Thursday, November 20, 2008

Gold and Currency

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First up, FT Alphaville: M3, where art thou? With quantitative easing under way, money supply is going to become an increasingly important g...

Arrgh: 'Pirates Not a Good Long Term Bet'

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Update: The WSJ's Deal Journal has a comparison of Piracy and Private Equity: ... Geographical investment thesis Private equity: Bul...
Wednesday, November 19, 2008

Pension Grab: Fernandez de Kirchner May Elude Curbs on Argentine Pension Funds

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From Bloomberg: When Argentina's Senate votes this week on nationalizing $24 billion in pension funds, it will try to bar the governmen...

Tesla Wants A Piece Of The Hypothetical Auto Bailout Fund

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We have had very few posts on Tesla because we just couldn't see how our readers would ever make any money on the darn thing. Maybe no o...

Four Bad Bears

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From dshort.com* via Calculated Risk: Click on graph for larger image in new window. Doug Short of dshort.com (financial planner) sent m...

Russia to build nuclear power plant in Venezuela

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Analysis from RIA Novosti: Venezuelan President Hugo Chavez announced that his country had reached a tentative agreement with Russia to buil...

Tech Trader Daily Goes Solar, Solar, Solar (FSLR; LDK; SOL; STP)

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Barron's Eric Savitz is a machine. On November 10th, in " Barron's Tech Trader Daily Goes to All Solar Format... " we note...

First Solar Downgrades Friedman, Billings; FBR Down 35%

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In a stunning role reversal, First Solar called Friedman Billings Ramsay a two-bit broker-dealer. FBR responded by promptly trading to $0.25...

The American People Have Voted on the GM Bailout. The Answer is NO

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One way to ascertain a person's intelligence is to examine how they simplify the seemingly complex. If you read Richard Feynman's 19...

Indian navy destroys 'pirate ship'

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From al Jazeera: An Indian warship in the Gulf of Aden has fought a battle with Somali pirates jus...
Tuesday, November 18, 2008

We Like the Congressional Budget Office and its Director, Peter Orszag

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The CBO under Director Orszag is one of the few offices in Washington that gave us straight-up analysis without the spin. Or, as Tyler Cowen...

Sector Snap: Solar shares slide

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From the AP via Forbes: Shares in solar companies fell Tuesday with crude prices falling again and analysts suggesting European subsidies fo...

30 reasons for Great Depression 2 by 2011

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Usually I am optimistic but there are so many ways for the politicians to screw up the mess from what Wall Street screwed up that four conse...

S&P 500 Index's `Retest' of Low Fails to Spur Rally

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Our list of recent "test the lows" posts is at" S&P 'Armageddon' if Lows Don't Hold: Chartist ". From Bl...

Why A123 Didn't Get the Volt Contract

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From MIT's Technology Review: GM is playing it safe with its promised electric car, choosing a veteran battery supplier. There's sti...
Monday, November 17, 2008

S&P 'Armageddon' if Lows Don't Hold: Chartist

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This is becoming a series. Nov. 11: " S&P 500 threatens to violate major support " Nov. 12: " Investing: "Throwing O...

Natural gas shares rise as temperatures fall

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From MarketWatch: Natural gas stocks moved well into positive territory at midday in the face of a Northeastern cold snap as investors shrug...

Crazy markets, the historical perspective

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Calling all market stat junkies. Do go to the linked site (check out the bear market charts ) and a big 'ol hat tip to the folks at Alph...

Hedge Funds: AQR Fund- Absolute, not Relative, Return

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From DealBreaker : AQR Global Stock Selection Offshore Fund Ltd. Nov 2008: 0.07% YTD: 0.10%

Oil: Somali Pirates Seize Supertanker, Smoke the Khat, Head for Home

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From the AP : The U.S. Navy says pirates who seized a Saudi-owned oil supertanker are taking the ship to a Somali port where hijacked vessel...