Browsing All Posts By Kurt Osterberg
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Finance 0
Currency Misalignment: A Reprise
As the Congress debates currency manipulation [1], it occurs to me useful to reprise my earlier primer on currency misalignment (first published in March 2010), where misalignment is one component ... -
Finance 0
Semiconductor M&A Heating Up: 3 Stocks To Watch
Consolidation in the semiconductor sector has increased over the last few years, but that hasn’t really caught our attention because the size of deals was small — so small, in fact, that the a... -
Finance 0
Am I Investing Or Speculating…?
“An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return. Operations not meeting these requirements are speculative. “ Benjamin Gr... -
Finance 0
Am I Investing Or Speculating…?
“An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return. Operations not meeting these requirements are speculative. “ Benjamin Gr... -
Finance 0
Empire State Manufacturing Weaker Than Economists’ Expectations
The Empire State Manufacturing survey came in today weaker than the Bloomberg Consensus Estimate, but at least the economists got the leading +- sign correct. The first indication on May conditio... -
Finance 0
Lower Earnings, Higher Stock Prices: The Voting Machine
“The stock market is a voting machine rather than a weighing machine. It responds to factual data not directly, but only as they affect the decisions of buyers and sellers.”- Graham and Do... -
Finance 0
April 2015 Industrial Production: Weak Data Continues
The headlines say seasonally adjusted Industrial Production (IP) declined. This month the manufacturing portion of this index was unchanged month-over-month – but the other portions of industria... -
Finance 0
Someone Is Lying: Job Optimism Plummets To Levels Unseen Since Financial Crisis
The percentage of respondents to University of Michigan’s Consumer Sentiment Survey that “think they (or their spouse) will lose their job over the next 5 years” soared to its highe... -
Finance 0
5 Things To Ponder: Reading While Waiting List
This past week has been much the same as the last couple of months – boring. It has been more interesting trying to count carpet fibers in my office than watching the markets. However, there has... -
Finance 0
Industrial Production, Down 5th Month, Weaker Than Economist Expectations
Industrial production came in at -0.3%, down for the fifth consecutive month below the Bloomberg Consensus Estimate. Industrial production is stalling, down 0.3 percent in April for a 5th straig...
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China suspected in massive breach of federal personnel data
