Wednesday, November 28, 2012

Yes Virginia There is a Santa Claus Rally

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For the second time * in less than a month: Apologies to the ghost of  the New York Sun's Francis Pharcellus Church who scribbled the...

Headline of the Day: Alpha-Omega Edition (AMZN; GOOG; YHOO)

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Barron's Tech Trader Daily gets the nod: "Cowen Initiates Coverage On Almost Everything;  Likes AMZN, GOOG"  Cowen &...

A Chance to Short Silver (SLV)

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Don't look now but commodities are getting spankedin all the major classes. Comex silver $33.08 down a buck, iShares Silver Trust $32.0...

"General Electric Pitches an Industrial Internet" (GE)

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Although the term "Internet of Things" goes back at least a decade something has happened in the last three or four weeks to make ...

This is Starting to Get Serious: Shanghai Index Sets Another New Low

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From FT Alphaville: China’s woeful stockmarket Lately it seems like no amount of happy newsflow about the latest Greek reprieve or posi...
Tuesday, November 27, 2012

One Indicator Says Get In There and Buy Stocks Now

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It's our spec money proxy, First Solar, up $1.04 at $26.35 with the S&P at 1398.14, down 8.15; DJIA 12,870, down 97.22

Where Good Ideas Come From: The Natural History of Innovation

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From Farnham Street: The printing press and innovation. From Steven Johnson’s Where Good Ideas Come From: The Natural History of Innovat...

The Man Who Ruined an American President and Brought on a Stock Market Panic

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We'll be coming back to the firm of Grant&Ward, the Panic of 1884 and the Failure of the Marine National Bank. From the New York Ti...

Basically the Best Economics Article of All Time

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Do read past the jump, it just builds and builds, sort of the Boléro of  illustrated econ. From What If? xkcd: Cost of Pennies “If y...

You Can Now Guarantee a Win in Wednesday's $500 Million (est) Jackpot

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From Carney at CNBC's Net Net: Now that the Powerball jackpot is worth over $500 million, it has become theoretically easy to guarant...

Spanish Homes Going On the Block

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Benahavis Spain Listing

NASA Turns to 3D Printing for Self-Building Spacecraft

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Self building? Oops, I've just picked up a fault in the AE35 unit. It's going to go 100% failure in 72 hours. Toodles, Dave. ...

Uh Oh... Shanghai Stock Exchange Index Closes at a Four Year Low

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It's hard to see how the rest of the world's markets can power ahead without China. From ZeroHedge : Shanghai Composite Drops To ...

Brexit? London’s Euroskeptics Play Key Role in Fruitless EU Budget Talks

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From Alpha Now: Tough times bring the British Euroskeptics in force, and with Prime Minister David Cameron now in their corner, their opp...

Uh Oh... Futures Suggest 2013 Corn at $5.80, $12.40 Soybeans

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Currently: Corn $7.5475, Beans 14.3550, both up 1/2% or so. From the University of Illinois' FarmDocDaily: 2013 Net Farm Income Projec...

Crazy Accurate Election Cycle Stock Market Indicator

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I haven't had much interest in calendar trades since the Stock Trader's Almanac got popular because, as we saw yesterday , although...
Monday, November 26, 2012

Could North Koreans ever really invade America?

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Questions no one is asking. (other than FP) From Foreign Policy's Passport blog: In the 1984 film Red Dawn , the Soviet army destroy...

Chartology: EUR/USD

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1.2969 +0.0088 last. I don't usually try to read the tea leaves on this short a timescale but thought "If we get some EndOfDay weak...

Kyle Bass' Hayman Capital Management Letter to Investors (Nov. 2012)

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Via Guru Focus : Kyle Bass HT: Points and Figures (2nd time in 24 hours) This year: Kyle Bass: "We believe that war is an inev...

McKinsey--"Manufacturing the Future: The next Era of Global Growth and Innovation (DDD; SSYS

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Gentle reader is probably sick-unto-death of me quoting myself: Why do I think the next secular bull market will be based on some combin...