Wednesday, January 29, 2014

Paul Wilmott: You Naughty Media Spies

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No we're not talking Piers Morgan or Rebekah Brooks. From Paul Wilmott's blog: I'd like to share statistics that I recently d...
Tuesday, January 28, 2014

"The Best State of the Union Drinking Games 2014"

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From the International Business Times: President Barack Obama will deliver his fifth State of the Union address on Tuesday, and even some...

"Which Sectors are Bouncing?"

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From Bespoke Investment Group: We won't know whether this is just a dead-cat bounce or the start of another move higher for a few mor...

James Chanos: ‘We’re Still Short Caterpillar’

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If pressed I'd have to agree with Mr. Chanos, the big cyclical is just too exposed to too many potential problem areas. The stock is up...

Stephen Roach: "America’s False Dawn"

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Being the kind of "Hope for the best, plan for the worst" guy that I am... From Project Syndicate: NEW HAVEN – Financial market...

"Scientists say the Black Death 'could happen again'"

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As Grandmother used to say "It's one tham ding or another". From io9: An international team of researchers has discovered...

By What Benchmarks Should Hedge Funds Be Judged?

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I propose: "Can they beat the Little Sisters of the Poor at polo?" John Authers has some other ideas. From the Financial Time...

Chicago Fed's Beige Book Warning to Farmers: Plant Corn, Lose Money

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According to some ag economists, at current prices it looks as if there could be losses of $150-200/acre. This is a couple weeks old but v...

Ahead of the SOTU: The List of Unilateral Actions President Obama May Take on Climate and Energy or How To Make Money Off This Stuff

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From our June 25, 2013 post " The Obama Climate Plan, June 2013: Sweeping Executive Power ": There is going to be a lot of money...

Asset International's Periodic Table of Hedge Fund Strategy Returns

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From Asset International's Chief Investment Officer: Infographic: 2013 Periodic Table of Hedge Fund Returns  The ever-popul...

Transcending Dimensions

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From CubicleBot :

Commodity Currencies Present a Conundrum

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From the ChartWatchers blog: Recently, the IMF Leader - Christine Lagarde - talked about deflation. She announced we must...
Monday, January 27, 2014

Kleiner Perkins Founder Says Google Bus Protests NOT Like Kristallnacht; Firm Denies Knowing Mr. Perkins

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Following up on " Kleiner Perkins founder says Silicon Valley elite are being treated like Jews in Nazi Germany ". Lifted in toto...

Dear Airbnb: Charging Rent to Someone Is Not "The Sharing" Economy

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Dude can't have it both ways, either he's a for-profit commercial venture or he's not. From the Wall Street Journal: Brian Ch...

Natural Gas Volatility Crushed Some Big Funds

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This article is in regards to 2013, the story on the last week or so won't be written until the end of the first quarter. We talked abo...

United Arab Emirates Considers IMPORTING Natural Gas From The United States

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From Arabian Business: UAE mulls natural gas imports from North America  The UAE, a Gulf OPEC oil producer, said it was looking at the ...

Propane Prices Hit $210 Barrel as Propane/Ethane Mix is Negative 50 Cents/Gal

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Since natural gas is, at least on the blog, untradable -up 9.6% on Friday, ranging between $5.44 and $4.83 today, today-we'll check in o...

Natural Gas: New York City Weather Forecast Is "Slightly Less Wanting to Die"

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From The Awl : Extended: Tuesday-Wednesday: Another Deep Freeze. Highs, mostly in teens. Thursday-Friday: Less harsh. High near 32. Do n...

German Executives Optimistic, Probably Don't Know The NSA Engages in Industrial Espionage Against Them

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Now is the time we juxtapose. From Quartz: German executives are optimistic, but they might be getting ahead of themselves The euro z...

"Insurers weigh risks of an oil-train catastrophe"

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John Kemp writing at Reuters: In the event of a mass-casualty accident involving the derailment of a crude-carrying train in a densely pop...