ST. LOUIS (AlphaFound.net) — Back in May, we noted – with disappointment – that GMO’s Jeremy Grantham had outed himself as a climate alarmist. We were evidently not the only ones to notice since his second quarter letter to shareholders was packed with a defense of his position. Click to Read More
ST. LOUIS (AlphaFound.net) — Oracle investors were given pause for thought and caution after it emerged that CEO Larry Ellison had dived into the middle of Hewlett-Packard’s (H.P.) dispute with deposed CEO Mark Hurd. Click to Read More
ST. LOUIS (AlphaFound.net) — The Congressional Budget Office (CBO) has posted another wake-up call on it’s Web site. Interest in the doom and gloom is so high that the CBO server has collapsed under the strain. Which appears to be an excellent analogue for what they are warning about with Federal Debt. Click to Read More
ST. LOUIS (AlphaFound.net) — Via the The Unofficial Apple Weblog, we find the evolution of a typical corporate IR / PR problem. It’s one thing for Steve Jobs to counter-punch the media for getting overly exercised over “Antennagate”, but how do you fight back against Taiwanese animators who have perfectly read the moment and the man?
ST. LOUIS (AlphaFound.net) — Investors have continued to sell down Live Nation Entertainment [LYV] following a weak outlook for the summer concert season, and as sell-side analysts scramble to catch up with belated ratings cuts. Click to Read More
ST. LOUIS (AlphaFound.net) — The perils of mishandling public relations has crashed into Cupertino with the force of a speeding Prius suffering sudden-acceleration syndrome. Apple’s floundering investor / public relations office has announced a press conference for Friday to address the brouhaha over allegations of poor reception and dropped calls for its new phone, as well as emerging bluetooth problems. Click to Read More
ST. LOUIS (AlphaFound.net) — A little while back we noted that Apple [AAPL] puts very little into and behind its investor relations effort. Now that disdain is coming home to roost with the extravagant flap over the iPhone 4’s “attenuated reception”.
ST. LOUIS (AlphaFound.net) — Niall Ferguson rips into Paul Krugman, who remains a popular target, and warns that the US could trip into default were it to announce that it was adhering to the Nobel Economist’s Prescriptions.
ST. LOUIS (AlphaFound.net) — The Congressional Budget Office (CBO) said Wednesday that it expects the national debt will reach 62% of gross domestic product (GDP) by the end of this year. That confirms that the potential for a European style meltdown leading to austerity is more likely than ever absent drastic action. Click to Read More
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