Apple’s in-house chip design unit gives it smartphone edge - FT.com
December 18, 2015The Insider Report
When Apple’s designers wanted to improve the iPhone’s ability to take selfies, they did not just look at the camera or a conventional LED-based flash. An in-house team came up with a custom display…
Fed Hikes, but Some Rates Veer Lower - WSJ
December 18, 2015The Insider Report
On the day the Federal Reserve implemented its plan to raise interest rates, driving up overnight borrowing costs, broader market forces conspired instead to drive other U.S. interest rates down.…
Insider Buying Heats Up in Energy Sector
December 17, 2015The Insider Report
When I look at a beaten-up sector, one of the key tells that things may be near a turnaround is insider buying. I may not be an expert on a given industry, but the people running the companies in the…
The Global Battle for Oil Market Share - WSJ
December 16, 2015The Insider Report
The market is fixated on the price of oil and its deflationary impact on numerous industries. As the overwhelmingly most important commodity in the world, it has enormous multiplier effects. In The…
Congressional Leaders Agree to Lift 40-Year Ban on Oil Exports - WSJ
December 16, 2015The Insider Report
In a move considered unthinkable even a few months ago, congressional leaders have agreed to lift the nation’s 40-year-old ban on oil exports, a historic action that reflects political and economic…
Stocks ready for 'rip your face off' rally: Saut - Yahoo Finance
December 15, 2015The Insider Report
Raymond James Chief Investment Strategist Jeffrey Saut said Tuesday that stock investors should get read for a "rip your face off-type rally." Source: Stocks ready for 'rip your face off' rally: Saut…
Congress Reaches Fiscal Deal That Ends U.S. Crude Oil Export Ban - Bloomberg Politics
December 15, 2015The Insider Report
If the President won't block it, this is huge news for the beleaguered oil and gas infrastructure MLP industry. I think it will put a floor on the stock declines at least. Congressional leaders…
Channel-check analysts warning of Peak iPhone are priming Apple shares for monster buybacks
December 15, 2015The Insider Report
On Monday, Katy Huberty of Morgan Stanley cited channel checks and a customer intent survey as the basis for predicting the potential for iPhone sales to fall by as much as 2.9 percent over the next…
Blog | Larry Summers
December 14, 2015The Insider Report
"in the United States at least the Fed and the forecasting community has been consistently far behind the curve in recognizing that the neutral real rates has fallen. If, as I suspect, Rachel and…
Beware an Inflation Scare - WSJ
December 14, 2015The Insider Report
Persistently low inflation has led investors to expect more of the same in coming years, but fear of superlow inflation or even deflation may be getting out of hand. Source: Beware an Inflation Scare…