Monthly Archives: June 2012

Jun29

Throwing out the economic backdrop and potential weakness in earnings/guidance the market may see in July, today looks very similar to Jan 3, 2012.  While the market technically began a big move mid December 2011, the only things working the…

Jun29

I always wish to be a fly on the wall in these meetings just to see how things chronologically played out, so this piece by Der Spiegel is quite fascinating to me.  Read on if you want to see how…

Jun29

Deep in the European night, some additional steps were agreed to in the multi year European crisis.  While I'll leave the heavy analysis to other sites, the big picture is there was an incremental win for the "Club Med" countries…

Jun28

Research in Motion (RIMM) is its own story but Nike (NKE) and Ford (F) obviously are global multinationals who represent in many ways the macro environment.  I've said this quarter is going to be a doozy (more for future guidance…

Jun28

Monster move in the S&P 500 here…. doesn't appear to be any news other than Merkel cancelling a news conference tonight.  I guess that's somehow good news – doesn't make sense but what does in this type of market.  Massive…