch Middle East NYMEX OPEC recovery Saudi Arabia Volatility A broad commodity selloff was partly attributed to Goldman's rare and surprise crude oil bear call, but BofA Merrill Lynch says not so fast, while gloves are off at BarCap.

George Washington's picture

FDA Refuses to Test Fish for Radioactivity ... Government Pretends Radioactive Fish Is Safe

ABC News Japan NOAA Wall Street Journal Who needs lighter fluid? Just throw 'em on the bbq and step back!

Bruce Krasting's picture

Tim G’s Bank – “I’ve got a secret”

Federal Financing Bank Ford Post Office Tim Geithner A bunch of questions re: the Annual Report of the FFB.

4closureFraud's picture

Linda Green LPS / DOCX | Homebuyers Can’t Get No Satisfaction

So, have you checked your "Satisfaction" of mortgage?

RickAckerman's picture

Standard & Poor’s Hacks Downgrade…America!

Bond ratings Real estate Silver ETFs Volatility And now we learn that Standard & Poor’s, the same unprincipled hacks whose grossly inflated triple-A ratings made America’s real estate boom and still-busting bust possible, has downgraded the USA itself. And whose payroll is S&P on, we wonder?

Leo Kolivakis's picture

OTPP's Neil Petroff on Active Management

Commercial Paper CPI fixed Institutional Investors Real estate Real Interest Rates The Economist Transocean United Kingdom Some thoughts on active management from Neil Petroff, Ontario Teachers' CIO...

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