Macro Economics Archive
Intel Reports “Best First Quarter Ever”
Blowout quarter from Intel (INTC). Revenues of $10.3 billion compared to analyst estimates for $9.8 billion. EPS of 43 cents compared to analyst estimates of 38 cents. Last year's first quarter had revenues of $7.15 ...
Posted by Greg Feirman · No Comments »
Jeremy Siegel (Bull) Vs. Robert Shiller (Bear)
April 13, 2010 · Category: Macro Economics, Market Commentary
Jeremy Siegel, Professor of Finance at the Wharton School at the University of Pennsylvania, and Robert Shiller, Professor at Yale University, are two of the most high profile academics in the investment world. Both are ...
Posted by Greg Feirman · No Comments »
Top Gun FP Client Note: The Recession Is Over
April 12, 2010 · Category: History, Macro Economics, Market Commentary, Stocks, Top Gun Financial Planning, Warren Buffett
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right ...
Posted by Greg Feirman · No Comments »
Which Way Interest Rates?
April 12, 2010 · Category: Interest Rates, Macro Economics
A couple of important stories on interest rates this weekend in The Wall Street Journal and The New York Times.
The Wall Street Journal described the different forecasts for the year-end 10 year treaury yield by Morgan ...
Posted by Greg Feirman · No Comments »
Rising Optimism
April 12, 2010 · Category: Macro Economics, Sentiment Analysis
A bunch of optimistic commentary and articles coming out recently:
"The Comeback Country: How America Pulled Itself Back From The Brink - And Why It's Destined To Stay On Top", Dan Gross, Newsweek, April 12
"The Power ...
Posted by Greg Feirman · No Comments »
NYT: Consumer Spending Picking Up
April 7, 2010 · Category: Macro Economics
What I'm hearing across a wide swath of retail is that sales are simply much stronger than companies had expected.
- Robert Barbera, Chief Economist, ITG
There's a true desire to buy that I haven't seen in ...
Posted by Greg Feirman · No Comments »
NYT: State Debt Woes Grow Too Big to Camouflage
California, New York and other states are showing many of the same signs of debt overload that recently took Greece to the brink — budgets that will not balance, accounting that masks debt, the use ...
Posted by Greg Feirman · No Comments »
NYT: Spurt Of Home Buying As End Of Tax Credit Looms
March 30, 2010 · Category: Macro Economics, Real Estate
Real estate agents say buyers and sellers are hurrying to take advantage of the tax credit, which is worth up to $8,000 for home buyers. But the last-minute rush is also prompting some foreboding about ...
Posted by Greg Feirman · 1 Comment »
Rising Rates - 10 Year Approaching 4%
One of the important stories last week was the notable rise in interest rates. The cause was weak treasury auctions on Wednesday and Thursday when the Treasury sold $42 billion of 5 year notes and ...
Posted by Greg Feirman · No Comments »
A Day With Hedge Fund Manager Hugh Hendry
March 26, 2010 · Category: Macro Economics, The Investment Advice Business
Interesting video of a BBC journalist who spent a day with hedge fund manager Hugh Hendry. Click here.
(Via The Mises Institute Blog)
Posted by Greg Feirman · No Comments »
