Friday, April 25, 2008

J.P. Morgan on POT : Way High

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Our musical accompaniment is by Jackie Wilson: Your love is lifting me higher ( Higher and Higher ) From Notable Calls: Potash (NYSE:POT): ...
Thursday, April 24, 2008

UPDATE: Nenana Ice Classic

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UPDATE: Here. On March 31 we brought you " Big Global Warming/Cooling/Staying Pretty Much the Same Betting Opportunity ". Apologie...

Cramer, CNBC and First Solar (FSLR)

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I knew it! From Infectious Greed : Must. Hype. RIMM ... Must. Push. FSLR. This is the best thing I have read in ages. It is a quote from Ove...

Europeans, Buy Those U.S. Assets NOW

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Major shift in the psychology today. Here's how fast things can move: 1982 DJIA close Aug. 12 776.92 Aug. 13 788.05 Aug. 16 792.43 Aug. ...

R.I.P. Bond Rally, 2005-2008

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Um, this might be really, really important. From MarketBeat: The long run of steadily declining Treasury yields may have ended . In trading...

Valuation: Intrepid Potash (IPI)

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Some things to think about from David Wilson, writing for Bloomberg: Intrepid Potash Inc.'s initial public offering may mark the start ...

Energy, Immelt and the Wall Street Journal (GE)

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As a follow-up to yesterday's post " GE's Immelt reduced to whining after homicidal rant from Jack Welch (GE) ", DealBrea...

Opportunities in European Infrastructure Projects Examined

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From Ernst & Young via Research Recap: European Union member states will spend roughly 556 billion euros by 2020 on modernizing trans-Eu...

California needs $150/tonne carbon price to boost energy emission cuts

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From the Department of Duh. Good Grief. Folks who talk about how cheap this transition is going to be are either morons or duplicitous. If s...

SolarWorld introduces solar PV kits for Oregon at the Northwest Solar Expo (SRWRF.PK)

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What took them so long?* From the press release: SolarWorld, the largest maker of solar PV products in the USA, is presenting specially desi...

Maldives wants emissions cuts but not from tourism

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From Reuters: The Maldives, worried about rising seas from climate change, wants steeper cuts in global greenhouse gas emissions but is unwi...

Potash Corp. Now Largest Capitalization in Canada (POT)

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Who'da thunk it? From the Globe and Mail : Top weightings April 21, '08 % weight in the index Last price Potash Corp. 4.44 210.80 E...

Potash Profit Nearly Triples On Fertilizer Demand (AGU; IPI; MOS; POT)

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From Fox Business: Potash Corp. of Saskatchewan Inc.'s first-quarter net income nearly tripled amid surging demand and prices for fertil...
Wednesday, April 23, 2008

'Bear Raid' Stock Manipulation: How and When It Works, and Who Benefits

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From Knowledge@Wharton: When Bear Stearns collapsed in March, some insiders argued it was wrong to blame the firm's risky bets on mortga...

Investors Brace For Potash Earnings (POT, MOO)

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From 24/7 Wall Street: Thursday morning, we'll get to see earnings out of Potash Corp. of Saskatchewan, Inc. (NYSE: POT). The estimates ...

Hoarding Food: It's not Just for Survivalists Any More

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We had a mention of this idea yesterday.* From the Wall Street Journal: Load Up the Pantry I don't want to alarm anybody, but maybe it...

The Hog Cycle

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No not Harley-Davidson, although I imagine some econ grad student has written the paper. Wheat and hogs are two commodities with long price ...

Van Eck Market Vectors Solar ETF (KWT)

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Started trading today, a day later than planned. The ETF opened at $41.72 and closed at its low for the day, $41.31, which makes sense as mo...

Now He Tells Us-Wachovia CEO: 'Golden West was an ill-timed acquisition' (WB)

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From the San Jose Business Journal : Wachovia Corp. chief executive officer Ken Thompson was grilled at the company's annual meeting Tu...

Does Nanosolar have an Announcement Coming? (FSLR)

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From Wikipedia : Traffic analysis is the process of intercepting and examining messages in order to deduce information from patterns in co...