Infograph

Is the business news for investors or citizens? It’s an interesting question, and one that I haven’t given a lot of thought to in all honesty. The easy answer is that business news should be able to serve both – but can it really do that? Or is there a hopelessly ingrained conflict? A review…

Twitter reported it’s first quarter, here’s the data via Matt Lynley at Buzzfeed Business… Despite beating analyst expectations on nearly every measure — revenue, guidance, earnings and the like — shares of Twitter are still tanking in extended trading after the company reported its fourth-quarter earnings. That’s likely partly because Twitter also said it had…

The Nikkei is now down 14% from it’s late-December high after an amazing year in 2013. This year’s drubbing has prompted some to say that the Japanese long-equities trade is “over”. And it could well be, but I’m not so sure. I’d argue that, if anything, the corporate earnings coming out of Japan have actually…

Only the Healthcare and Utility Sector SPDRs remain above their 200 20-day moving averages (and both are hanging on for dear life).   It’s getting ugly out there. This morning they’re taking a bat to $DDD, knocking 27% off the company’s market cap for guiding to slightly lower earnings for full-year 2014. Not a time to…

No Hot Links this morning as my entire house has pneumonia (except for me) which sets up a really interesting Long Island version of The Walking Dead. I’m trying not to let the wife and kids bite or scratch me. In the meantime, the schools were closed on account of the overnight ice storm, so…

I have no additional comments to add here, I believe that the below chart captures a lot about why you keep hearing that this particular dip is “different”. You’re looking at the percentage of S&P 500 stocks above their 200-day moving average (top pane) along with this measure’s 200-day moving average (blue line) followed by…

I want to point out this fascinating blog post by Albert Wenger, a partner at  Union Square Ventures, who has invested in such early-stage companies as Twitter, Tumblr, Foursquare, Etsy and Kickstarter. Wenger questions the status quo of companies feeding Wall Street with projections and expectations. He asks whether or not the early-stage tech community can resist the demands of Wall…