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Years ago a press release like this would have been the perfect contrary indicator. Leading economic bloggers are pessimistic on the economy: Kauffman Economic Outlook: A Quarterly Survey of Leading Economic Bloggers, Third Quarter 2011. Optimism is out; pessimism is in among the country’s top economics bloggers as they look to 2012 and beyond, [...] Are they listening? They better be. Folks are lining up at the door. This release came out yesterday: Tech Industry Urges Congressional Supercommittee to Seize Opportunity to Spur Innovation as Key Six of America’s leading technology trade organizations and their members urged the bipartisan Joint Committee on Deficit Reduction to embrace a [...] Kick-starting the 450mm transition and collaborating to improve the 300mm regime, the state of New York signs 5 industry heavyweights to put some big skin on the table ($4.4 billion to start). Intel is going as far to relocate their 450mm development facility to the area. Other participants include IBM, Samsung, [...] FBI agents executing search warrant at Solyndra – San Jose Mercury News. Solyndra spokesman Dave Miller said the search came as a surprise, but he emphasized the company is “fully cooperating” with federal officials. He said he did not know the purpose of the search, but he speculated it could have something to [...] Should New York be installing solar panels or wind turbines on their bridges and skyscrapers? Maybe both – policymakers are studying studies <ahem>. When will they make up their minds? Here are a couple of relevant stories: Mapping Sun’s Potential to Power New York Two-thirds of New York’s [...] 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 a [...] 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 realize [...] 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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