While protesters were broken up from public squares the protests and violence continued in small villages and outskirts of squares…
Comments »U.S. & Japan Investigate UBS for LIBOR Manipulation
U.K. Unemployment Rises to 8%
China Mobile Growth Slowing; Q4 Net Margins Rise 3%
Concerns Over Japan’s Nuclear Reactors Go Back As Far As The Early 1970’s
Toyota Shares Surge on Plant Reopening
Toyota cancels overtime @ U.S. plants as the reopen Japanese plants. Honda and Nissan join in the rally….
Comments »Yen Falls As Investors Bargain Hunt on BoJ’s Third Capital Injection
China May Have to Import Rare Earth Minerals
Despite China having control over 95% of the market they may have to import rare earth minerals to keep up with demand according to a Chinese official….
Comments »Asian Markets and Oil Climb on Bargain Hunting
The Nikkei climbs 6.4% while other markets climb between .5-2%. Oil rebounds .8%…..
Comments »Supply Chain Disruption Rising
Japan’s Manufacturers Grew Less Pessimistic in Q1
South Korea Creates Jobs As Unemployment Climbs
Is Jensen Huang The Next CEO for Apple ?
Would he leave Nvidia ? Would NVDA get bot just to have him on board? Speculation is rising….
Comments »Moody’s Downgrades Portugal to A3 From A1
How Bad Will the Tech Supply Chain Be Damaged by Japan’s Disaster ?
Companies like MaxLinear, DTS, & Rambus get well over 35% of their revenues from Japan. All sorts of companies producing audio visual components, basic electronic components, automotive, and about 19% of the semiconductor industry get their supplies from Japan.
Lastly 60% of the worlds silicon supply comes from Japan. This will no doubt raise prices across the board and effect margins.
Article on Global Supply Chains
Overview on technology hit by Japan’s quake
Comments »Will Japan Have a Banking Crisis ?
Analysis conducted points to banks like 77Bank which lends to 50% of the property market in the hardest hit city Sendai.
According to Warren Buffet this is a super catastrophe. That comment was in relation to FNM & FRE, but it has come about for Japanese banks…
Comments »
