Month: March 2010

PPI – No Inflation, None Coming, But Economy is Just Fine….

It appears that PPI and   CPI are under control. Somehow there is no pricing pressures being reported even though it appears that there are pricing pressures. These are the things that confuse the already confused….

While monthly the PPI (and CPI) fell, that is not the whole story…. Of course...

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Indicators We Are Watching: On The Precipice

We are on the precipice. Either we are going to scale that wall or we are going to fall from it. Between the health care overhaul and the impending financial reform, it has become increasingly difficult to understand what the next 1-2 years will look like.

For the most part, we...

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Sunday Fun: Google/Apple Phone War – Who Wins?

Which one wins? Already Apple has won, but we are talking about the Phone Wars 2 (PWII). Apple and Google see things very differently…. Thoughts?

Google will be selling the Nexus One with AT&T, but the non-contracted $529 phone will make it a hard sell. It’s the latest in a larger...

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Qualcomm (QCOM) – Chart Looks Solid, But…..Is There More?

Qualcomm (QCOM) Could Ring Up Nice Gains – Barron’s exclaims….

A pile of cash, dominant market share and valuable patents make the depressed stock a good bet. Video: Reconnecting With Qualcomm

We have Qualcomm as a part of our client portfolios and added to the position...

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