Inflation Stays Tame in November

Dec 15, 2010, 11:35 AM

Today’s update on consumer prices for November provides no cover for analysts expecting higher inflation to burst out any day now. Consumer inflation rose a mere... Read »

Knowledge Capital Writedown: Wind Turbines

Dec 15, 2010, 11:28 AM

On the front page of the NYT this morning, Keith Bradsher gives a perfect example of a knowledge capital writedown, in his story about wind turbine technology... Read »

Accumulating Foreign Reserves: Private or Public?

Dec 15, 2010, 11:21 AM

The global imbalances that we have witnessed over the last years have led to significant changes in the net investment position of some countries. Those with persistent... Read »

Joy Global: Solid Results, Good Outlook

Dec 15, 2010, 11:09 AM

With Bucyrus (BUCY) off the market, Joy Global (JOYG) is the last man standing among the major mining equipment makers. Joy Global Inc. is a worldwide leader in... Read »

Fed Watch: Turning Tide

Dec 15, 2010, 5:18 AM

For the past three years, it has paid to bet on the pessimistic side of the outlook. For the past few months, I have privately fretted that this bet would soon... Read »

Growth & Income: IDEX Corporation

Dec 15, 2010, 2:17 AM

IDEX Corporation (IEX) recently delivered its sixth consecutive positive earnings surprise on strong sales growth and an expanding operating margin. The company... Read »

Value Play: Genesco (GCO)

Dec 15, 2010, 2:11 AM 1

Consumers continue to look for easy ways to update their wardrobes and one of those ways is through accessories. Genesco Inc. (GCO), a specialty shoe and hat retailer,... Read »

Bear of the Day: Manitowoc, Inc. (MTW)

Dec 15, 2010, 2:05 AM

Manitowoc Inc.’s (MTW) crane segment, which forms the backbone of its entire business, has been delivering poor results since 2009, due to lower demands in... Read »

Bull of the Day: CACI International (CACI)

Dec 15, 2010, 2:02 AM

CACI International (CACI) provides critical IT infrastructure for the Department of Defense and the Department of Homeland Security. Earnings estimates for fiscal... Read »

The Tech Boom is Showing Up in the Nasdaq

Dec 14, 2010, 11:30 PM

I have been writing about the tech boom that is emerging in Silicon Valley. Beyond the anecdotes, the boom is showing up in indexes of private company valuations... Read »

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