November 10, 2010
The Federal Reserve, in an effort to inject life into a sluggish economic recovery, said it will buy $600 billion of U.S. government bonds over the next eight months to help drive down interest rates and encourage more borrowing and growth.
Kellogg's Leadership in the Cereal Market Under Attack
October 28, 2010
We are what you would call a heavy user household for the cereal category .With 4 teenage and junior high school kids what could be easier on those busy Monday through Friday mornings than a quick bowl of cereal. It’s convenient, nutritious and tastes good. The adult brands like Special K and Fiber One also work well for Mom and Dad.
Coffee Market Competition Remains Hot
October 20, 2010
Americans love their coffee and despite rising prices the love affair continues. Americans consume over $45 Billion dollars worth of coffee every year. Retail coffee shops like Starbucks drive most consumption but foodservice locations (offices, hotels, schools, restaurants) and the supermarket and grocery channel also drive strong sales. Despite a fickle and price sensitive consumer, coffee consumption continues to grow. As one would expect competition remains intense with ever growing crossover of retail brands (Starbucks, Dunkin Donuts, Caribou, Peets) into the home and foodservice channels.
October 8, 2010
Several interesting situations are developing for Real Estate Investing in the U.S.
October 1, 2010
The Baby Boomer’s Case for Gold | seekingalpha.com
A major shift in investment allocation is made daily via the 74 million Baby Boomers (boomersindex.com).
September 24, 2010
Social Security: Where Do We Go From Here? | www.aarp.org
Is Social Security an annuity or entitlement?
Food Industry Mergers To Rise In 2011
September 7, 2010
Food Industry Mergers To Rise in 2011 | seekingalpha.com
Competitive activity remains intense,interest rates are ridiculously low and shoppers are more price sensitive than ever before. These factors will lead to further food industry consolidation in 2011. This is the first of a series of articles on potential merger or acquisition candidates for the supermarket industry. Think of it as fantasy football for the food industry. Some players go for a high value others are acquired on the cheap.In this part we will tackle the food retailers. Folks like Walmart ,Target and Kroger get the most news but many smaller retailers will need to continue to drive cost savings through mergers. The food retailing industry remains driven by actions of the consumer and the consumer is telling them they want better costs with great quality. This has led to food products being sold in all channels of trade. The food industry major retailers are classified into eight major types:Traditional Supermarkets: Kroger,Safeway,Super ValuMass Merchandisers: Walmart,Target,MeijerClub Stores :Costco,Sam's,BJ'sDollar : Dollar General, Dollar Tree,Family DollarDrug : CVS,WalgreensConvenience : 7-11,WawaNatural and Organic : Whole Foods,Trader JoesExtreme Value : Aldi,Save A-LotOne of the leaders in growth has been the dollar store industry with its ever expanding selection of food and consumer packaged goods. This has put pressure on traditional supermarkets like Kroger along with discounters like Walmart. Expect further consolidation in both traditional supermarkets and dollar stores.
August 25, 2010
Many analysts are predicting doom for WindowsPhone 7. Will the window of opportunity slam shut on MSFT in the mobility space?
August 24, 2010
Uncertain, and scary times in the stock market are nothing new. Today many various markets, banking, finance, insurance, general industries, and various investment vehicles are under uncertain, and scary times.
August 16, 2010
Reagan insider: 'GOP destroyed U.S. economy' | www.marketwatch.com
US Socioeconomic Bracket Creep - The trigger will be the growing gap between economic classes. During the last financial bubble (from 2002 to 2006) the top 1% of Americans received two-thirds of the gain in national income, while the bottom 90% got only 12%. This growing Socioeconomic wealth gap is not the financial market's fault, it's the decaying fruit of bad economic policy.
SOPA and the wisdom of Yogi Berra
January 19, 2012
Larger wafers present a growth opportunity for LEDs
January 6, 2012
Smartphones threaten digital camera industry
December 1, 2011
Google music launches: The end of the end for the music industry
November 22, 2011
The move to the cloud will impact multiple industries
November 17, 2011