Wednesday, February 13, 2013

Interesting Links

The tech sector has underperformed the sp500 this year, but minus aapl, the results are surprising.

Definitely risk that earnings are at it's highest levels of margins, and the margins will fall - but what impact does it have on how quickly stock prices react to these expectations?

A noticeable tilt towards commodities.

Australia is slowing down, but how quickly?, Mining down, savings up, incomes falling, retail spending head faking?