Tuesday, June 28, 2011

Back When Jeremy Grantham Was Too Optimistic: August, 2007

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This is a repost from August 28, 2007: Grantham says the S&P 500 could lose 40% between late 2008- Jeremy Grantham, chairman of insti...

Follow-up: "Nat Gas: bubble, boon or break-even? *updated*" (APC; CHK; DVN; RRC)

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Industry responds to the New York Times articles linked in yesterday's "Behind Veneer, Doubt on Future of Natural Gas" (Leaked...
Monday, June 27, 2011

Is The Big Money Looking for a Credit Anstalt in Italy? (GS; JPM)

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I've mentioned Credit Anstalt a few times. Both Ambrose Evans-Pritchard and I were thinking about counterparties and bank runs. The coll...

Inflation: "Core cuts both ways"

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In last week's " Paging Paul Krugman: The Poor and Middle Class Pay the Inflation Tax " I said: Professor Krugman has stopped...

"The Financiers Who Helped Back N.Y. Gay Marriage Campaign"

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With the run-up to the 2012 election we'll be highlighting Wall Street Money in politics. There are some amazing connections. From Dea...

Solyndra’s Solar Loan From DOE Under Investigation

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From Greentech, who have followed the Solyndra story almost as closely as I have: Today is the start of an investigation into DOE loan gua...

Updated--"Behind Veneer, Doubt on Future of Natural Gas" (Leaked Documents. E-mails) UNG; CHK; SWN; COG

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Update: " Follow-up: "Nat Gas: bubble, boon or break-even? *updated*" (APC; CHK; DVN; RRC) " Original post: Sounds bu...

Knowledge@Wharton: "Where Markets Are Hot: Opportunities for Venture Capitalists Across the Globe"

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From Knowledge@Wharton: From China and India to Southeast Europe and Latin America, the rise of huge young populations of middle class co...

"Will the CFTC Prosecute Obama and the IEA for Manipulation?" (USO)

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Following up on Friday's " Barack H. Obama: The Trader-in-Chief ". From The Streetwise Professor: The IEA and the United St...
Friday, June 24, 2011

What does Whitey Bulger know about the 1990 Gardner Museum art heist?

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From the Los Angeles Times: In 1990, two men dressed as police officers broke into the Isabella Stewart Gardner Museum in Boston and stole...

Barack H. Obama The Trader-in-Chief

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From Fast Money: With US crude prices already down 16 percent from their April high, pundits and politicians everywhere were asking Thursd...

What's Mooving? "Live-Cattle Prices Surge " (higher prices for what's on your table)

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From the Wall Street Journal: Fewer Heads Fattened for Slaughter; Higher Beef Costs Seen  U.S. cattle prices soared this week as the numb...
Thursday, June 23, 2011

Investment manager Rob Arnott’s plan to weather the U.S. ‘debt hurricane’

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Arnott is a pro's pro. From MarketWatch: QE2 is steaming into port, and Capt. Bernanke is about to broadside the S.S. United States. ...

Goldman Sachs on Oil: "Whatever" (GS)

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Hey, when you can't beat Vitol beat your clients.* From ZeroHedge: Uber-Flip flopper extraordinaire Goldman Sachs just cut its Brent t...

"Gold Finds A Way To Kick John Paulson When He’s Down" (as foretold by the prophecy) XAU; HUI: GLD; GDX

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From May 20th's " What To Expect As QE 2 Ends... ": I don't think that gold bucks the trend this time. Down, then up on Q...

Uranium Market Outlook from Royal Bank of Canada (and an Analyst I've never heard of says "Nowhere to Go but Up-Stocks to Follow") CCJ; PDN.tsx,asx; URA; BHP

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...Words like "uranium", "rare earths", etc. seem to be magic to  those unsuspecting who are often fleeced... Gerald M. ...

"Obama Taps Petroleum Reserve. Consider This Q.E. 3" and Analysts React

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I used to think the operative word in Strategic petroleum Reserve was "Strategic" but Politico has it as their lead story. The H...

Holy Crap: If You Thought the Finance Biz Reached Its Creative Apex With Swaptions on Sub-prime CDO's...

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From FT Alphaville: China and the magic financing (soy)beanstalk Whoah… Did you think commodity collateral shenanigans had been rumbled ...

UPDATED--"Oil Crushed as IEA Releases 60M in Reserves" (USO)

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Update: "Obama Taps Petroleum Reserve. Consider This Q.E. 3" and Analysts React . Original post: MarketBeat on the, umm, Oilbea...

The Only Thing Worse Than Goldman Manipulating Commodities Markets Would Be the United Nations Having a Go at It

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Long time readers know that I am dead set against the big financial intermediaries gunning consumables. Let them run gold to a bazillion but...