Wednesday, December 29, 2010

Dupon't Pioneer Hi-Bred Buys Two Seed Companies (DD; MON)

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Pioneer should book $5 billion in seed sales next year. First up, Zack's Analyst blog: DuPont Buys Two Seed Makers EI DuPont de Nemour...

"Bunge warns on grain price pressures"

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From the Financial Times: The pressures driving grain prices to two-year highs will not subside for at least a year, the head of a leading ...

Time for Some 'Black Swan' Puts as Short Interest Falls to Lowest Level of the Year? (SPY)

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I am a sick puppy. I see a story like this and I think: a) everyone has rushed to the same side of the Titanic. and b) if we do get a dro...
Tuesday, December 28, 2010

"The Limits to Racketeering"

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From Volatility: According to Joseph Tainter’s theory of imperial collapse, as societies become more complex, they must expend an ever grea...

"Ex-Shell president sees $5 gas in 2012"

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 From CNN Money: The former president of Shell Oil, John Hofmeister, says Americans could be paying $5 for a gallon of gasoline by 2012. ...

"U.S.-China Current Account Imbalance Could Disappear."

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There's a headline for ya. From Real Time Economics: Current account imbalances in the U.S. and China will shrink and maybe even disapp...

CLSA calls Trina and First Solar Cheap, Stocks Shrug (TSL; FSLR)

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They are the class acts in the industry but that doesn't move stocks. FSLR is down $1.98 at $129.20, TSL -51 cents at $23.03. There is ...

Corrected: Rare Element Resources Ltd, Molycorp both Up Over 10% on China Move (REE; MCP)

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Correction: MCP is still a year away from production. REE $13.56 up 15.62%, MCP actually down a dime at $49.34 after trading with a $55 han...
Monday, December 27, 2010

Farmland: "Pricing the Good Earth" (DE; POT;MON; CAT; MOS)

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A question we've pondered a few times, see links below. From Barron's: U.S. farm income is solid, debt is low, and crop prices and...

"Tesla: Selling More Shares Than Cars" (TSLA)

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The stock is down 14.86% on the day. From TheStreet: Tesla ( TSLA _ ) has sold about a shopping mall parking lot full of electric cars in...

Banking: Ducats for Caravaggio, The Genoa Connection and Medici Moolah

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A threefer from The Economist: Ledgers that throw light on the past SAINTS are important in Italy, nowhere more so than in Naples where Sa...

What's Moving: "Rare Element Resources Ltd UP 12.40%" (REE)

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I must say your humble scribbler didn't see that one coming. From What's Moving : Rare Earth (REE) adds $1.18 to $11.34 and bullis...

Climateer Line of the Day: More than we Needed to Know About Cramer Edition

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Although I am a bottoms up guy... -Jim Cramer quoted in " Jim Cramer Picks His Top DOW Stocks For 2011 " at Clusterstock.

Too True to Be Funny

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From Dilbert.com :

Energy Bulletin's "Predictions for 2011"

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From Energy Bulletin: Everyone in the Peak Oil Community knows the danger of making predictions. As the poet Burns framed it, “The best-lai...

E2 Wire's "...5 energy issues to watch"

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From The Hill: It’s been a dynamic past 12 months on the energy front. The massive Gulf oil spill dominated much of the news cycle. And whi...

Insurance: Betting on the Old and Decrepit

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[ I do it every morning -ed ] Okay, not so decrepit. From Salmon: The longevity trend bond arrives Swiss Re reinsures a lot of life ins...

Outlook 2011 & the Next Decade: Is The Smart Money Right About China?

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In January 2010 we had a post, " Jim Chanos' "China is Dubai Times 1000" May be a Losing Bet ": I have a lot of res...

California Sure as Hell Isn't Going to Turn the U.S. Economy Around

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The Cali economy was a fantasy and any policies based on fantasy are guaranteed to end badly. This is something we've been trying to poi...

"How inflation creates commodity mini-cycles"

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From Stefan Karlsson's blog at the Christian Science Monitor: What is the effect of inflation on commodities prices? It's more sub...