Market Insights

Microsoft: Disappointing, Again

Is the Windows “cash cow” running out of milk? That is the question to ask when you look at Microsoft’s stock, according to one ISI Group analyst.

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Stagflation: An Ugly Word Rears its Ugly Head

Stagflation: An Ugly Word Rears its Ugly Head

Stagflation, by dictionary definition: an economic phenomenon “characterized by sluggish economic growth and high inflation” (American Heritage New Dictionary of Cultural Literacy). And in practical terms: slow growth and rising price levels is a dangerous economic mix.

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Reality Worsens in Housing

Last month I wrote a post about the reality of the housing market, and what that reality meant for home builders.  The news in the housing market was bad then.  Last week it got even worse.

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Poland: Waiting to be Noticed

The international spotlight has been occupied in the recent past by the usual suspects: China and the rest of the BRIC countries, the Euro zone countries, and lately Egypt.  And overshadowed by most of the emerging world, a country that deserved to be noticed: Poland.

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Cisco Dissapoints...Again

Last fall, I wrote an article titled “The Trouble with Cisco”.  Now, it’s more like ‘The Reality of Cisco’.

The tech sector is up 27% in the past year, and Cisco is down 7%.  And in what has become an unfortunate pattern, the stock tanked after its earnings report (for the fourth consecutive time).

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