Manufacturing’s Experience with Stagflation
I have speculated this year about the prospects for stagflation given sticky inflation and a…
High Tech
Dr. Duru Gold prices squeeze margins at Marvell Technology
Gold has soared over the last six weeks. I never thought about its impact on…
Seagate warns that its margins are being hit by a “bubble” in rare earth prices
Hard disk manufacturer Seagate Technology reported earnings last night (July 20) and indicated that margins…
Million-dollar homes appreciating in Silicon Valley
In “IPOs Boost Demand for Silicon Valley Mansions“, Bloomberg attributes the robust housing market in…
Compensation in High Tech Inflating Labor Costs
In “Salaries at Apple, Google a big investor concern – Commentary: Higher pay, benefit costs…