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What UPS Earnings Say About the EconomyThu Oct 22nd, 2009
Scott Reeves United Parcel Service (UPS) reported third-quarter earnings per share of $0.55, topping the consensus estimate of $0.52.Revenue, operating profit, and package volume were down, and earnings were boos |
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What Will Follow Australia's Surprise Announcement?Thu Oct 8th, 2009
Quint Tatro Editor's note: The following is this morning's edition of Morning Thoughts from our FlexFolio by Quint Tatro. To receive Quint's Morning Thoughts daily, as well as access to his portfolio and trade a |
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Not Made in the USA: The Gerber BabyFri Sep 25th, 2009
Scott Reeves "Gerber baby" is synonymous with “cute, all-American child.” Just one thing: Gerber is part of Nestle (NSRGY), the Swiss conglomerate best known for chocolate. Few shoppers j |
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Insight Into the Economic Future: An Interview with John MauldinThu Sep 10th, 2009
Damien Hoffman John Mauldin coined the incredibly popular phrase “Muddle Through Economy.” If the next few years continue to drag along as we rebuild from the greatest credit bubble in history, then Joh |
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MV Weather Report: China's Winds Unable to Propel US SailsMon Aug 31st, 2009
Matt Theal It was only a few short months ago that we were saying how the Chinese market was going to lead the US markets lower, ending the current “bear market rally.” That chatter resurfaced on Wa |
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Jeff Saut: Another Round of Chop-and-Flop?Mon Aug 17th, 2009
MV Respect Editor's Note: The following article was written by Raymond James Chief Investment Strategist Jeff Saut. It has been reproduced with permission for the benefit of the Minyanville community.Rob Robbin |
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Prieur Perspective: Risky Assets Soar -- But Pullback Long OverdueMon Aug 10th, 2009
Prieur du Plessis Risky assets last week again marched higher to the tune of economic data supporting the argument of a global economic recovery. A realization among investors that the economic transition from recessi |
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Prieur Perspective: New Appetite for RiskMon Jun 1st, 2009
Prieur du Plessis Government bonds dominated action on financial markets during the past holiday-shortened week, as angst about inflation and massive issuance propelled yields to 6-month highs in the US, Europe, and J |
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Boeing Takes the Long ViewThu Mar 26th, 2009
Scott Reeves Boeing (BA) is taking the long view of the highly cyclical aircraft industry. Looking past the current downturn, the company sees steady earnings owing to a backlog of about 3700 jets |
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Can China Save the World?Tue Mar 10th, 2009
Prieur du Plessis I posted an article a few days ago entitled Will Year of the Ox Bring China Better Days? and concluded as follows: “Will China’s command economy come to the Western world’ |







