Wednesday, May 27, 2009

Latvian Hookers Signal No Recovery for Economy

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Bronte Capital was the first place I saw this indicator, I'll post some of his links below this Bloomberg commentary from Matthew Lynn: ...

Marc Faber: Hyperinflation coming to the USA

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From FT Alphaville: Wa-oah. Marc Faber has a reputation as a bit of a doom-monger, but he has really surpassed himself with this one. From ...

Zeitgeist: Mafia Cash Increases Grip on Sinking Italy Defying Berlusconi

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This goes in the zeitgeist file because we are going to see more and more reports along these lines and not limited to Italy. Some of our pr...
Tuesday, May 26, 2009

Canadian Solar Inc. Sparks a Short-Squeeze Rally (CSIQ)

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Update below. Original post: I didn't mention CSIQ this morning for two reasons: 1) It is so darn tiny I almost don't follow it. 2)...

Markets: Back to the Future, 1938-1942

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Barron's has a very nice reproduction of one of Louise Yamada's charts. Go to Up and Down Wall Street for the verbiage. ...From t...

Gold in Kansas!!!

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If you follow the action on a state by state basis, Kansas makes for an interesting case study. A slightly right of center political base (y...

First Solar: Downgraded to Underperform at FBR Capital (FSLR)

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The stock is down 5% at $182. Between the officer and Walton insider sales and the big push on Solyndra, another Walton/Goldman production, ...

SHOW ME THE MONEY!: A Guide to Sources of Funding through the American Recovery and Reinvestment Act

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From Stoel Rives LLP : The American Recovery and Reinvestment Act (ARRA) provides almost $94 billion dollars in direct and indirect spending...

Hottest Oil Options Indicate 16% Drop as Demand Falls

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From Bloomberg: After oil passed $60 a barrel for the first time in six months, the New York Mercantile Exchange’s fastest-growing options t...

The lithium boom is coming: The new bubble? (SQM)

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Butch Cassidy : Kid, the next time I say, "Let's go someplace like Bolivia," let's go someplace like Bolivia. - Butch Ca...
Friday, May 22, 2009

Memorial Day, 2009

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Remember the Fallen from TheWorldAccordingtoCarl The National Anthem: Try JibJab Sendables® eCards today! from JibJab America's seco...

Cape Wind crosses major Mass. regulatory hurdle

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You probably saw this story yesterday, if not, here's the AP version the Boston Herald carried. More importantly, here's a superb v...

So a Sicilian mafioso walks into HSBC…

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From FT Alphaville: Cracking story on Bloomberg, straight out of the annals of couldn’t make it up if you tried, and involving the Sicilian...

Indonesia to use climate loans to cover state budget deficit

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From the Jakarta Post: The government has continued to raise foreign loans, citing climate change as the cause, but said Thursday the loans...

Deutsche Bank Transfers Tech Team to Renewables

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From the Wall Street Journal: Deutsche Bank AG has transferred its European technology-coverage team into a new, broader r...

U.S. panel OKs CFTC to regulate carbon derivatives

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There was a method to yesterday's posting madness! I sometimes use the blog as a bookmarker, what with Google's fancy 'Search Bl...

Companies spar over Iowa wind energy surplus (BRK.A; FPL)

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Next Era is the former FPL Energy division of FPL Group. MidAmerican is a division of Berkshire Hathaway's MidAmerican Energy Holdings. ...

Potash; Mosaic; Agrium: Upgraded at Citigroup (AGU; MOS; POT)

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All three stocks are up, 4 1/2 to 5%. From Notable Calls: Citigroup is out with a Fertilizer call upgrading Potash (NYSE:POT), Mosaic (NYSE:...

Paul Tudor Jones Interview at Institutional Investor

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Last July we visited Mr. Jones in " Paul Tudor Jones on Oil " . Here's the Alpha Magazine introduction: Paul Tudor Jones II fo...
Thursday, May 21, 2009

Barron's Tech Trader Daily on Today's Solar Earnings; Sorrow (CSIQ; ESLR; LDK; SOL; STP)

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Back in November, '08 I went with the headline " Barron's Tech Trader Daily Goes to All Solar Format (AMAT; CSIQ; JASO; STP; TS...