Wednesday, February 23, 2011

"THE BERNANKE PUT AND INSTABILITY IN COMMODITY MARKETS"

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From Pragmatic Capitalism: The Fed has not been shy about taking credit for the recent equity price increases.  They claim that this so-ca...

What Price Increases in the Education and Medical Rackets Look Like

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Smarter folks than I could probably draw some inference from the extent of government backing of academia or BigMed and the way they raise p...

Okay Kids, I Think it's Safe to Get Back in the Water

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I'll be in the bunker but you should be able to hear me really well. Source Three trades: Long the futures with SPX at 1304.49 (mis...

"Food Prices Tumbling as Hot Money Chases Oil"

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Okay, let's add a Wall Street Journal reporter to my earlier " I'll put one Bloomberg journalist up against as many Nobel Econ ...

Dear Paul Krugman: "Wheat Collapsing as Protests Prompt Speculators to Desert Food"

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I'll put one Bloomberg journalist up against as many Nobel Econ award winners as you want. Especially if the Nobelists include the LTCM...

UPDATED: Rat Bastard Piper Jaffray Reiterates 'Overweight' on First Solar (FSLR)

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Update: " Corrected: First Solar Misses on Revs, Beats on Earnings, Guides Higher, Stock Down (FSLR) ". Original post: So much ...
Tuesday, February 22, 2011

First Solar: Take Profits On Thursday, Says Pacific Crest (FSLR)

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After-hours the stock is down another 84 cents at $163,26. The lower the better says I. Pacific Crest is the shop where one of the better s...

"Dealing with Pirates (and terrorists) Russian Style"

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This is a repost from last year. I thought of it while typing our earlier Time to Go Pirate Hunting: "Somali pirates kill 4 American bo...

Forbes Does Some Hatin' on First Solar, Sets up an Earnings Short Squeeze for Thursday (FSLR)

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The stock looks to close down $4.12 or so at $164.10 which is over $11 lower than the 19 month high set last week. This is the first time i...

UPDATED: Time to Go Pirate Hunting: "Somali pirates kill 4 American boaters"

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 There are laws and there are outlaws. Murder committed in the service of piracy is pretty much the definition of hostis humani generis (en...

Molycorp: Morgan Stanley sees $140/share valuation; J.P. Morgan upgrade to Overweight (MCP)

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Ha! Both halves of the old J.P. Morgan & Co.giving a stock some love on the same day! I don't recall ever seeing that. (After Glass...

We're So Proud! Today Our Most Popular Post is "The Questions America Wants Answered: 'Can Megayachts Be Eco-Friendly?'"

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Are folks coming to visit for the incisive commentary? The actionable markets discussion? A breezy devil-may-care weltanschauung? Naw. If ...

No Virginia, Even Though Wheat is Down 27 cents, This isn't the Big One

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Yesterday we posted " Is it Time to Pull the Rug Out From Under the "Easy Money" Commodity Crowd? " positing a drop in e...

Vitol: OPEC will up output if Libya disrupts market

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And who is Vitol you ask? Links below. From Reuters Africa: * See prices returning to $90-$100/bbl if OPEC acts * Comment comes as OPEC...

A Pivotal Year For Thin-Film Solar Companies (FSLR; GE)

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From Venture Capital Dispatch: In 2007, start-ups developing “thin-film” solar material were all the rage. Venture investors poured hundre...

BHP's Shale-Gas Play Reveals Its Weakness (BHP; CHK)

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A smart take on a big deal from the WSJ's Heard on the Street column: Mining companies are like sharks: if they don't keep moving ...
Monday, February 21, 2011

Is it Time to Pull the Rug Out From Under the "Easy Money" Commodity Crowd?

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Not yet but we're close. The trigger should be a downdraft move in world equities. Look for a 2-4% (27-54 points) upmove in the S&...

Italy's Solar Orgy (FSLR; SPWRA; STP; TSL; YGE)

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The SEO consultants say that words like 'orgy' in the headline are good for pageviews. Personally I think it just leads to confused...

How General Electric Became a Basket Case (GE)

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From Political Calculations: In the 1980s and 1990s, General Electric ( NYSE: GE ) was led by one of the most influential corporate chiefs...
Sunday, February 20, 2011

Visit Beautiful Madison, Wisconsin

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Pity that the Wisconsin Tourism Federation changed their name back in '09.* Here's some Wisconsin history you probably didn't...