Oct 15, 2015 by Alex Dumortier, CFAA Sighting of Inflation Lifts the Dollar; for Rates, 2015 Is in PlayThe dollar ends a six-day losing streak thanks to a sighting of inflation in the U.S.
Oct 15, 2015 by Alex Dumortier, CFAIs It Time to Go Bargain Shopping for Shares of Wal-Mart Stores?Did the market overreact to Wal-Mart's grim earnings guidance?
Oct 14, 2015 by Alex Dumortier, CFAU.S. Consumers May Have Nixed a 2015 Rate RiseU.S. retail sales disappoint, adding to doubts the Fed will raise rates this year.
Oct 14, 2015 by Alex Dumortier, CFADell and EMC: Don't Underestimate Dell's Hard DriveThe major parties to Dell's acquisition of EMC are on board, but the market isn't a believer.
Oct 13, 2015 by Alex Dumortier, CFAThe Limits of Quantitative Easing on Show as the U.K. DeflatesThe U.K. records only its second year-on-year drop in the price level since 1960.
Oct 13, 2015 by Alex Dumortier, CFAAB InBev/SABMiller: 3 Brazilians Who Taught Warren Buffett About AmbitionToday's announced acquisition of SABMiller by AB InBev caps one of the most incredible feats of wealth creation in all of business.
Oct 12, 2015 by Alex Dumortier, CFAEmerging Market Currencies: Multi-Decade Opportunity or Short Candidates?Two of the biggest bond fund managers hold opposite views on these emerging-market currencies.
Oct 12, 2015 by Alex Dumortier, CFAAB InBev/SAB Miller and Dell/EMC: Is This the Top?AB InBev and Dell's proposed mega-transactions point to an excess of credit and animal spirits.
Oct 12, 2015 by Alex Dumortier, CFA, Sean Williams, and Dan Caplinger3 Banks That Will Stand the Test of TimeNot all banks are built to last, but these three superior franchises have the potential to be long-term stock holdings.
Oct 9, 2015 by Alex Dumortier, CFAHey, U.S. Dollar, "Don't Fight the Fed" Means You, TooThe Federal Reserve is monitoring the dollar's effect on growth and inflation.
Oct 9, 2015 by Alex Dumortier, CFAWhat Everyone Is Missing About Elon Musk's Swipes at AppleThe most important thing Elon Musk said about Apple has been buried.
Oct 8, 2015 by Alex Dumortier, CFAThe Dollar: War Games and Ben Bernanke BoastsGeopolitical risk heats up, while Ben Bernanke gives himself too much credit.
Oct 8, 2015 by Alex Dumortier, CFAInvestors Ignore Geopolitical Risk; Twitter Gets a Boost From Prince AlwaleedRussia shows its muscle in Syria; meanwhile, Prince Alwaleed increases in investment in Twitter.
Oct 7, 2015 by Alex Dumortier, CFAThis Billionaire Thinks Apple Inc Shares Are Worth $240 -- But He Isn't Buying MoreCarl Icahn thinks Apple is a fifty-cent dollar.
Oct 7, 2015 by Alex Dumortier, CFAGermany's Pain Is the Dollar's GainGermany's industrial production tanked in August, which is hurting the euro today.
Oct 7, 2015 by Alex Dumortier, CFAAB InBev's Offer for SABMiller: Cheap or an Amazing Price?AB InBev improves its offer for SABMiller to achieve its goal of creating the world's largest brewer.
Oct 6, 2015 by Alex Dumortier, CFACurrencies: The U.S. Trade Deficit Expands While We Wait on the FedThe U.S. trade deficit expands at the fastest pace in five months, and traders read the tea leaves of Fed bank presidents' speeches.
Oct 6, 2015 by Alex Dumortier, CFATwitter Tries to Fit a Square CEO Into a Round HoleTwitter names Square CEO Jack Dorsey as its permanent CEO.
Oct 5, 2015 by Alex Dumortier, CFACurrencies Update: Dollar-Euro and Bitcoin TwinsThe dollar rebounds after Friday's employment report and the Winklevoss twins launch their Bitcoin exchange.
Oct 5, 2015 by Alex Dumortier, CFAWhy This Investor Is Betting $2.5 Billion on General ElectricNelson Peltz thinks the market has misunderstood General Electric, and he's willing to bet $2.5 billion on it.
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