» reggie middleton

With Facebook slated to start trading, I feel it is appropriate to brush off some of the research and opinion that can help subscribers wade through the sell side waters. To wit, CNBC reports Facebook Faces User Distrust, Advertising Apathy: Poll: More than half (57 percent) of Facebook users poll...

S&P and Fitch finally downgrade JP Morgan, 3 years after my initial multimedia warnings (see Listen Carefully…  for the details). Unfortunately, despite threats and ruminations, these rating agencies again act in retrospect, failing to do anything but remind stakeholders of the losses...

Google posted robust 1Q results topping the consensus estimates by a wide margin – revenues increased 24% to US$10.6 billion as against US$8.6 billion in the same period, a year earlier. This was significantly higher than the consensus estimate of US$8.2 billion for the period.Revenues were in lin...

Apple has started exhibiting the behavior that I have been warning about, dropping four and five percent over the last 24 hours or so, then regaining a third of the same. This volatility should be of no suprise. If you look at the chart above, you will clearly and unequivocally see Apple (or AppleD...

Just over two years ago I warned that Spain posed a significant threat to the EU area economies. This was a very unpopular stance, and since I’m more of a medium to long term strategist and Spain didn’t experience any immediate pain, my stance was considered even more morose. Well, lucki...

About two weeks ago, upon releasing out latest refresh of Apple research (Apple Margin & Valuation Note) to subscribers, I gave free readers an example of the evidence we uncovered showing Apple already experiencing margin compression and a loss of market share in one of its flagship products (A...

Two years ago in “Greek Crisis Is Over, Region Safe”, Prodi Says – I say Liar, Liar, Pants on Fire! I compared the then Grecian situation to that of Damocles. Well, things have gotten much worse since then and I believe I was one of the most bearish (and accurate) at that time. N...

In this followup to Greece Is Trying To Convince Portugal To Make F.I.R.E. Hot I think we should get straight to the point – Anyone who doesn’t believe that Portugal is clearly set up to for a bond route, and that it is seriously considering a default is either lying to themselves, bel...

The mainstream media is still focusing its attention on leaves while ignoring the danger posed to the entire forest. A quick scan of the big headlines for the day… ECB Sees Slower Growth, Flags Success of Money Flood - Slower EU growth directly following a devastating EU recession is a very, ...

I think I will recap this week in BoomBustBlog postings early since a comment from the British sell side bank Barclay’s literally irked the shit out of me. First the comment, then the recap. In my post yesterday, “Does Anyone See This Emergency As An Emergency, Or Is A Half Trillion Euro...

In a discussion that I had over at ZeroHedge there came the topic of whether bank runs are possible in Europe. Well, I believe we’ve already had some devastating one’s (ex. Northern Rock) but if one takes the continent only or the EZ in particular, we still have a significant systemic th...

In 2010 I penned a public post based upon subscriber research called Is Another Banking Crisis Inevitable. In it I presumed that serial and or cascading sovereign defaults will break the European banking system. Aside from calling me “Doom and Gloomer”, has anyone really come close to ...