Wednesday, February 25, 2015

Predict Putin's Next Moves By Tracking Crony Insider Trading

›
From Bloomberg: At first glance, President Vladimir Putin's Russia may seem like a traditional rogue dictatorship whose actions are i...

Larry Summers' Feb. 19 Speech: "Reflections on Secular Stagnation"

›
From the blog of Lawrence H. Summers: Summers gave the keynote address at Princeton University’s Julius-Rabinowitz Center for Public Poli...

PowerShares ‘Temporarily’ Halts Creations in 11 Commodity/Currency ETFs (DBC; UUP)

›
From Barron's Focus on Funds: Fund company PowerShares “temporarily suspended” share creations in nearly a dozen commodities and cur...

"Be Calm, Robots Aren’t About to Take Your Job, MIT Economist Says"

›
I'm open to a convincing argument but I don't think this is it. From Real Time Economics: MIT economics professor David Auto...

Chartology: Crude Oil

›
WTI has been bouncing between $54 and 48 (approx) I had thought that might change when April became the new front mont but nothing yet. $49...

Rule Britannia: FTSE Finally Sets a New Record, Now Wot?

›
Yeah, yeah, never, never, never shall be slaves is wot. From FT Alphaville: How to play Footsie Now the FTSE 100 has broken through to ...

Roman Abramovich Invests $15M In New US Fracking Technology

›
Do not buy this stock. I'm posting this as a lead in to some stuff on the oil service companies, NOT as a recommendation of any sort. ...
Tuesday, February 24, 2015

"First Solar, Inc. Announces Fourth Quarter and Full Year 2014 Financial Results" (FSLR)

›
The after-hours reaction is muted, down 7 cents at $54.63. Conference call at 4:30 PM EST, more to come. From the company: ...

"Wait For the ‘Second Low’ Before Buying Energy Stocks" (XLE; XOP)

›
After touting the hydrocarbon equities for the last six months, Barron's may have caught on to the fact that the decline in prices is a ...

"The Fed Is Not Going To Hike Interest Rates, Not Now, Not Ever"

›
From iBankCoin: You Will Lose Betting Against Governments Big moves happening in the solar sector today. I would not chase those fucker...

Some Details on Porsche's Tesla-fighter: 600 Horsepower...

›
From autoblog: Porsche's Tesla-fighter could have 600 hp and 300-mile range Will this be the Ragin' Pajun? Some details on the ...

International Tech City Metrics

›
From the Wall Street Journal's Venture Capital Dispatch: Austin Beats San Francisco in Savills’ Tech City Metrics San Francisco may ...

The Softer Side Of Goldman: "...human beings as our greatest resource, and from time-to-time, they make mistakes" (GS)

›
From Footnoted: Goldman Sachs says “People are People” Buried in the 405-page tome that Goldman Sachs filed at 9:44 pm last Friday sev...

After 8 centuries, Rats Exonerated in Spread of Black Death. It May Have Been Their Cute Cousins, the Gerbils

›
From the Washington Post: After nearly eight centuries of accusations for spreading the bubonic plague, scientists say they have compelli...

Ahead of the Report: "Fed Chief Yellen Will Dampen Expectations of a June Rate Hike"

›
From LearnBonds: Federal Reserve Chair Janet Yellen is scheduled to deliver the central bank’s semi-annual economic report to the U.S. Co...

"...Japan’s Best Strategy to Defeat China at Sea"

›
From The Diplomat: In order to win, Japan should give China a dose of its own medicine.  The Japanese Maritime Self-Defense Force (JMSDF...

"Anti-Aging Experts Made a Million-Dollar Bet on Who Dies Last"

›
From Gizmodo: Even 10 years ago, the idea of reversing aging and conquering human mortality was still fringe science, seen as snake-oil...

Sunpower Reports Earnings (meh) Merrill Surprised By Scope of JV Yieldco Plans (SPWR)

›
Here are SPWR's Q4 and Year End 2014 numbers , good, not great. The stock is up 16.44% at $32.37. From Barron's: First Solar Up 1...

"First Solar, SunPower Ink Deal For YieldCo" IPO, Stocks Soar (FSLR; SPWR)

›
Just like old times, 10%+ moves just to make sure you're paying attention. In pre-market trade FSLR up 14% at $56.59, SPWR up 15.61% at...

The Riddle of Tampa Bay: Two of The Best Stock Pickers Of All Time

›
From Chief Investment Officer: Harold and Jay Bowen who alone have managed billions for Tampa's police and firefighters for forty year...