Sunday, November 28, 2010

"Slimmed-Down Siemens Girds for Growth" (SI)

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The stock closed at $113.45, down $1.05. We are fans.* [ he calls Siemens "GE's much better managed doppelgänger" -ed ] From...

Your One-Stop Guide To Frontrunning Monday's Double Open Market Operation

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Or: "If this and the Irish bailout don't get the market moving we've got serious problems". [ umm, we have serious proble...
Friday, November 26, 2010

Evans-Pritchard: "EU rescue costs start to threaten Germany itself"

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How to know when it's game over. From the Telegraph: Credit default swaps (CDS) measuring risk on German, French and Dutch bonds ...

"Zimbabwe – a core holding for 2011"

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I'll bite. As I said in " Invitation to Tea at the Financial Times ": I don't usually run free ads but this one intrigue...

High-Flying Spy Drone, Powered By Liquid Coal

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From Wired's Danger Room blog : No unmanned aircraft in the American arsenal flies higher or longer than the Global Haw...

Nazi's in Space

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Turns out that some of the Milky Way's spiral arms have a bit of the swastika kink in them: From MIT's Technology Review: Some of...

"Solar Inverter Shipments Hit Another Record" (PWER)

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PWER is trading down a dime at $9.20. From TheStreet: Shipments of solar inverters reached 7.3 gigawatts (GW) in the third quarter, anoth...

"Siemens Long-Cycle Industry Customers Weighing Investments Again" (SI)

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The stock is trading down 86 cents at $113.64. In June's " Siemens Sees Strong Profitability, Decides to Open a Bank (SI) " w...

What Would Keynes Have Done?

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He'd probably have traded on inside information.* From the WSJ's Real Time Brussels blog: The U.S. Federal Reserve’s decision to b...

If You Absolutely Insist on Having Some General Motors, Look at the Convertible Preferred (GM; GM.Pr.B)

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What's not to love about a GM convertible? ('61 Vette Roadster) From Barron's Weekday Trader (Fri. Nov. 19): The Other W...

More Options Strategies for First Solar (FSLR)

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While I would normally agree with the author that buying time is better, in this case I lean toward the short dated wild-ass speculation. Li...
Wednesday, November 24, 2010

"Cree: Oppenheimer Sees LED Lift-Off Next Year" and "First Solar: Nod To LA Solar Project Encouraging, Says Citi"

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Late hits from Tech Trader Daily! First up: “Elements of a very strong 2011 are falling into place” for the light-emitting diode market, w...

Happy Thanksgiving Everyone! (and "Economic Tips for Limiting Your Pumpkin Pie Intake")

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A repost from last year: Half day on Friday. A couple pictures at other websites. From Environmental Capita l : Serve yourself (AP) From...

First Solar Hits 200 Day Moving Average, Stops Dead in its Tracks (FSLR)

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Hmmm... This may be tougher than I thought. In " Repost: More on the First Solar Initiation by Susquehanna, Likes Dec. $125 Calls (FS...

Technology: Best and Wurst (how's 44% operating margins grab ya?)

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From Bloomberg: `Microsoft' of Machine Tools Runs Plants From Mount Fuji Base At the base of snowcapped Mount Fuji sits a bright yell...

"California Suggests Suicide; Texas Asks: Can I Lend You a Knife?"

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Joel Kotkin writing at Forbes: In the future, historians may likely mark the 2010 midterm elections as the end of the California era and...

Lobby Lookout: Turkey Trade Group Opposes Ethanol Tax Breaks (SFI; SEB)

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Talking turkey: Butterball was a J.V. between Smithfield and Maxwell Farms until September when Maxwell teamed up with Seaboard to buy SFI...

With the Death of the Chicago Climate Exchange Is the ECX on Life Support? (ICE)

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Dear S.E.C., I know you're busy right now but when you get a minute could you ask the Intercontinental Exchange for some details of the...

Commodity prices, DJIA – on a knife’s edge

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The DJIA closed at 11,036.37 on Tuesday, a notably good showing considering the headlines. First up, a driveby from Bespoke Investment Grou...

JP Morgan: "Molycorp's shares face near-term headwinds to hedge against." (MCP)

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The stock closed at $30.44 on Tuesday, down $1.15 (3.64%). From Barron's The Striking Price column: A Rare Play on Rare Earth  MOLYC...