Economics

Today’s weak analysis winner is…. None other than Rick Whittington! Mr. W and his $17-regression-line-based-EPS-extrapolation for Micron back in ‘97 will stand in infamy as one of the all-time classic analyst outputs. How soon we forget. Today’s piece, published in the Intelligent Investing (ahem) section of Forbes, ranks right up there! Containing only...
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Over the past few days, right here in the midst of earnings season, I have had considerable discussion with semi industry folks about the bullish forecast from IC Insights – the pent-up demand part. If you have an interest, there’s a story over on the EE Times website that talks about the forecast. I...
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Call this, an economic FYI….. At the bottom of this message you will find a compilation of comments from a portfolio manager. The comments speak to the disconnects we see in today’s economic analysis. Believe me, I have wrestled with this stuff for years – headline interpretation vs. real analysis. ...
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