Dell has slipped to number three in PC makers. 

Tim Geithner actually well apparently opposes the proposed tax on every wall street transaction. Dems have now dreamed up the idea of taxing every buy and sell on wall street. This of course would immediately drive all transactions elsewhere, out of the country. This of course is not popular in NYC or with former Wall…

Pundits are wondering just how long the FED will stay at zero interest rates. We are starting to see articles that printing this many dollars will eventually result in some inflation.  Other FED pundits, weak dollar, who cares say others.  One analyst points out that asset prices will continue to rise as long as interest…

THe debate continues on Chinese and US Trade Policy.  Unions and manufacturers in the US dislike it charing it ships US manufacturing jobs overseas. This is in fact true. The other side argues it results in cheaper goods, yeah no kidding.  I suspect the end result in a few years will be the conclusion that…

Gary Shilling wonders ow long the China US Tango can go on?  China's economy is built on exporting to the US. AS I noted in my Pay Pal post, Americans have put the brakes on spending. So, exactly who is China going to build for in the future. Add to that a race to the…

All I received this cheery message from my good friends at Pay Pal this morning, and it occurred to me that this short message describes the entire financial mess of the United States and how we got here. Americans have been urged to go into debt to buy lunch for goodness sakes. And to buy…

The Milken Institute has generated its list of the top US cities to create jobs, guess what, four Texas cities are in the top ten.  Frankly I think all these surveys are biased to Austin and Silicon Valley simply because so many well heeled tech types and venture capital types inhabit those watering holes. I…

Retailers are hoping to avoid the lower sales of last season. So called Black Fridays, sparked by the traditional big sales day after Thanksgiving, are planned for multiple Fridays. As you read, notice another thing about this article, notice that is is accounting frims, DeLoitte and BDO that are tracking sales, establishing retail sales index,…

The purple line is the SPX stock index. At the July low, the breadth shown by the % of stocks above their 50 day MA bottomed at the same time as the actual index. Then the breadth dramatically expanded, lots of stocks moving up in the black line, which pulled up the overall index. In…

AS a senior in high school we debated a national right to work law. In the process I learned quite a bit about organizing a union. Read this article from the WSJ about new rules on how votes are counted.  Also note the large fine assessed at the end of the article. Such fines do…