Monday, January 28, 2008

Free Hedge Fund Blog Book. AND: Hedge funds: The new global super powers

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Richard Wilson is offering an e-book of some of his articles at the Hedge Fund blog. Here's the e-book page . Here's the Hedge Fund ...

Rick Santelli Takes Down Jim Cramer

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Full Disclosure- I've only seen Mad Money a few times, when friends would email links to particularly funny episodes. The guy is a self-...

WWWD?- What Would Warren Do? (BRK.A)

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From U.S. News & World Report : Getting Started on Mimicking the Master How $1,000 Grew To $27.6 Million Six Keys to Buffett's Inves...

Fortis raises CO2 forecast, prices surge

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From Reuters: European carbon prices rose more than 5 percent on Friday after Belgian-Dutch financial group Fortis (FOR.BR: Quote , Profile ...

New approach may power future of solar

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From the Los Angeles Times: 'Thin film' formula is less costly but must boost its energy output to compete with traditional silicon....

It's The End of The World- IMF head in shock fiscal warning

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Last September, during the run on Northern Rock, we passed along the first rule of bank runs: "He who panics first, panics best". ...

Quant angst may be different this time

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From FT Alphaville: Are we about to experience a rerun of the summer’s pain for quant funds? Rumours abound. Dealbreaker was last week ...

In a World Short Of Oil, Provisions Must Be Made

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From the Wall Street Journal: Mr. Wissner of Middleville Stocks Up on Rice, Gold; No Faith in a 'Techno Fix' It was around midnigh...

China's Snowstorms Halt Fuel Shipment, Flights, Power

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From Bloomberg: China's heaviest snowstorms in five decades crushed homes, grounded flights, disrupted electricity and left hundreds of ...
Friday, January 25, 2008

Gold price soars as SAfrican power crisis halts production

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As we said in the post below, everything is connected. The first hint we saw was "Zimbabwe: Power Cuts Worsen As South Africa Cuts Supp...

Jim Cramer and TheStreet.com pull Rating on First Solar (FSLR)

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Unbelievable. No announcement. Just a little pop-up that says Rating not available for symbol 'FSLR' Check it out here .

Hearing Looks at Implications of Auction in Cap-and-Trade

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We have 350 feeds in various readers and screens, the link-vault has a rotating inventory of 30, 000 bookmarks and we have friends who seem ...

MEMC nearly triples profits in Q4 (WFR)

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Talk about a class act. From the St. Louis Business Journal: MEMC Electronic Materials Inc. reported Thursday significant growth in both ea...

Lazard's Defense of SunPower (LAZ; SPWR)

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This is probably a good place to mention some of the thinking behind this blog. Although one of the foci of the blog is alternative/renewabl...

Mortgage bond insurers 'need $200bn boost' (ABK; MBI; BRK.A)

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Our third post on a story that gets bigger with each telling. This one links to the Times of London: America's biggest mortgage bond in...

Follow-up: The bond insurers, a $200bn problem and Wilbur Ross (ABK; MBI; BRK.A)

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FT Alphaville has a different take on the hot new boy-band: Wilbur & The Monolines. ...Come Friday and it seems that everyone wants to b...
Thursday, January 24, 2008

A Cheaper Battery for Hybrid Cars

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From MIT's Technology Review: New lead-acid batteries could achieve high performance The future market for hybrid-electric vehicles, at ...

Billionaire to rescue of crisis-hit US insurer (ABK)

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If you are running a mismanaged monoline insurer you DO NOT want this man pulling into the parking lot. His presence means the jig's up ...

What a Depression Looks Like

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I have a couple promises to fulfill: "The best investments during a hyperinflation" and "What I learned from the Cowles commi...

Sunnyvale homeowners told to cut redwoods that block solar panels

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As Grandma used to say "if it's not one tham ding it's another" From the San Jose Mercury-News: Talk about a clash of ch...