Tag Archives: contrarian

Since when is the weather an economic barometer? Absurd!

Most of the economic data we’ve been seeing (don’t forget it’s historical data) belies the common thinking that the weather has been dampening economic growth.  The just reported U.S. GDP revision for the 4th quarter (up from 2.4% to 2.6%) … Continue reading

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RIM – stock-picking shame and salvation!

Finally RIM is getting some respect.  Today ScotiaCapital upgraded the stock to a sector outperform rating: “In our view RIM does not need to deliver the best selling smartphone in order to deliver an upside EPS surprise. And we believe … Continue reading

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