jdmarkman
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jdmarkman
$AAPL market cap at $203B now larger than 6 cos in the Dow Jones Industrials combined: Alcoa, Travelers, Dupont, Caterpillar, Kraft, Amex $$
Mar. 11 at 2:42 AM
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jdmarkman
US birth rate in all age groups still rising, says Journal of Pediatrics study. Good for the economy of the 2040s. http://nyti.ms/c6F3m6 $$
Mar. 2 at 12:49 AM
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jdmarkman
Satyajit Das explains why the Greek debt scare is only Scene 1 in Act II of the global financial crisis. My column: http://bit.ly/ab4ZUE $$
Feb. 23 at 7:25 AM
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jdmarkman
ISI reports federal corporate tax receipts are +595% annualized in past 3 mos, confirming profit surge. Individual tax receipts +12.7%. $$
Jan. 20 at 6:52 PM
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jdmarkman
Goldman UK analysts see bull cycle transitioning from 'hope' to 'growth' phase, w/ 33 mos of 11% ann'zed gains ahead http://bit.ly/8jaRsp $$
Jan. 18 at 11:24 PM
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jdmarkman
Goldman shocker: Says UK economy to be fastest among OECD nations in '10: +3.4% vs +2.5% for US & +1.9% for Eurozone http://bit.ly/6U6QiT $$
Jan. 18 at 11:09 PM
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jdmarkman
McKinsey study finds the deleveraging process after financial crises has lasted avg 7 yrs in 45 events post-1930. http://bit.ly/56Qa67 $$
Jan. 18 at 11:00 PM
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jdmarkman
The most unheralded commodities w/ best '09 gains are lead , nickel & copper ($LD, $JJN, $JJC). All up 2x-5x gold. http://bit.ly/8KximO $$
Dec. 27 at 6:07 PM
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jdmarkman
RT @macroQmicro: $DAI Daimler to triple production capacity at Beijing joint venture amid skyrocketing local demand. http://bit.ly/56hC8q
Dec. 16 at 2:07 PM
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jdmarkman
Good analysis from the original web diva - RT @firstadopter: Mary Meeker's 426pg Mobile Internet research report: http://bit.ly/4zkDuh $$
Dec. 15 at 8:58 PM
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jdmarkman
Brazilian retailers expect the best holiday sales in 8 years, with sales revenue +12% yoy vs. +9.5% in '09, says Bloomberg. See $CBD.
Dec. 15 at 3:49 AM
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jdmarkman
Attn momentum followers: Best 2 stocks of the '90s, EMC & DELL (+155k% and +84k%) were two of the worst of the '00s (-70% and -74%). $$
Dec. 13 at 3:41 PM
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jdmarkman
Liscio Report: 19% of states met or exceeded their sales tax collection forecasts in November, down from 34% in October. That's v low. $$
Dec. 10 at 8:18 AM
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jdmarkman
Get ready for the Roaring '10s! My new MSN column gives 10 (or so) reasons to be optimistic about the coming decade: http://bit.ly/7ZSTZn $$
Dec. 10 at 6:17 AM
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jdmarkman
While equity investors have fretted about Dubai & Greek debt, credit investors see them as a non-event. $JNK and $TEI at 2-yr highs. $$
Dec. 10 at 6:03 AM
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jdmarkman
Amazing to see $VLO shut its Delaware refinery, citing impact of more efficient cars & renewable fuels. Big change. http://bit.ly/7zsKgu $$
Nov. 22 at 4:38 AM
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jdmarkman
$CSCO sold $5B in bonds last week at a spread of 67 bps: cheaper than during the '06 credit boom. Expect buybacks. http://bit.ly/1Z2tIz $$
Nov. 19 at 5:41 AM
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jdmarkman
Apple now has largest cash hoard in tech, $32B. Time to start a dividend before it wastes the $ on an acquisition. http://bit.ly/2RIInx $$
Oct. 28 at 9:09 PM
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jdmarkman
Shocker of the week could be new all-time high for $IBM. It's $2 away. Will bears attack at 10-year, triple-top resistance, or capitulate?
Oct. 11 at 8:11 PM
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jdmarkman
Great new article on Paul Reed Smith for those who care about electric guitars: http://bit.ly/Q23aD. (The PRS site: http://bit.ly/1XQ3J) $$
Sep. 28 at 11:04 PM
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jdmarkman
Airline traffic is highly correlated with jobs. Surge in traffic reported at $AMR, $UAUA suggests employment improvement in past 2 months $$
Sep. 21 at 9:20 PM
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jdmarkman
Demand for high-yield muni debt is in hyperdrive. The etf $HYD up an stunning +1.7% today. Munis are usually lucky to go up 1% a YEAR. $$
Sep. 21 at 2:45 PM
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jdmarkman
Just had dinner w/ $CSCO exec who says 40% of the company's hiring is now overseas. Also says co seeing genuine uptick in growth in Q3/Q4.
Sep. 18 at 2:22 AM
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jdmarkman
Important development in tech marketing as even chip makers like $AMD swerve away from boasting about CPU speeds: http://bit.ly/juSaD
Sep. 12 at 2:55 PM
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jdmarkman
Impressive turnaround in California muni bonds: Closed-end fund prices this week jumped ABOVE pre-credit crisis levels. Wow. $NQC $MYC $$
Sep. 4 at 5:33 PM
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jdmarkman
Several spin-offs have done v well this year, including $CLW and $MJN. Latest is $CFN, which spun from $CAH Monday. http://bit.ly/LaI1Z
Sep. 1 at 3:10 AM
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jdmarkman
What's going on in Turkey? It's the #1 region covered by global iShares this year. At +87% YTD, $TUR is up 2x China and 10x the U.S.
Aug. 23 at 7:07 PM
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jdmarkman
@howardlindzon yep, when you see how much $AAPL grew in a recession, imagine the P/E expansion in a recovery. my column: http://bit.ly/BVLk7
Aug. 9 at 9:45 AM
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jdmarkman
Borrell analysts say 5-yr outlook for newspapers brightens as survivors downsize & localize. http://twurl.nl/vhs7gx $MNI, $NYT $GCI $SSP
Aug. 9 at 9:24 AM
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jdmarkman
@howardlindzon good idea re $LIZ spinoff. There have been great spins the last couple yrs: $PCH spun $CLW and $BMY spun $MJN. Boom.
Jul. 25 at 11:51 PM
