Monday, February 25, 2008

Soft commodities outperform

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From HedgeFunds Review: Soft commodities are likely to outperform other commodity asset classes over the next five years , according to Jona...

Real Estate Porn (New York State)

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Naked Capitalism has gone over to the dark side (real estate marketing): In a departure from our usual programming, I thought I would introd...

MarketBeat Gets Vedic on Ambac (ABK; MBI)

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Five words I never thought I'd string together.* And that answer for some reason reminds me of Cliff Clavin on Jeopardy!**: "Who ar...

Yergin: Climate Change and Energy are Converging into New Era of Clean Energy

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I know Yergin raises some folks hackles but he does have a big megaphone. From FOXBusiness: "High energy prices, climate change and ene...

AbitibiBowater Inc (NYSE:ABH): Actionable Call Alert!

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This is a bit off-topic. Short the papers and use the proceeds to buy the ABH? Pretty agressive but I haven't seen Notable Calls this fi...
Saturday, February 23, 2008

Al Gore on a Carbon Tax and Rebate Plan

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From the Nobel Acceptance Speech : ...And most important of all, we need to put a price on carbon -- with a CO2 tax that is then rebated bac...

There is a THEY, and They Know

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I've been asked to stand in as drum majorette at the tinfoil hat parade (see below) From Davos 2007 (the one before the last one): ...

How investors are playing a possible return to 1970's-style stagflation

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From MarketWatch: Gold, platinum, soybeans, oil. With few exceptions, commodities are rallying again, breaking records...
Friday, February 22, 2008

Good Night Wall Street

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If you open this in a new tab, you'll get tonight's lullaby PLUS whatever else you're up to. Or you can watch. He was unique.

As the Climate Changes, So Does China's Environment Business

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From Knowledge@Wharton: When former U.S. Vice President Al Gore and the U.N. Intergovernmental Panel on Climate Change won the 2007 Nobel Pe...

Fidel: "Cool, More Time to Blog!"

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Last year we linked * (and here ) to some of Fidel's thoughts on global warming. Here are some of his thoughts on energy: Oil costs and...

Farmland value boom continues

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What real estate downturn? From AgricultureOnline: Cropland values boomed in fourth quarter 2007, easily surpassing the previous highs poste...

Best Auto-Bio of the Day

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Johann Hari writes this about himself: ...He is on the editorial board of the magazine The Liberal, and he is a patron of the magazine Safe...

Big Oil-World's Tallest Building at 1985 Feet, Goal: 2683; Three Taller Planned

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From ArabianBusiness: Twice as high as Burj Dubai ...Hyder has been working on Emaar Properties' Burj Dubai, currently the world's t...

Grain Trader: "I don't think there are enough acres to satisfy the demand in all these commodities"

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From the Chicago Tribune: It's a stand-off between fuel, foreign trade and American stomachs. The government on Thursday predicted...

Magazine finds 40 more billionaires in Russia

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From the International Herald Tribune: Russia gained 40 billionaires last year for a total of 101, led by Oleg Deripaska, whose $40 billion ...

LDK Solar to Report Fourth Quarter and Fiscal 2007 Financial Results on February 25, 2008

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Just a reminder. Here's the press release : LDK Solar Co., Ltd. (NYSE: LDK ), a leading manufacturer of multicrystalline solar wafers, ...

Never Mind and "The Carbon Traders"

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I posted a comment at the WSJ's Environmental Capital blog in response to their post: " Green Eyeshades vs. Starry Eyes: The Cap or...