Archives: February 2012

Dudley: It's Basic Math

Posted by: Tom Keene on February 24

"I cannot accept Mr. Schaeuble insulting my country...Who is Mr. Schaeuble to taunt Greece? Who are the Dutch? Who are the Finns?" the president said in a speech at the...

Crystallized

Posted by: Tom Keene on February 23

Well, I think it has actually become a little bit less likely that the core countries, especially Germany, would want Greece to leave. And the reason is that it's now...

Dow 13,000 Media Hysteria

Posted by: Tom Keene on February 22

It's because of two mistakes that retail investors make - one is trying to time the market and the other is chasing the performance of a manager. The retail investor...

The Dither Spring

Posted by: Tom Keene on February 21

"We are here today ready to conclude this long process," Greek Finance Minister Evangelos Venizelos said. "I am optimistic, but in any case we need a clear political approval." "Governments...

Comcast

Posted by: Tom Keene on February 16

The buyback is a sign the company is committed to give back to shareholders after Time Warner Cable Inc., the second-largest U.S. cable company, announced a $4 billion buyback plan...

I Love to Curate

Posted by: Tom Keene on February 15

...economics, finance and investment in a blog called EconoChat for Businessweek.com. Tom is editor of Flying on One Engine, The Bloomberg Book of Master Market Economists, Fourteen Views on the...

Google+: In the Minority

Posted by: Tom Keene on February 13

"It is the one sphere of life and activity where victory, security and success is always to the minority and never to the majority. When you find any one agreeing...

Even If Rather Crude

Posted by: Tom Keene on February 10

"Krugman has staked out a rather crude Keynesian position and unrelentingly so," Sachs said today, referring to John Maynard Keynes, the British economist who advocated government spending to spur economic...

Really, Really Mind Your Qs

Posted by: Tom Keene on February 08

WJB Capital, which was based in New York and employed about 100 people, halted its brokerage operations following a year of slower trading, a shortage of capital and interest rates...

Accidental and Insane and Just Perfect

Posted by: Tom Keene on February 07

Ahmad Bradshaw's six-yard touchdown "run" was accidental and insane and just perfect. It was sort of the athletic equivalent of putting opposite magnets next to each other. It looked like...

Broken Story, Broken Stock

Posted by: Tom Keene on February 03

Maintain Buy -- While we sure don't like the fact that PG is losing market share in a bunch of big categories and big markets, we aren't ready to say...

FB is Not a Lay-Up

Posted by: Tom Keene on February 01

We think the world's information infrastructure should resemble the social graph -- a network built from the bottom up or peer-to-peer, rather than the monolithic, top-down structure that has existed...

Glimmer Not Cloud

Posted by: Tom Keene on February 01

Just when there's the Glimmer of Margin Stabilization, there's the Cloud of Revenue Deceleration... --Mark Mahaney, Citigroup, 01/31, 4:55 pm, first look at amazon.com revenues (or lack there of). Mr....