2014 MiidTerms
Eric Cantor’s Primary Loss Reflects a Global Trend That Can Affect Investment Portfolios
AdminJim
Posted in Abenomics, Economics, Euro Zone, Europe, European Parliament, Fair trade, Germany, IMF, Japan, Monetary Policy, Our Blog, Politics, Taxation, Voting
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By J.G. Collins NEW YORK (June 17, 2014) – House Majority Leader Eric Cantor’s stunning loss in the Virginia 7th Congressional District Republican primary should be less surprising than it was. Coming on the heels of Thad Cochran’s initial primary…
Tagged with: Abenomics, Eric Cantor, European Parliament, Immigration, Monetary Policy, Populism, Shinzo Abe, Tea Party
Sunday Stuy: Top Five Reasons the United States Should Not Intervene in the Ukraine “Crisis”
AdminJim
Posted in Euro Zone, Europe, Our Blog, Politics, Putin, Russia, Stuy's Sunday Side
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By J.G. Collins As the media and the Obama White House put on their war paint to advise us of the “danger” of the “crisis” in the Crimea, its important to remember that none of what Russia is doing will…
Tagged with: Crimea, Foreign Policy, John Kerry, Khrushchev, Obama, Putin, Russia, Sebastopol, Sevastopol, Ukraine
The Most Expensive Political Scandal of the Century?
Forget “Bridgegate” or the IRS Tea Party scandal. There may be a bigger, far more costly, far more damaging scandal that may be ready to burst on the scene in just a matter of months. This week, allegations came to…
Tagged with: Geithner, Justice Department, Obama, S, scandal, Sovereign Debt, Standard & Poor', Treasury
Sunday Stuy: It’s Not Twilight for Twitter
One couldn’t help but be amused by the myopic view of those analysts who downgraded Twitter late last year. The drop in Twitter shares the last few days of 2013 shows just how unimaginative stock analysts can be. As they…
Sunday Stuy: China’s Dangerous Provocation
By J.G. Collins NEW YORK (November 24th)- On November 17, Newsweek carried a story with the headline, “Obama’s Asia Pivot Fails to Materialize”. Newsweek’s Benny Avni challenged, “What has the ballyhooed pivot actually changed? Does the policy really mean Washington…
Tagged with: ADIZ, Air Defense Identification Zone, China, Japan, Japan Society, Obama, S, Senkaku Islands, South China Sea, Spratly Islands, War
Sunday Stuy: Top Five Management Lessons from the Dewey & LeBoeuf Failure
The New Yorker’s recent article about the events leading to the bankruptcy of Dewey & LeBoeuf could be a business school case study in things that should be avoided in a professional practice. While Dewey & LeBoeuf was a…
Apple’s Tax Bite Is Cut by Tax Accounting, Not the Tax Code
AdminJim
Posted in Accouting, Apple, Earnings, Fortune 500, Inc., Our Blog, Representative Cases, Taxation
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By J.G. Collins Posted: May 29, 2013, 06:30 With all due respect to Senators Levin, McCain, and the others on the Senate Permanent Committee on Investigations, Apple, Inc., is, indeed, avoiding taxes, albeit legally. What the senators seem to overlook…
NY Fed’s Dudley: Expanded Monetary Base was to Transfer Long-Term Risk from Private Sector
UPDATED 22 May 09:15 The New York Federal Reserve President made some suprising comments at a talk at the Japan Society. Among other things, he revealed that the Fed balance sheet expanded as a by-product of transferring private long-term risk…
Tagged with: Fed Balance Sheet, Federal Reserve, Japan Society, Monetary Policy, Quantity Theory of Money
For the C-Suite, the IRS “Tea Party” Scandal is a Lesson in Bad PR Gone Worse
By J.G. Collins – New York May 12, 2013 Anytime grievous organizational wrongdoing is discovered, it must be addressed immediately, forthrightly, and completely by the organization’s principal leader, speaking with one voice, until every aspect of the wrongdoing is discovered,…
Tagged with: 501(c)(4), crisis communications, IRS, Lois Lerner, Obama, Patriot, politics, Public Relations, Redemption, scandal, taxation, Tea Party
We’ve Spent Trillions and Four Years on a “Potemkin Village” 2% “Recovery”. So, What’s Next?
AdminJim
Posted in #EconStats, Bernanke, Economics, Federal Reserve, Interest Rates, Our Blog
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The dismal March jobs report, printing at less than half of expectations, raise additional questions about the strength of the current recovery. While its well known the current recovery is weak, its less well-known that this is the weakest…
For Manufacturing Data, Boeing’s Big Orders ARE Better – Deceptively So
Yesterday’s Commerce Department headline number led a number of reporters and analysts to conclude that the US Manufacturing Sector was experiencing a solid comeback. An increase of 3%, month-over-month, surely signaled a solid upswing in manufacturing, right? And with that,…
Saving Dave Petraeus
In seeking redemption, regret is good; remorse is far better. Tiger Woods’ assertion that “Winning takes care of everything”, currently airing in his ad for Nike, is not just wrong; it will likely ensure that his widely reported private misconduct…
Containing a Potential Cyprus Catastrophe
AdminJim
Posted in ECB, Economics, Euro Zone, Germany, IMF, Our Blog, Taxation, Zombie Banks
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If there were awards for creating market instability, the ECB/IMF plan to impose a “tax” on Cypriot depositors – effectively renouncing depositors’ insurance guarantees – would rank second only to the US Treasury decision to let Lehman Brothers go bankrupt,…
“Heads We Win; Tails You Lose”: How Foreign VAT Undercuts American Companies Overseas (and Benefits Foreign Companies Here.)
Most business people who sell overseas and tourists who have traveled to Europe and Asia are at least vaguely familiar…
We discontinued our blog postings in 2015 for publications in public media. See the links below.:
J.G. Collins, our managing director, is an occasional contributor to The Hill, the Washington-based journal of politics and policy; and Seeking Alpha, the investors’ blog. He has also recently begun contributing public policy opinions to City & State, the policy…
Sunday Stuy: The Other “Two Cities” in the NYC Mayoral Race
Bill DeBlasio is right: New York City really is “two cities”. But his version of a “rich” New York City and a “poor” New York City has always been the case, not only in New York but in every other…
Sunday Stuy: Anthony Weiner Won’t Quit. And Neither Would You.
By J.G. Collins For reasons I’ll discuss, ultimately, Anthony Weiner has no choice but to see the New York City mayoral race through to the end. His private transgressions, while despicable, pale in comparison to his Democrat predecessors and colleagues…
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