Category Archives: Market Updates

Round 1: http://www.youtube.com/watch?v=NoTXYOIQBCQ Round 2: http://www.youtube.com/watch?v=GTQnarzmTOc

http://www.labrumcapital.com/uploads/120824_Investment_Update__79_-_PDF.pdf

The magnitude of Apple’s (Nasdaq: AAPL) Q3 EPS miss was 10 percent. The last time the company missed was Q411, when they missed by just 3 percent.

Dear Ladies & Gentlemen, Mr. Bernanke’s testimony before Congress on Tuesday and Wednesday was dour, yet he did hint that he has bullets left in the gun if the economy gets worse. I suggest herein that he’s down to his … Continue reading →

After twelve straight weeks of price appreciation, it appears ARNA is headed for a down week caused by the FDA approval of “competition” on Wednesday evening. That caused a near-10% decline yesterday and as I start typing, ARNA is tacking … Continue reading →

While the volume today was “normal” for this summer-light season at 3.2bn shares, what caused the four-straight decline followed by today’s nice jump? Early in the week it was a continuation of the Fed’s unwillingness to provide stimulus to the … Continue reading →

It seems that the swirl of economic data (the “micro” side of economics) combined with the big-picture challenges (the “macro” view) are just enough at this juncture to force the question: Where to begin? I give it a good-ole Irish … Continue reading →

We escaped a rather difficult week with just a minor bruising; the S&P down just .6% after it gained 5% in the previous two weeks. Greece, Spain, China, and domestic slowing all present risks to the forecast corporate earnings and … Continue reading →

This Week. This was one odd week given that the S&P 500 gained 1.3%, following the best week of the year when the S&P 500 gained 3.6%. Over last weekend, the big news was the European Union’s bailout of Spanish … Continue reading →