Thursday, February 25, 2010

"China Global Investment Tracker: 2010"

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From the Heritage Foundation : China's financial behavior is increasingly important to the United States and the international community...
Wednesday, February 24, 2010

"Analyst Looking For A Cost-Benefit Analysis Of Chugging A Bottle Of Olive Oil For $2k"

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Go to DealBreaker for the video, here's part of their commentary: ...Update: Some added color: “He wasn’t allowed to puke for an hour ...

Foreign Exchange: "Euro ‘Mortally Wounded’ as Index Indicates Drop: Chart of Day"

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Our last EUR/USD post had links to some of our thinking on the currency, including a link dated Nov. 18, a week before the $1.5144 top tick ...

Things You didn't Know: "How do I hypnotize a chicken?" -Al Gore Variant

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From Mental Floss: How do I hypnotize a chicken? The chicken mind is easy to control, and chicken handlers have found several ways of hypno...

Zeitgeist: "Researcher Accused of Fraud Found Dead"

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I somehow missed the backstory: New York state officials this week charged that a researcher from the University at Buffalo hired three acto...

Private Equity: "Rough Road For Infrastructure Funds" (ABB; CAT; FWLT; FLR; PWR)

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From the WSJ's Private Equity Beat blog: Private equity firms and banks attempting to raise infrastructure funds haven’t had an easy tim...

"Nationwide strike paralyzes Greece, Rioting spreads to Spain"

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Sometimes the gimlet eye can be hilarious. Here's a conversation I just had: Me: "Half of Greece is on strike." He: "So p...

"Paul Kanjorksi: Bankers Are Like Incontinent Dogs"

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Frpm New York Magazine's Daily Intel : "When your dog just keeps wetting the carpet, there's only one thing to do, you've g...

"Building the Perfect Pre-Market Risk Gauge"

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From MarketBeat: The Greece-led euro panic has been simmering for a few weeks. And, outside of currency movements and Treasury issuances, th...

Trina Solar Q4 2009 Supplemental Earnings Call Presentation (TSL)

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I didn't have time for the conference call, I'll have to check in later today with the replay. In the meantime here's the supple...

"Whoa, Fed Revives a New Reserve Drain Method"

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From Economic Policy Journal: The Federal Reserve is reviving its ability to drain reserves via the Treasury. Here's the Treasury releas...

Trina Solar Swings To 4Q Profit As Revenue Jumps, Costs Fall (TSL)

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UPDATE: " Trina Solar Q4 2009 Supplemental Earnings Call Presentation (TSL) " Original post: The stock is up 2.87% at $23.62 in p...

Société Générale's Albert Edwards: "Stocks Face ‘Ice Age’ Drop as Indicators Peak..." Euro to $1.25; We're all Doomed

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A threefer. The headline story is from Bloomberg, February 19: Stocks are poised to tumble as gauges of the economic outlook in the U.S. and...

NY Fed Treasury Spread Model: Probability Of Double-Dip Recession Is Zero

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Dr. Perry attracts a reasonably sharp crowd. [ present company...? -ed ] The comments are usually pretty good. From Carpe Diem : Today the N...

REPOST: "The Dead Shall Be Raised: The Future of Fannie and Freddie" (FNM; FRE)

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For some reason this post disappeared. It's a decent overview so we'll try to get it back on the interwebs. Original post: Please no...

"Dave’s Top 10 Reasons to Fade the Recovery (It’s Not a Business Cycle!)"

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Something to chew on until we get to Albert Edwards. From the Asia Times' Inner Workings blog: By David Goldman This is NOT a ...

"Visualizing The Black Hole Of State Revenues"

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Lifted from ZeroHedge: The following chart from Stateline will be quite critical to evaluate going forward as states increasingly ponder jus...
Tuesday, February 23, 2010

"Dilbert for Sale. Peanuts Too."

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From Scott Adams' blog : Today United Media announced it might try to sell the licensing rights for Dilbert, Peanuts, and the rest of it...

Headline of the Day: "STEC Q1 Forecast Misses By a Mile; Stock Halted"

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Yikes! I'm not sure if that was Savitz or Ray at Tech Trader Daily but it sure is a grabber.

Options Flash "First Solar Burns Out; Bears Taste Blood" (FSLR)

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Back on January 19 we had a similar post, " Options Update: Trader Expects Extended Slide for First Solar, Inc. (FSLR) ": The stoc...