Infographic: Forecasting Consumer Spending by Country

Very cool infographic that forecasts consumer spending by country based on changing demographics. Clicking here will take you to an interactive map that lets you track the changes over time.

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Warren Buffett’s Asset Allocation: Skimpy on Bonds

It seems I’ve been writing a lot about Warren Buffett lately.

Earlier in May I used one of his favorite valuation tools to determine U.S. stocks are significantly more expensive than their overseas peers, and a few weeks before that […] Continue Reading…

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Why Big Beer is Struggling in the Age of the Hipster Craft Beer


Note to Big Beer: Beware the affronted beard!

MillerCoors, the joint venture between SABMiller plc (SBMRY) and Molson Coors Brewing Company (TAP), is facing a class-action lawsuit from craft beer enthusiasts for having the audacity to imply that Blue Moon—one […] Continue Reading…

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Twitter Musings on McDonald’s

Barron’s had some interesting comments on McDonald’s (MCD) this past weekend (see “Trouble on the Menu at McDonald’s). Though mostly bearish on the stock, Barron’s noted that just 7 out of 29 Wall Street analysts were bullish on the […] Continue Reading…

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A Look At Corporate Profit Margins

As the first quarter earnings season draws to a close, the results have actually been quite a bit better than expected. The “beat rate,” or the percentage of companies beating the consensus earnings estimate going into the earnings announcement, […] Continue Reading…

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