Thursday, March 26, 2015

Any Thoughts On Where The Dollar Decline Might Bottom?

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Dollar Index 96.5260 down .4530. 94.90 looks like one of them resistance lines which often become support when the direction changes: ...

"Oil prices surge after Saudi air strikes in Yemen"

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Following up on yesterday's " Saudi Arabia Moving Artillery to Border With Yemen ". WTI up 4.29% at $51.42; Brent up 4.3% at...
Wednesday, March 25, 2015

Content Wars: Publishing’s future is Facebook’s past.

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Following up on yesterday's " UPDATED--Journalism: Facebook Is About To Jump Into Content, Big Time ". From The Awl: Jou...

Investing: Oh Great, Here Come the Cyborgs

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Honey, we're invited to dinner at the Cyborgs, what should I tell them? From FT Alphaville: When markets become self aware What ar...

Saudi Arabia Moving Artillery to Border With Yemen

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From Reuters: Exclusive: Saudi Arabia building up military near Yemen border - U.S. officials Saudi Arabia is moving heavy military equi...

Who the Heck Is The "Office Of Financial Research"? (financialresearch.gov)

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From MarketWatch: Office of Financial Research: high valuations and high debt levels pose risks Wall Street can’t say it hasn’t been warn...

Stock Manipulation In the World's Largest Solar Company

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Alternate headline: "How to Do Business Journalism." Seriously. If the writers were US based, this reporting would be up for a P...

"The 20 Million Barrels of Pure Profit Sitting in U.S. Oil Tanks"

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Most active May's $47.42 down 9 cents. From Bloomberg:  Just as Wall Street says the U.S. is running out of room to store oil, it tur...
Tuesday, March 24, 2015

"Wall Street’s infiltration of Silicon Valley is a bad sign for the US economy"

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From Quartz: Morgan Stanley CFO Ruth Porat is off to manage Google’s finances , and her new job has become a useful data point in the deb...

UPDATED--Journalism: Facebook Is About To Jump Into Content, Big Time

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Update via Techmeme: Facebook is in talks with several media firms, including Vice, The Onion, and Vox Media, to produce high quality sho...

Uh Oh, Assets In The Rydex Biotech Fund Are Up Ten-fold In Four Years (XBI; RYOIX)

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It wouldn't be such a big deal but for two things. 1) The Biotechs are approaching escape velocity: Presenting the XBI Biotech ETF ...

Basic Materials: What's New In the Sand Business? (SLCA; EMES)

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About as basic as it gets, eh what? From RBN Energy: When The Sand Goes Down – Prospects For Fracking Proppants After The Price Crash L...

Politics: The GOP Dilemma-Voters Have Soured on Tax Cut Ideas

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The writer, James Pethokoukis, scribbles for the American Enterprise Institute while maintaining an intellectual honesty that is almost unkn...

"Ag prices 'may rebound', after hedge funds turn most bearish ever"

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As noted in March 18's " Crops The Worst Bet Among Commodities, says Goldman ": One of the reasons we flagged them for a pos...

Here Comes Another Solar Installer/Financier

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From the Wall Street Journal: Solar-Energy Company Sunrun Preparing for Potential IPO Sources say timing and final price not yet finaliz...

Risk: "Why forest managers want to set fires but can’t"

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The incidence and size of U.S. wildfires has fallen dramatically over the last three years, facts I've not seen rigorously examined eith...
Monday, March 23, 2015

"Scientists at Large Hadron Collider hope to make contact with PARALLEL UNIVERSE in days" (time to dust off the 'end of the universe' puts?)

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In comparison I don't feel I've gotten a lot done today. From the Daily Express, Mar. 20: SCIENTISTS conducting a mindbending exp...

Simple Macroeconomics: A Stronger Dollar Means More Pork Chops on the U.S. Grill

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Not a part of our "Je suis Porky" series. From Barron's Commodities Corner: The surging greenback makes it tougher for U.S....

Billionaire Hedge Funder Paul Tudor Jones Says Inequality Will End

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"If something cannot go on forever, it will stop." -Herbert Stein, “ Problems and Not-Problems of the American Economy. ” Jun...

Mutual Funds In the Venture Capital Business: “Eye-Popping Valuations”

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Maximizing expected future returns. One of our favorite topics, along with agricultural commodities and production, materials science, rea...