Bill Johnson - Comments

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Two Views Of The Phillips Curve
5 years ago

Nicely done.

Fed Implements Stealth QE4
5 years ago

Good read.

More Intel Price Cuts Present Challenge For AMD, Says Mizuho
5 years ago

I've always felt that the price premium for Intel over AMD was not only justified, but helped to differentiate them as a superior product. $INTC $AMD

In this article: AMD, INTC
Getting Serious
5 years ago

What are your thoughts on recent articles about the collapse of shale oil? The Russians are also talking about production cuts at the next OPEC meeting. Do you think $100/bbl is at all possible?

When Will Panasonic Give Up On Battery Manufacturing For Tesla?
5 years ago

Why? #Tesla is seeing every new battery technology there is because of that relationship. $TSLA

In this article: TSLA, PCRFY
SKT: Will History Trump Economics For This 9.8% Yielder?
5 years ago

I like $SKT. Thanks for the analysis.

In this article: SKT
What The Hell Is The ECB Doing?
6 years ago

Great article as always, Mish. Not sure what Draghi is thinking.

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