Apple vs. Microsoft II

Clare McKeen argues that you should hold both cool Apple and Stogy Microsoft.

Have Stocks Fallen Too Far?

On June 1st, 2010 Jennifer Hughes, senior markets correspondent for the Financial Times, asked whether the stock market sell-off overdone.  Looking at the ISM’s purchasing manager’s survey and anticipating  Friday non-farm payrolls data thought that a week of good news from big headline data could mark a turning point, and given the current pessimism pervading the market, the real tail risk might be a move to the upside. (2m 34sec)

Unfortunately, the BLS disappointed.

http://video.ft.com/v/89323862001/June-1-Is-the-sell-off-overdone-

Mark Hurd, CEO of Hewlett-Packard

Jun 3 2010 Mark Hurd, CEO of Hewlett-Packard, speaks to Richard Waters, FT West Coast editor, about acquiring Palm, moving into the smartphone market, vertical integration and the impact of the Foxconn suicides. (11m 24sec)


They discuss business models, vertical integration, and product innovation.

Can the BLS Move the Dollar? If So, Which Way?

On June 3rd, 2010, James Mackintosh, investment editor for the Financial Times, looked forward to the Bureau of Labor Statistic (BLS) monthly employment report from the US. He discusses how interest rates and the strength of the economy inter -react with foreign exchange markets in determining the value of the dollar. (2m 15sec)

U.S. High Yield Default Spread Premia

March 10 2010  John Authers says that it is good news that the credit market is much less newsworthy than it used to be.  What are junk spreads compared to likely losses form default?  Deutche Banks provides some estimates and the trends.  (2m 57sec)

BRIC Solid Growth For the P&Gs of the World

Apr 29 2010: Consumer goods companies are coming back.  Jonathan Birchall in this FT.com video, reports on solid results from Procter & Gamble, Colgate-Palmolive and Unilever, fuelled by demand in emerging markets. (1m 35sec)

Money Illusion

March 3 2010  One of the strongest forces behind the rebound in stock markets may be money illusion. People tend to think about investments in nominal terms (without taking into account inflation), and in terms of their own home currency, says John Authers in this FT.com. (2m 33sec)

Bursting Bubbles Leave Their Marks

March 9 is the tenth anniversary of the crash of Nasdaq's bubble.


In this FT.com video,John Authers opines that we are still suffering consequences.

What a Difference a Year Makes: US TV networks

In this May 20 Video,Kenneth Li notes how TV networks are re-thinking business models. On and off screen, the media industry is returning to comfort zones disturbed in recent years by thousands of alternative sources of entertainment on the internet. Across the media sector, executives were eager to convince advertisers that television is as resilient as it was in the eras they are harking back to. (1m 54sec)