Wednesday, July 31, 2013

"Build Your Own Fed Statement"

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From Mortgage Daily News: Parsing the Fed is everyone's favorite game, so before the Fed wraps its fifth meeting of 2013 this afternoo...

Potash and the Commodity Supercycle

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The producers are all down, averaging around 6%. From the Wall Street Journal's Heard on the Street column: Collapse of a Potash-Mark...

Venn In Wall Street... (JPM)

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...do as the Wall Streeters do: - williambanzai7

Lines on Charts: "Corn Seen Sliding Below $4.50 on Bear Flag"

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Oops, there appears to be a problem with the chart, that's the September contract above while we have been looking at the December con...
Tuesday, July 30, 2013

Intrepid Potash to Report Tomorrow, Conference call on Wednesday (IPI)

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They will be the first to talk to shareholders after the fertpocalypse unleashed by the low cost producer OAO Uralkali . Intrepid is a very...

"What Haven't We Securitized? I Know, Rent Payments"

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That was the title of a post last September. And here's today's news via ZeroHedge: Here We Go Again: Step Aside RMBS, Rent-Back...

Why Do All Hollywood Movies Lose Money?

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From Priceonomics: Star Wars: Return of the Jedi.  Forrest Gump .  Harry Potter and the Order of the Phoenix.  What do ...

Oil: Where We're At

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One of the dumbest things you can do while at the market is have multiple positions across multiple markets that have the same core thesis b...

"Natural Gas Ends at Five-Month Low on Demand Concerns"

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$3.4450 last. Inching closer to our $3.24 target, natty traded as low as $3.4180. There is one fly in the ointment, if equities head south ...

Tomorrow's GDP Report: Let's Just Tank This Market and Get It Over With

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DJIA 15540; S&P 1688. How's about 1670 and 13,200 just for grins and giggles. And while we're at it, gold up to $1360 would be ...

"The Robots Are Coming (To Mow Your Lawn)"

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I understand that domestic employment for positions ranging from butler to valet to cook to gardener is booming but some people aren't ...

When the President Speaks at a Corporation: "stock prices for companies the president visits increase about three percent the day before an Obama appearance"

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Amazon traded as low as $295.55 on Friday and as high as $313.00 yesterday, a bottom to top swing of 5.90%. From the Atlantic Wire: Obama...

Blueprint For America: "Fascist Italy's Experiment With Economic Corporatism"

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From our March 2013 post " Copyright Infringement Now Seen As Terrorism ": As Political Capitalism becomes indistinguishable f...

Holy Crap: Russia pulls out of cartel, potash prices expected to plunge (AGU; POT; MOS; GLEN)

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In late pre-market trade Agrium is down 8.67% at $ 83.50, Mosaic is Down 24.07% at $40.36 while Potash corp is down 23.01% at $29.18. A year...

"Treasury bill supply hits new lows"

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From Sober Look: Since the beginning of the year the US treasury curve has steepened substantially, with yields on the short-end actuall...

"(Sm)art Investing: Rich Move Assets from Banks to Warehouses" ($4 trillion in 'treasure' assets)

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From Der Spiegel: Getty Images To avoid paying taxes, the rich are emptying their bank accounts i...
Monday, July 29, 2013

Too Funny: Another Earnings Report, Another Dividend For Ackman to Pay (HLF)

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The last number I remember for Pershing Square's short position was 20 million shares. At 30 cents per Mr. Ackman is going to have his ...

Silicon Valley: The Startup Crowd Is Becoming an Actual Cult

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Sometimes I have trouble deciding if the emphasized syllable is "Sili" or "con". From ValleyWag: When the Valley van...

"What next for the 'Wall Street Refiners' as JPM exits physical commodities?"

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Maybe Blythe Masters goes full coup d'état on Dimon's ass. From Reuters: As JPMorgan Chase & Co ( JPM.N ) prepares to exit p...

"Corn Extends Drop to 33-Month Low on U.S. Crop; Soybeans Decline"

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Bankers serving ag regions are starting to get a bit nervous. Corn $4.7175 down 4.25 cents, wheat $6.5150 up 1 1/4, soybeans $12.1275 down ...