Wednesday, June 25, 2008

Millionaire porn

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From FT Alphaville : The environment for millionaires remains challenging over the next 6-12 months, but long term, the trend remains intact...

Costly Chemistry: Dow Hikes Prices Another 25 Percent

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From CFO.com: Second major rise by the company this month, added to other corporate reactions to costlier energy, adds to inflationary fears...

A123 Systems plugs lithium-ion batteries into power grid

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From cnet: A123 Systems has signed on electricity utilities to use its lithium-ion batteries for short-term energy storage, according to a c...

A New Crop of Ag-Stock Deals? (ADM; BG; CPO)

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From BusinessWeek: Bunge's $4.4 billion deal to buy Corn Products could signal a new round of consolidation. Could ADM be the next big p...
Tuesday, June 24, 2008

Britons fear the carbon cops are coming: survey

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I don't know what to make of this. If the poll results are accurate it puts carbon politics in a whole 'nuther light. And I did chec...

McKinsey on the economics of solar

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From Grist: Business consulting firm projects robust growth for solar and grid parity in many locations by 2020 McKinsey has a great new ana...

Iceland on High Alert

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From Planet Gore : ...MARAUDING polar bears could cause terror on Iceland after experts claimed global warming could bring the killer beast...

World Meteorological Organization: Small Chance of El Nino this Year

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From Reuters: There is a small chance that an El Nino weather pattern will develop in the second half of 2008, the World Meteorological Orga...

Solar Energy ETFs: Don't Get Burned (KWT; TAN)

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From BusinessWeek: These volatile indexes show that sometimes there's little safety in numbers. Analysts suggest picking individual stoc...

Plan to bar funds from commodities garners few fans

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From MarketWatch: Of Lieberman's three proposals, most extreme finds fewest adherents A proposal to ban large pension funds and other in...

Life After Ags (AGU; MON; MOS; POT)

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From Minyanville: Where did that come from? I’m talking about that whiff of spunk that swept through the market a couple of hours ago. Was t...

Five Bargain Stocks (AMAT)

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Regular readers know that we think AMAT is a class act. Apparently some other folks do as well. We've got a link on the recent patent di...

Marc Faber Favors Commodities as Inflation Quickens

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Faber is one of the bright ones. From Bloomberg: Japanese stocks, Asian real estate and commodities are investors' best bets as faster i...
Monday, June 23, 2008

Green Ceiling: Are High-Flying Alternative-Energy Stocks Due for a Fall?

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Dow Jones & Company is a treasure. Two of the last three links were to the online Journal and MarketWatch. This one is to a Journal blog...

Gas could fall to $2 if Congress acts, analysts say

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Holy downtick, Batman! From MarketWatch: The price of retail gasoline could fall by half, to around $2 a gallon, within 30 days of passage o...

First Solar: World's Biggest Solar Plant Goes Online in Germany (FSLR)

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From Deutsche Welle: A solar power plant described by its operators as the biggest in the world began generating electricity at the site of...

Weather and Natural Gas

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This article looks at the historically high summertime nat gas price. More concerning to me is what happens this winter. From the Wall Stree...

Solar gear makers climb on Japan's green ambitions

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From Reuters: Japan is poised to provide subsidies and tax breaks for solar panel makers next year to maintain its hold on the red-hot indus...

Lehman Jacks First Solar (FSLR) Target to $335, Sees Q2 Upside

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From ClusterStock: Lehman is undeterred by all the recent negativity surrounding First Solar (FSLR). Upside to Q2 estimates, target up $5...

Bunge Agrees to Buy Corn Products for $4.2 Billion (BG; CPO)

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Well, except for having the wrong acquirer and the wrong target we nailed the buyout.* From Bloomberg: Bunge Ltd. , the world's largest ...