Friday, August 26, 2011

Irene's eyewall collapses; further intensification UNLIKELY (ALL; TRV; CB; BRK.b)

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Allstate is up 1.27% (and seems cheap at $24.74, The Travelers is up 3/4%, Chubb, with a large presence in the Northeast is up 1.64%. From ...

Bernanke: No to More Cowbell Despite Pleading from Goldman and the Band

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At the Jackson Hole Annual  Economic Policy Symposium. Transcript: Bruce Dickinson : Alright, guys, I think we're ready to lay this fi...

Hurricane Watch: Gas up, Grab Some Cash

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Those are the tips from a buddy in Houston. When the power goes out ATM's stop dispensing and the pumps don't pump. He says even a...

New York City Waiting for Irene: What to Expect When the Storm Arrives

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We last visited the WSJ's Metropolis blog on August 31, 2010: " Hurricane Earl Forecast: Storm Increasingly Likely for New York ...

Wall Street Goes Down on the Farm (Don't wear the Bruno Magli's) ADM; CF; MOO

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The writer, Tom Polansek is one of the most professional scribblers on the Ag/commodity beat but I would bet real money that there were a co...

What Type of Movement Are SPX Options Pricing Into Jackson Hole (SPY; VIX; VXX)

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From Option Pit: ...One of the nice things about the weekly options is that on a Friday event we can figure out exactly what the options m...
Thursday, August 25, 2011

A Couple Hurricane Irene Driving Tips

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1) West 2) Fast Back tomorrow with treefall risks in North Carolina and Virginia, the special problems of the Chesapeake Bay, wind tunne...

Why Analysts Should Keep it Simple (BAC)

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I just read half of a manager's lengthy defense of a position in Bank of America that sounds to be seriously underwater. After a few th...

Conspiracy Theory: Is the Berkshire Bandito Frontrunning a Bernanke Annoucement? (BAC; BEK.a)

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From Economic Policy Journal : ...A trader emails: probably means Bernanke is going to offer the mkt something Remember, Buffett bought ...

Comparing Warren Buffet's Rescue Deals (BAC; GS; GE)

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From Deal Journal: Terms of Warren Buffett’s Rescue Deals Warren Buffett’s rode to Bank of America’s rescue this morning, by investing $5...

Buffett to Invest $5 Billion in Bank of America (BAC; BRK.b)

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BAC is up 17.74% at $8.23. From DealBook: Warren Buffett comes to the rescue, again. On Thursday, Berkshire Hathaway, run by Mr. Buffett...

This port ain't big enough for the both of us: Roman Abramovich's $1bn yacht refused mooring at Antibes

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It is a big boat.* From the Daily Mail: Even billionaires sometimes struggle to find space to park. For Roman Abramovich, that moment c...
Wednesday, August 24, 2011

Bow Down to China: "U.S. To Deny Taiwan New F-16 Fighters"

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From DefenseNews: Bowing to Chinese pressure, the U.S. will deny Taiwan's request for 66 new F-16C/D fighter aircraft, a Taiwan Minist...

What Can (should) Chairman Bernanke Announce at Jackson Hole?

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Folks who are betting on an announcement Friday have more guts than I do. To help refine the speculation here are some alternatives the Fed...

"Bank of America "Returns" The JPM Upgrade Favor By Slashing Jamie Dimon's Q3 EPS By 25%" (JPM; BAC; C; GS; MS)

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"Like a gang of clowns in a pie shop."* From ZeroHedge: One of the key catalysts (aside from the retarded rumor that JPM would ...

Profile: Paul Tudor Jones--"High Fees, High Life"

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Mr. Jones is one of the best at what he does, global macro. Links below the jump. From Deal Journal: Billionaire hedge fund manager Paul ...

Hurricane Irene May Skirt Carolina Coast, Target New York City

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And then visit the President and Michelle on Martha's Vinyard. Here's the current 5-day forecast, more on New York Hurricanes below...
Tuesday, August 23, 2011

Economic Policy Journal Doesn't Much Care for the National Infrastructure Bank

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No siree. From EPJ: I Warned You About the National Infrastructure Ban k On August 6, I wrote : Now a long-time D.C. insider has tipped ...

Bank of America Cruelly Brings Up SEC in First Line of Response to Henry Blodget; Dick Bove and Chris Crocker Comment (BAC)

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The stock is trading at $6.18, down 24 cents but off its low of $6.01. First up, Dick Bove, who appears to be suffering from some type of c...

Noblesse Oblige: "The aristocrats cashing in on Britain's wind farm subsidies"

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Okay, it's not Oblige, it's more like Noblesse, Score!!! From the Telegraph: The aristocrats cashing in on Britain's wind far...