Wednesday, December 24, 2008

2008 Lookback: Oddities

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MarketBeat has run some 2008 Lookback lists (links below) the last couple days, this one stood out: There were plenty of disappointments, su...

Self-Storage Rentals Growing Amid Foreclosures, Cutbacks (EXR; PSA; SSS; YSI)

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Public Storage (PSA) is the big dog of the group. From the Wall Street Journal's The Wallet blog: As foreclosures and tightening budgets...

Active 2009 Atlantic hurricane season predicted. And a Couple ACE Links

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There is a lot of spin on all sides of hurricanes/global warming questions. One tool I use to cut through the hype (and hopefully profit fro...

Oil: "It’s all about Cushing"

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A couple weeks ago we saw " Contango Pays Most in Decade as Shell Stores Crude.... ". Last year Ann Davis of the Wall Street Journ...
Tuesday, December 23, 2008

World faces "total" financial meltdown: Bank of Spain chief

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In other news, " Bulgarian Astronomers Forecast Armageddon ". From Agence France Presse: The governor of the Bank of Spain on Sund...

Germany hoarding gas as Russia-Ukraine tiff looms

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From The Earth Times: Germany has kept its stores of gas full as a fresh, end-of-year dispute between Russia and Ukraine over gas prices loo...

Can This Possibly be Right: 110,000 Solar Jobs?

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From the New York Times : Up on the Roof, New Jobs in Solar Power ...According to the Solar Energy Industries Association, based in Washing...

Solar: Massive 168% photovoltaic module overcapacity to cause pricing collapse in 2009

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From PV Tech: The photovoltaics industry will become a victim of its own success in 2009, according to Dr. Henning Wicht, Senior Director an...
Monday, December 22, 2008

Congress to Get $4700 Raise; Approval Rating Lower Than Blago's or Bush's

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From The Hill: With economy in shambles, Congress gets a raise A crumbling economy, more than 2 million constituents who have lost their job...

Connecticut’s Solar Incentives Dry Up

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Well duh, if you're giving the money to $185 Billion revenue giant, General Electric: " GE gets grant to install GE solar panels o...

Where's the Dough? Banks Silent on Bailout Cash. And: Banks Sitting on $1 Trillion Cash

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Two from CNBC: It's something any bank would demand to know before handing out a loan: Where's the money going? But after receiving ...

Year-end bounce for small caps?-Commentary: "January Effect particularly risky bet this year"

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Great minds and all that. Friday we posted " And a Little Stock Shall Lead Them II: January Effect in December ". Today, at Market...
Friday, December 19, 2008

Euro Runs into Textbook Technical Resistance

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The euro went from $1.4239 to $1.3912 today, down 2.3%. From Bespoke Investment Group : ...While technical analysis is often criticized as a...

NY:RGGI cap and trade adds under $1 to power bills

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The spin, from all sides, in the climate/carbon biz is sometimes hard to cut through. I've been following this stuff since the Rio Summi...

First Solar Reaches Grid-Parity Milestone, Says Report (FSLR)

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From greentech media : An analysis of First Solar's system in the Nevada desert argues that solar costs less than coal. Renewables rejoi...

Fluor (FLR): Downgraded to Sell at Citigroup

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Somebody may not have had their coffee yet, they're transposing letters at Notable Calls: Citigroup downgrades Flour (NYSE:FLR) to Sell...

Smart Grid Stocks For The Obama Stimulus Package (COMV; ENOC; ITRI)

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We haven't visited the guys at AltEnergyStocks for a while as the macro environment has taken precedence over themes and fundamentals. T...
Thursday, December 18, 2008

Real GDP Declines in Recessions

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Click to enlarge: Source: Gary Shilling via John Mauldin HT: Econompic

And a Little Stock Shall Lead Them II: January Effect in December

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The January effect postulates that small stocks will outperform large caps; the strong version says for the month, the weak version says for...

What the #1 Investment Newsletter is Saying Now

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Cassius: "The fault, dear Brutus, is not in our stars, But in ourselves, that we are underlings." Julius Caesar (I, ii, 140-1...