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Everyone of a certain age remembers AOL (AOL) for the ubiquitous CDs the company sent out to encourage people to go online in the 1990s. And most of the news stories last week focused on the...
One of Wall Street’s best known adages is the old “sell in May and go away” seasonal trick. The idea is that the six months starting in May — including the normally listless summer months — are ...
The slowdown in retail sales growth has been a big surprise this spring, as lower gasoline pump prices were expected to boost spending. What’s going on? Analysts at TIS Group have a fascinating...
You may have heard that California is experiencing an historic drought — the worst in 200 years by some measures. While this might seem like a problem isolated to lawns and swimming pools in the...
Academics love to say that the market is efficient and reflects all publically available information with Vulcan-like logic and lack of emotion. Yet any third-grader with experience in a sandbox...
Here are a few notes from my research and conversations on tech and markets over the weekend. — Watch out, Tesla. Mercedes is launching its first plug-in hybrid-electric midsize sedan, the...
It’s a bird, it’s a plane — it’s Super-Dollar, soaring higher into the investment stratosphere and rattling the cages of U.S. multinationals with its sonic booms. The damage is getting...
Apple (AAPL) is completing its journey from renegade to matron with the announcement that it will be joining the Dow Jones Industrial Average, on March 19, taking the place of old Ma...
The global macro picture is looking a little rosier despite weak economic data last week. The U.S. economy is not super robust, but the latest data suggest it does continue to expand, as...
We have talked a lot in recent months about the panorama of technology innovation, but in our lifetimes there have been very few truly revolutionary technology developments. The standard is...