Article By: Doug NolandRead
Monday, March 27, 2017 10:30 AM EDT
We’re a few months from the nine-year anniversary of the 2008 crisis, yet there’s still huge ongoing global QE and rates not far from zero. It’s a monetary inflation beyond anyone’s imaginings, even Dr. Ben’s.
Article By: Sheraz MianRead
Saturday, March 18, 2017 8:02 PM EDT
We are still a couple of weeks away from the end of the March quarter, but the Q1 earnings season has gotten underway already. We have 8 S&P 500 members reporting results this week, including bellwethers like FedEx, Nike, and Accenture and others.
Article By: Fred McClimansRead
Thursday, March 16, 2017 8:09 PM EDT
Alphabet's Google currently lags Amazon significantly in the cloud market, and trails equally behind Microsoft in the enterprise. But we believe its cloud offering may be spring-loaded, with Alphabet potentially undervalued.