Category Archives: stocks

Corporate Water Reporting: Weak

One expects companies in water-intensive industries such as mining to carefully audit their use of water. They don’t.
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Everyone’s a Currency Strategist Now

Investors in foreign stocks have two ways of losing money, not just one: either their foreign stocks can go down in value, or the dollar can go up in value.
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Macro News Doesn’t Always Move Markets

A GDP number comes out, and the Dow falls 0.04%. Cue headlines!
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Auto Datapoint of the Day

Ford is worth less than twice Harman International, which makes car stereos.
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Dow 13,000. Yawn.

Should one be angered or simply amused by all the coverage of the Dow 13,000 “milestone”, less than two months after the market “crashed”? (That was Tuesday, February 27, in case you’ve forgotten.)
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Return of the Mac

There’s lots of excitement surrounding the iPhone. But I think the Mac could turn out to be just as big a story.
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When Emerging Markets Change

If you track an index, beware the index itself changing.
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Why Can’t Small Companies Go Public These Days?

Whatever happened to the days when small VC-backed companies could exit onto the public stock market?
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Google: More Cash Than It Knows What To Do With

Google needs to spend money, because returning it to shareholders would barely have any effect on its overheated stock price.
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Third Time Lucky for MetroPCS

Finally, gloriously, MetroPCS has raised an eye-popping $1.15 billion with its initial public offering.
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DoubleClick Finally Regains its Pre-Crash Valuation

DoubleClick was worth pretty much exactly $3.1 billion in December 1999 – which is the same price that Google is paying today.
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