Monday, September 27, 2010

"SEC Just Not That Interested In Confession Of Ponzi Schemer"

›
From  DealBreaker: The SEC has a history of massive fuck-ups. We know this. But, to date, many of these fuck-ups have a logical explanation...

"The Left Right Paradigm is Over: Its You vs. [Big] Corporations"

›
s'truth. The current administration seems hell-bent on Political Capitalism* rather than emulating Mussolini's more benign Corporat...

"Smart Grid's $200 Billion Investment Lures Cisco, ABB" (ABB; CSCO)

›
If you had to make equity bets for the next ten years these are two companies to consider. Throw in Siemens and you've got a Rip Van Wi...

LED Lighting "Aixtron: Lazard Downgrades" (AIXG)

›
From Tech Trader Daily: Lazard Capital analyst Daniel Amir this morning cut his rating on Aixtron (AIXG) to Hold from Buy , asserting th...

Climateer Line of the Day: Oral Sex Edition

›
From the Telegraph : "When I see some of them looking for returns of 20 or 25 per cent, at a time when fellatio is close to zero, ...

Global Macro: "The increasing frequency of the Fed’s POMOs"

›
Bingo. Watch Everything. From FT Alphaville: Here’s a nice chart from Olivier Jakob at Petromatrix, who is taking an increasingly broad v...

"...The End of Rupert Murdoch"

›
I realize I'm going off topic this morning. Enjoy. From Advertising Age: 1. This really might be The End of Rupert Murdoch -- but not...

"If an alien ever says “take me to your leader”, where would you take them?"

›
From Wired: Pretty soon the answer will be a Malaysian astrophysicist named Mazlan Othman, who's expected to be appointed as the United...

"Say What? "Market Mechanism" Nonsense Edition"

›
From Division of Labor : From a WSJ piece on the DC bag tax (emphasis added): "I am somewhat surprised by the extent to which people...

China Development Bank to Supply LDK Solar $8.9 Billion Credit Facility (LDK)

›
From PV-Tech : LDK Solar has entered into a strategic financing agreement with China Development Bank (CDB) for the provision of up to RMB ...

Ahmadinejad in the Big Apple: "Wacky week in NY for wolf in cheap clothing"

›
From the New York Post: A'jad monster's ball It was a strange week for the loony strongman from Iran. President Mahmoud Ahmadin...

"The Stuxnet worm, 'the most sophisticated malware ever,' has been discovered infesting Iran's nuclear installations'" (SI)

›
From ComputerWorld: Iran nuke SCADAs saturated with Stuxnet infection Let's play... Global Thermonuclear War. The Stuxnet worm, "...
Sunday, September 26, 2010

The Financial Times Gets to the Heart of What Société Générale's Albert Edwards is Saying (Sept. 24, 2010)

›
Back in July 2008 I dropped a couple lines en passant in a post about the market's indifference to First Solar's beat-and-raise ear...
Saturday, September 25, 2010

Société Générale's Albert Edwards: On Terminal Competitive Devaluation, The Nuclear Option, And How The Fed's Policies May Start An All Out War (September 22, 2010)

›
Other than that... From ZeroHedge: The recent intervention by the BOJ has quickly become the most contentious decision in global economic ...

Attention GE: Huge After Hours Breakout for Siemens AG (SI)

›
Siemens is  GE's much better managed doppelgänger.* After closing up 5.5% in regular trade on Friday the stock was up another $7.12 to ...
Friday, September 24, 2010

"The Big Losers in Energy"

›
From MIT's Emerging Technologies Conference blog emTech: Several people holding the purse-strings agree that algae, hydrogen vehicles, ...

"M2 Update: 10th Consecutive Increase, And Some Troubling Trends"

›
Good times, good times. The way money moves through the system is from most liquid, cash/M1 to M's 2 and 3 to the most liquid markets, ...

Dissecting Piper Jaffray’s Solar Initiations (FSLR; SOL; SPWRA; TSL YGE)

›
Tickerspy: Piper Jaffray initiated coverage on ten solar stocks with “Overweight” ratings on Friday, and while it would appear that the ana...

"Hike In Rare Earth Prices As China Quotas Bite" (How's Cerium Oxide $8000/tonne to $36,000/t in two months grab ya?)

›
From Technoloy Metals Report: The price of so-called rare earth metals has ratcheted up in recent weeks. These metals are essential for hig...

"Petrobras raises $70bn despite fears over state role"

›
In early trade the stock is down a dime at $35.49. From the Financial Times' beyondbrics blog: It is finally a done deal: Petrobras wi...