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Author: Michael Kahn

Technology of the Future

Just a few thoughts from Google CEO Eric Schmidt:”The best applications are being built for mobile.” “The smart phone is the defining, iconic device of our time.” “Smart phone sales will eclipse PC...

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Poverty

Survivor fans may think Parvati but this is a bit more serious. The government released data saying that 14% of Americans live below the poverty line. That’s $22K per year for a family of four. Who spends that at...

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Modern Day Depression

This was the headline in an article in Advisor Perspectives by David Rosenberg, Chief Economist of Investment Advisor Gluskin Sheff He wrote: The bottom line is that when we get to single-digit P/E multiples and a 5-6% dividend...

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Analogs part 2

In today’s column i compared 2010 to 2004. Although I say so in the piece, it would not hurt to emphasize that the economic and fundamental backdrops of the two years are radically different. And back then I was not still...

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Analogs

I cannot reveal too much here and now because today’s column is not yet up on Barron’s Online but the topic was a comparison of the chart of the stock market today a time period in the past – called an analog....

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Is this good?

With all the talk of zero inflation, I find it interesting that corn (above), wheat, sugar, coffee, cotton and, of course, precious metals are all in strong rising trends. Cotton (below) should be especially troublesome for the...

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Bond Bubble Bogasity

Bogasity (bogacity) Something that is making me unhappy. Something that has an element of ridiculousness. Something that is totally false and untrue. I’ve written that bonds were indeed in nosebleed territory but that this...

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I knew it!

I have been writing in Quick Takes Pro that all of the econonomic indicators we anziously await each day have turned into noise.  Here is an excerpt from a free Birinyi Associate report: “Over the last eight years the...

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Grandma again

I wrote this before and almost submitted it to my editor for today’s column. If Grandma had wheels she’d be a bicycle. Excerpt: But breakouts from patterns as the current large one require a marked mood swing, from...

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