Thursday, January 27, 2011

Class Act: "Emerging markets power Q1 profit surge at Siemens" (SI)

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The stock closed yesterday at $129.28 up $3.97 on 11 times average NYSE volume (I didn't check the European bourses) and looks to open h...

The General Electric, NRG, Conoco Phillips Venture Capital Hookup (GE; NRG; COP)

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From the Wall Street Journal: General Electric Co. is teaming up with major oil company ConocoPhilips and power plant operator NRG Energy ...
Wednesday, January 26, 2011

CBO's Revised Budget Sees 2011 Deficit Rising By $500 Billion To $1.5 Trillion; $4 Trillion In Deficit Through 2013 Guarantees QE3+

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From ZeroHedge: No surprise: the projected deficit just went up by another half a trillion: "For 2011, the Congressional Budget Offic...

I'm Thinking of a Career Change

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Scott Adams' Dilbert.com blog

EPA /Treasury/SEC Report Says: "Oversight sufficient for US carbon derivatives market"

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Swell. Welcome to the exciting world of horse>barn-door regulation. From Platts: The US Commodity Futures Trading Commission can rely ...

"Commodities' Warnings for Stocks"

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We have a contrary view coming up, wherein QE's 3,4,5 are forecast. From Barron's Up and Down Wall Street column: Steep drop in m...

"Was Genghis Khan history's greenest conqueror?"

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From Mother Nature Network: The Mongol invasion scrubbed nearly 700 million tons of carbon from the atmosphere,  according to surprising n...

State Of The Union: What the pundits are saying

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From the Columbia Journalism Review's Campaign Desk blog: So the State of the Union played out something like a slowly deflating ballo...

Wheat Up Again as Cold Drought Grip China, La Nina Resumes Downtrend

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Chicago futures are up 10 1/2 cents at $8.4875. After faking a bit of warming sea surface temperature anomalies in the Nino 3.4 area are he...
Tuesday, January 25, 2011

"Top Ten Acts of Civility Planned for the State of the Union"

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From WhiteHouseDossier: White House Dossier has learned that for tonight’s State of the Union, President Obama and Congress have planned a...

"Why You Aren’t Buying Venezuelan Chocolate"

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No it's not because Hugo Chavez has expropriated the means of production. Here's the Harvard Business Review: Chocolates El Rey is...

Rare Earths: Pssst, You Want a Hot Tip in the Market? (FRO.TO; FRO.WT)

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On page 254 of Edwin Lefevre's Reminiscences of a Stock Operator ( online version ) we read: ...At the same time I realise that the ...

The New BRICS on the Block: Which Emerging Markets Are Up and Coming?

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Yeah, yeah emerging markets are overbought, all the action's going to be in the developed economies, blah, blah, blah. Here's Knowl...

Goldman Sachs vs. the First Solar Bears: "First ya tree 'em, then ya kill 'em" (FSLR)

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In early pre-market trade the stock is down $1.32 at $155.08. Hunting bears with dogs is a nasty little blood sport. The dog pack attacks ...

Didja Hear About Noble Energy's Big Gas Find Last Month? So Did the Israeli Tax man (NBL)

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On Dec. 29 we posted " Noble Energy Has More Upside on Huge Gas Find (NBL) " with the stock at $87.50. One week later, in a move ...
Monday, January 24, 2011

Talkin' Trash and makin' Cash: Casella Wast Systems (CWST)

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From Waste Age: Casella Waste Agrees To Sell Certain Recycling Assets for $130.4 Million Rutland, Vt.-based Casella Waste Systems has re...

Insta-Charity: $4Billion from Mosaic Deal Moves Margaret Cargill Foundation into Top 15 Philanthropies(MOS)

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Well, insta if you don't count the wait while the family sorted things out. From the Minneapolis StarTribune: Cargill Foundation to ge...

And That's a New 52-Week High for First Solar (FSLR)

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The stock closed at $156.40 up $8.99 on the day. It cleared a lot of congestion today on heavy volume, $165 looks like the next resistance. ...

"Italian scientists claim to have demonstrated cold fusion"

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From PhysOrg:   Few areas of science are more controversial than cold fusion, the hypothetical near-room-temperature reaction in which two...

JP Morgan Says Tesla Motors Could Double in 3 Years (TSLA)

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Indeed. The stock is up 5.8% at $24.37. I've never cared for this one, partly because I don't understand how to value it, maybe JP...