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What UPS Earnings Say About the Economy

Thu 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

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

Not Made in the USA: The Gerber Baby

Fri 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

Insight Into the Economic Future: An Interview with John Mauldin

Thu 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

MV Weather Report: China's Winds Unable to Propel US Sails

Mon 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

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

Prieur Perspective: Risky Assets Soar -- But Pullback Long Overdue

Mon 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

Prieur Perspective: New Appetite for Risk

Mon 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

Boeing Takes the Long View

Thu 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

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’
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