Friday, April 24, 2015

"Glut of Capital and Labor Challenge Policy Makers"

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Apparently a surfeit of abundance.* From the Wall Street Journal: Global oversupply extends beyond commodities, elevating deflation risk ...

Oil and Conspiracies: Saudi Exports to the U.S.

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A couple weeks ago I noted en passant: We're still looking for another leg down in prices, in part because the Gulf Coast refineries ...

"Saudi Arabia’s Oil-Price War Is With Stupid Money"

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From Art Berman's blog: Saudi Arabia is not trying to crush U.S. shale plays. Its oil-price war is with the investment banks and th...

Grantham, Mayo, Van Otterloo's 7-Year Asset Class Performance Forecast

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We've linked to a dozen or more of the forecasts over the years, see special notes (*) below. Mish Shedlock via Market Oracle : As of...
Thursday, April 23, 2015

"Hedge funds bet big on oil price rally"

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Brent $64.81 up $2.08; WTI $57.56 up $1.40. From the Financial Times: Hedge funds have placed one of their largest ever bets on a rally ...

Questions America Wants Answered: Which Bond Villain Plan Would Have Worked?

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When Encore ran their Bond marathon last month we expected a bunch of Bond references from the pundits and had this piece ready to go. Unfo...

Oil: Who Produced How Much Last Month

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Brent traded over $64 for the first time this year while June WTI is up $1.79 at $57.95. From Peak Oil Barrel, Apr. 22: The OPEC Monthly ...

Natural Gas: Futures Traders Dazed, Confused

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We continue to bet lower and see about a 1-in-5 chance the futures touch $2.00 before the start of the heating season. The five-year averag...

"Are Value Investing and Momentum Investing Robust Anomalies?"

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One of the few examples where Betteridge's Law of Headlines is not operative and the answer is Yes . From Alpha Architect: Beating a...

Oppenheimer (Gheit) On Oil & Gas: Q1 A Bloodbath

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From ValueWalk: Q1 2015 A Total Bloodbath For Oil & Gas Sector: Oppenheimer Oppenheimer says look for a poor first quarter, but that ...
Wednesday, April 22, 2015

"Sotheby's 'perfect' 100-carat diamond sells for $22 million"

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Following up on " The bull market case for narcissism ". From CNN: A "perfect" diamond said to be so large that it d...

"The bull market case for narcissism"

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From Canada's National Post: If you’re pretty vain, you’ll probably think this story is about you. But really it’s more about how you...

Back to the Future: "UK’s Renewable Energy Targets Drive Increases in U.S. Wood Pellet Exports"

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From the U.S. Energy Information Administration's Today In Energy: Source: U.S. Energy Informa...

Tool Use Observed In Netherlands Zoo Chimpanzees

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Via Kids Prefer Cheese : Don't drone me, bro. Here's Arnhem's Burgers Zoo 's YouTube channel .

John Deere Tells Patent Office That Purchasers Don't Actually Own the Machine They Paid For (DE)

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Implements as a Service is NOT very catchy. From Wired: It’s official: John Deere and General Motors want to eviscerate the notion ...

"Munich Re forecasts $3B+ cat bond issuance for second quarter 2015"

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The cat lives! From Artemis: Global reinsurance firm Munich Re, the largest reinsurer in the world, said in its latest catastrophe bond ...

Earth Day Cofounder Killed, Composted, Girlfriend

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From NBC News (April, 2011): Ira Einhorn was on stage hosting the first Earth Day event at the Fairmount Park in Philadelphia on April 2...
Tuesday, April 21, 2015

Borrow In Dollars, Pay In Tears

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We've said ad nauseum*: It is very dangerous to borrow in a currency other than the one in which you earn your income.   From Blo...

"Market Wrap: Oil Sells Off As Saudis End Military Operations In Yemen; Gold Ticks Higher"

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Oil has become a slave to the dollar. From Hard Assets Investor: Oil was the only notable mover today; other commodities were narrowly mi...

NiemanLab On The Wall Street Journal's Web Redesign

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From the Nieman Journalism Laboratory: After the launch of its long-awaited web redesign, The Wall Street Journal hopes to spur innovation...