16:57 NVDA NVIDIA sees FY13 revs guidance of $4.7-5.0 bln vs. $4.5 bln Capital IQ Consensus Estimate (13.18 +0.2)
It expects GAAP and non-GAAP gross margins of ~51-53%. NVIDIA further anticipates GAAP operating expenses of $1.54 billion to $1.61 bln, a…
I was in Hong Kong (just next to Shenzen) when this story broke last year and I remember thinking it was the start of a new dynamic in global inflation.
Just be long commodities!
A good read
http://www.investmentu.com/2011/April/chinese-wage-inflat…
I wrote this back at what proved to be the height of the crisis. I had occasion to find it and reread it. Interesting reading in retrospect…
January 30, 2009
I had dinner last night with a guy whose career wandered through nearly a half-dozen majo…
Dow 15,000 By Year Ben
Submitted by Barry Ferguson on Sat, 8 Jan 2011
Uh… I mean year end
And….., we’re off! The New Year is off and …
Great article.
Snippet:
“I had hoped that the Americans would change their way of thinking, that they would take responsibility and only spend as much as they made,” says Jakobeit. But Americans aren’t like that. Americans are not careful.
The politi…
Step one is to get hired by CNBS. Then you help promote and pump bubbles which gives you a topic for book one. You can write about all kinds of crazy shit and toss out exciting new economic theories explaining why a stock went up 100 points in a day. K…