Counterparties

MORNING BID: Intel, dead letter stock

January 16, 2014

Thursday’s earnings will be headlined by Intel’s report after the closing bell. The longtime supplier of chips to personal computer makers will likely confirm, once again, that the market for PCs just ain’t so hot right now, even if it improved a bit at the end of 2013, and that it will mostly keep driving shareholder value by, well, buying those shares itself.

MORNING BID: On earnings, things to like, and not like

January 13, 2014

The market’s meandering performance so far in January has brought out a bit of the worrying (the first down 5 days of the year since 2005, and all the other various “indicators” that point to things not working out in 2014, even though it’s early for this sort of thing).