Archive for April 2010

Intel Reports “Best First Quarter Ever”

April 13, 2010  ·  Category: Macro Economics, Market Commentary, Stocks
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 »

Make Sure To Claim Your Making Work Pay Tax Credit

April 13, 2010  ·  Category: Taxes
As the deadline approaches for filing tax returns, the process of claiming a tax break created by the stimulus package has proved to be more work than millions of people had bargained for. The new tax credit, ...
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

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 »

LA Times Op-Ed: California’s $500 Billion Pension Time Bomb

April 6, 2010  ·  Category: California, Politics
The state of California's real unfunded pension debt clocks in at more than $500 billion, nearly eight times greater than officially reported. That's the finding from a study released Monday by Stanford University's public policy program, ...
Posted by Greg Feirman  ·  No Comments »

Top Gun FP Client Note: I Was Wrong

April 5, 2010  ·  Category: Market Commentary, Stocks, Top Gun Financial Planning
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 »