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Thursday, January 31, 2013
Earnings Call Notes 1.31.13
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Below are quotes from an assortment of recent earnings calls--snippets of information that I find relevant (typically on a macro/industry le...
Oil Priced in Yen vs. Dollars
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The USD/JPY exchange rate has risen to ¥91 from ¥77 as Japan seems intent on creating inflation for itself by depreciating its currency. Th...
Wednesday, January 30, 2013
Earnings Call Notes 1.30.13
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Below are quotes from an assortment of recent earnings calls--snippets of information that I find relevant (typically on a macro/industry l...
Number of Days Since Last 3% Down Day
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2012 was a pretty mild year as far as volatility is concerned. There were two periods of correction, but both were relatively light and the...
Does Negative GDP Growth Portend Recession?
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While it was generally expected that 4Q was a slow quarter for economic growth, it was probably a surprise to many that the growth rate was ...
Tuesday, January 29, 2013
QE Effect on S&P 500
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After QE3's announcement in mid September there was some concern that the effect of QE on the market had eroded because the S&P 500 ...
Earnings Call Notes 1.29.13
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Below are quotes from calls that I've read today--snippets of information that I find relevant (typically on a macro/industry level) fr...
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