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Monthly Archives: July 2011

Today’s Best Market Rumors (7/1/2011) Geithner Gone? Twitter Charges

Posted: July 1, 2011 at 8:21 am

Updated throughout the day. Tim Geithner may leave as Treasury Secretary (various) Private equity firms are looking at Hewlett-Packard (NYSE: HPQ) divisions (Reuters) The FTC may be examining Twitter for ...
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If Geithner Leaves, And Why He Would Not

Posted: July 1, 2011 at 6:54 am

The media coverage of Tim Geithner's future is split. Some news outlets say he will leave after the debt cap debate is resolved -- hopefully by August 2. Others claim ...
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Consumer Reports Fast Food: Fat Is Fat

Posted: July 1, 2011 at 6:51 am

The new Consumer Report survey of fast food content and the service quality at fast food restaurants received a great deal of press coverage. Much of it centered on the ...
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There Is General Agreement That Military Accounts Are Loaded With Fat

Posted: July 1, 2011 at 6:45 am

The Institute for Policy Studies, one of the scores of think-tanks that thinks it knows better how the federal government should be run than Congress or The White House do, ...
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The Best And Worst Stocks For The First Half Of 2011

Posted: July 1, 2011 at 6:37 am

Most of the financial media stops at mid-year to reflect on how the market performed since January 1. The effort is often fruitless. The fact that a stock, or any ...
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Deep Value Technology Stocks for the Second Half of 2011 (ATVI, AMKR, ARRS, BRCD, IDTI, WFR, PMCS, SNDK, WDC)

Posted: July 1, 2011 at 6:31 am

Using the term “value stocks” in the same sentence as “I.T.” and “technology” can be a dangerous game.  Still, many investors, particularly of the private equity acquiring type, do use ...
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China PMI And The Global Economy

Posted: July 1, 2011 at 6:17 am

China's PMI was at a standstill last month. China’s official Purchasing Managers’ Index dropped to 50.9 in June from 52.0 in May. That was barely higher than the 50 mark ...
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Media Digest (7/1/2011) Reuters, WSJ, NYT, FT, Bloomberg

Posted: July 1, 2011 at 6:12 am

Strauss-Kahn may be released because of fraudulent charges (NYT) Geithner may retire as Treasury Secretary (Reuters) The Fed Bullard said QE2 was similar to more rate cuts (Reuters) Lockheed Martin ...
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