Monday, August 16, 2010

Johnson Controls: A Double Play (Unfortunately) JCI

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I'm not sure that the automotive side is going to be a big winner until personal income tops the 2007 figure. Despite a glowing cover s...
Friday, August 13, 2010

"What Caffeine Actually Does to Your Brain"

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From Lifehacker: For all of its wild popularity, caffeine is one seriously misunderstood substance. It's not a simple upper, and it wor...

"How Moore’s Law Has Spoiled Us for The Energy Revolution"

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A major piece by earth2tech's Katie Fehrenbacher: Moore’s Law and the fast pace of innovation in computing and the Internet have deeply...

Why Cleantech Companies are IPOing (AONE; CDXS; TSLA)

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Short answer, they have to. From Greentech's Cleantech Investing: As an active investor in the cleantech market I'm definitely hop...

"Spearfish Oil Formation could be Another Bakken Oil Boom for North Dakota" (EOG)

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From Next Big Future: Lynn Helms is director of the North Dakota Department of Mineral Resources indicates that oil companies are expecti...

Hurricane Watch: "A record quiet start to the 2010 Northern Hemisphere tropical cyclone season"

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From Wunderblog: ...Why so quiet in the Atlantic? The Tropical Atlantic is quiet, and there are no threat areas to discuss today. The Inve...

First Solar's China Project Not a Done Deal (FSLR)

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From the Washington Post: Solar plan in China's Inner Mongolia highlights pitfalls for U.S. firms With great fanfare, an Arizona-base...
Thursday, August 12, 2010

"EPA proposes rules on greenhouse gas permits"

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Swell. The chickenshit politicians ducked the issue and now we're looking at a monstrosity. The EPA's tailoring rule is probably u...

Earnings Conference Calls: "How Can You Tell If A CEO Is Lying?"

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From the WSJ's Deal Journal: Conference call Q&As are a confusing and cryptic dance. Executives try to be attractive to investors,...

News from North Korea: "Talks about Talks Yield No Talks"

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The headline pretty much says it all. If you're interested DailyNK has the story . HT: Marginal Revolution

T. Boone Pickens No Score: Clean Energy Fuels Settling Back While Call Buyers Proliferate (CLNE)

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This one should be a natural for me to follow. It is as much an example of Political Capitalism as it is a business, and seeing that I hang ...

More about Matt Simmons

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From the Houston Chronicle's NewsWatch: Energy blog: Newspaper obituaries are never enough to capture the full measure of a person, so...

"Could commodity prices be in for a downdraft?"

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Don't let today's broadly based up-move in the agricultural commodities lull you into dreams of bovine bliss. The real indicator ma...

Equity Risk Premium: "Why the market’s rate of return—and your nest egg—may never recover"

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Rob Arnott has done quite a bit of work in this area, from a practitioners perspective. If the conclusion is correct the implications for t...

"Where Americans Are Spending More....Abd Where they've Cut Back"

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From Mandel on Innovation and Growth: Since the recession started in the fourth quarter of 2007, the common theme has been about Americans ...

Cisco Downgraded at BMO Capital, Oppenheimer; Price Targets Cut at RBC, Deutsche, Piper, Wunderlich (CSCO)

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The stock is down 9.7% at $21.43. Tech Trader Daily has the roundup: Cisco Systems (CSCO) shares are down about 9% following yesterday’s...
Wednesday, August 11, 2010

"Cisco Comments: Mixed Signals, Recovery has slowed " and Why Won't the Customers Pay? (CSCO)

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Uh oh. I was going to go with some variant of  my "Stocks closed generally mournful and reflective. " schtick but Chambers' m...

UPDATED: "Cisco: Thanks For Nothing, John; More Pain For Tech Thursday?" Reactions and Notes from the Conference Call (CSCO)

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That's Eric Savitz, probably the best reporter working Silicon Valley. From Tech Trader Daily: Well, that’s not at all what the Street...

First they Came for the Investment Banks: "UBS Sued For Copying And Pasting"

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Apologies to the literary estate of Pastor Niemöller. From DealBreaker: When you work for UBS, on any given day of the week, you know ther...

Cisco: Oops! The Tiniest Possible EPS Beat andTop Line Miss CSCO)

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More to come. After-hours the stock is down 5.4% at $22.45.