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Earnings Inflection
Earnings season for Q3 2012 has been underwhelming. It appears as if the macro decay of the first half of the year is settling in at the corporate level. With about 20% of the S&P 500 companies...
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Remarkable Weakness in PC’s and Mobile Technology
IDC and Gartner estimates of PC market movements came out and showed a dramatic drop for the 1st quarter of 2013. The decline was not surprising, but the scale according to IDC was: “Worldwide PC...
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No Second Half CAT Magic
Following up on yesterday’s inflection narrative, Caterpillar seems to have fallen prey to the same blindspot as economists. Everything with regard to economics and the economy is always assumed to...
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A Detailed Look At Target Is A Familiar Review of More Than Target
Target announced both bad results as well as distressing guidance. The retail giant has been under pressure, and its quarterly update for its Q4 only confirmed the concerns. The company first reported...
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Headwinds Of The Negative Feedback
As oil prices remain as they are in relation to where they were one year ago, measured inflation rates have come back up, some faster than others. This does mimic the real world situation where...
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