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jdmarkman

  1. Mexico overtakes China as #1 location to manufacture goods destined for U.S. market. Lower costs, faster to market: http://bit.ly/XB1Pl4:46 PM Nov 5th from TweetDeck
  2. Apropos the NWA flight, a friend who's an ex-airline pilot says he used to tell his first mates: "Don't let me wake up and find you asleep."5:11 PM Oct 28th from web
  3. Apple now has largest cash hoard in tech, $32B. Time to start a dividend before it wastes the $ on an acquisition. http://bit.ly/2RIInx $$5:09 PM Oct 28th from web
  4. Shocker of the week could be new all-time high for $IBM. It's $2 away. Will bears attack at 10-year, triple-top resistance, or capitulate?5:11 PM Oct 11th from TweetDeck
  5. RT @pkedrosky: The countdown to the coming $10-trillion hunt for yield http://bit.ly/3rMLdk4:47 PM Oct 6th from TweetDeck
  6. Serious question to social media/tech types: What are the odds that all tweets/Facebook posts will be preserved & searchable for 20+ yrs?9:06 PM Oct 5th from TweetDeck
  7. Tsunamis tend to have negative first-day impact on faraway capital markets, but over 30 days data shows +ive effects: http://bit.ly/10Rjkt7:58 AM Sep 30th from TweetDeck
  8. Times have changed. See 1908 NY Times Mag article defending corporations against Pres. Theo Roosevelt's trust-busters. http://bit.ly/pwNyj3:35 PM Sep 29th from TweetDeck
  9. 2009 H1 corp profits were +11%, highest ever in a recession due to lower labor costs. Q3 profits tracking toward 7% q/q (31% annualized).9:47 AM Sep 29th from TweetDeck
  10. Great new article on Paul Reed Smith for those who care about electric guitars: http://bit.ly/Q23aD. (The PRS site: http://bit.ly/1XQ3J) $$8:04 PM Sep 28th from TweetDeck
  11. Mencken on Pres. Harding's speeches: They "remind me of stale bean soup, college yells and dogs barking idiotically through endless nights"11:57 AM Sep 25th from TweetDeck
  12. EE Cummings in '23 re death of Pres. Harding: "The only man who wrote a simple declarative sentence with seven grammatical errors is dead."11:48 AM Sep 25th from TweetDeck
  13. Airline traffic is highly correlated with jobs. Surge in traffic reported at $AMR, $UAUA suggests employment improvement in past 2 months $$6:20 PM Sep 21st from TweetDeck
  14. ISI: Employment declines have moderated by +75K/month in past 7 mos. If this keeps up, employment will INCREASE in December. (Aug was -216k)6:15 PM Sep 21st from TweetDeck
  15. ISI reports aggregate consumer net worth has bounced back $4 trillion this summer. Now at $51T, it's $7T higher than its 2000 level, or +16%6:11 PM Sep 21st from TweetDeck
  16. Demand for high-yield muni debt is in hyperdrive. The etf $HYD up an stunning +1.7% today. Munis are usually lucky to go up 1% a YEAR. $$11:45 AM Sep 21st from TweetDeck
  17. Long-time permabear Jim Grant says he has gone from bear to bull. Required reading. http://bit.ly/Qov4Q (via @pkedrosky)7:55 PM Sep 19th from Tweetie
  18. A 'monetary infusion cycle' may have flooded the global financial system w/ enough $ to recreate the spirit of 1991: http://bit.ly/17FSD7 $$3:07 AM Sep 18th from TweetDeck
  19. Beware becoming overly bullish in 2012 as the 3-year cycle of pessimism and optimism reaches its next happy zenith: http://bit.ly/3Jax6 $$2:55 AM Sep 18th from TweetDeck
  20. RT @Pogue: Thomas Friedman on how everyone's building solar (and solar jobs) but us. GRRR! http://bit.ly/4sxnUB11:58 PM Sep 17th from TweetDeck