Browsing Tag

earnings

Profit mean reversion and recession

Yesterday I retweeted an interesting tweet by Business Insider’s Henry Blodget which references an article on data compiled by Barclays on profit mean reversion and recession. The gist of the article is that a profits recession generally…

Australia cuts as global growth slows

My thesis for the global economy right now is that global nominal GDP growth will continue to slow, leading to more policy accommodation, with the outliers converging toward zero. The question mark in this is the Federal Reserve. Generally,…

Apple, IBM and Amazon

As a technophile, I follow the tech space assiduously both in terms of products and trends as well as companies and strategy. Every quarter that Apple announces, I have made it a habit of commenting on their quarter, because they are the…
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