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Big three market themes of 2017 will remain in 2018

With 2017 mostly said and done, it’s instructive to put the bond market in perspective so we know what to reasonably expect in 2018. Recall that at the start of the year there was no shortage of calls for the yield on the benchmark 10-year US Treasury note to soar to 3 percent — or even 4 percent — by ...

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Apple should take iBundles out for spin

Apple Inc. says it’s more resilient than a typical hardware company. This is more hype than reality, but I can’t ignore the potential upside if Apple is serious about web video, digital music, and its other internet-centric software. Technology watchers know that Apple has been stressing how many people who own iPhones, Macs and iPads are also buying from its ...

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The year when the internet collides with reality

The onset of a new year brings plenty of predictions, and so I will hazard one: Many of the biggest events of 2018 will be bound together by a common theme, namely the collision of the virtual internet with the real ‘flesh and blood’ world. This integration is likely to steer our daily lives, our economy, and maybe even politics ...

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