Tuesday, December 29, 2015

World's Saddest Political Story

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From Reason: "One person shows up to O'Malley event in Iowa, remains uncommitted" Seriously, not the Onion. Kenneth br...

Farewell Natural Gas, It's Been Fun

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I think it's time to bid adieu to natty for a while. $2.358 up another 10.2 cents. Here's the recent action via FinViz:   Janu...

Finance: Where Will Miners Get The Money? (GLEN.L; VALE; SLW)

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From the Wall Street Journal, Dec. 28: Key Funding Source for Miners Is Depleted  For struggling mining companies, an important source o...

Bloomberg's Matt Levine On SunEdison and Some Other Stuff (SUNE)

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After the big "Holy smokes, five years of tax credits?!?!" move ($4.07 to $6.85 in a week) the stock has been trading down the las...

Climateer Line of the Day: Perils of Prognostication Edition (or was Greenspan just a straight up con man?)

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Canada's Financial Post has a column, " Why oil forecasting is a crap shoot, and free oil for the world ain’t going to happen ...

Uh Oh:"People are starting to see insurance as an asset class, Lloyd’s Chairman"

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Remember when the friendly guy from Goldman first showed you the " The Case for Commodities as an Asset Class " PowerPoint, Mr. pe...

"Avoid Firms with CFOs that Golf All the Time"

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From Alpha Architect: Chipping Away at Financial Reporting Quality Abstract: Chief financial officers are responsible for managing ...
Monday, December 28, 2015

UPDATED--"State Department Lists 'Bringing Peace, Security to Syria' Among Top 2015 Accomplishments"

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Update below. Original post: Cool, peace in our time, I can roll with that. From Reason's Hit & Run blog: Ahh, Syria circa 20...

"Drone ETF In Development, No Word On Hoverboard Fund… Yet"

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I don't often go back to the same source twice in a day but that headline gets at least 500 bonus cynicism points. From Barron's Fo...

"Natural Gas Rises on Signs of Rebalancing Market"

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We started sniffing at the bullish side of the market with Dec. 14's " Natural Gas: Arctic Oscillation Index Turns Negative "....

"An Unkind Day For Crude" (and Credit Suisse says maybe the $20's)

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As noted last Wednesday : New front futures (Feb.) $37.62 up $1.48 (4.10%). Yesterday's move on the API report, combined with today...

Capital Drought Will Spark Unicorn M&A Orgy

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The internet has some odd offerings when you ask it for "Unicorn orgy". From Reuters BreakingViews: A capital drought may s...

Major League Smarts: "16 mobile theses"

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From Benedict Evans: We’re now coming up to 9 years since the launch of the iPhone kicked off the smartphone revolution, and some of the ...

WSJ: "At Theranos, Many Strategies and Snags"

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Following up on yesterday's " Blooomberg's Matt Levine on Theranos ".  We're starting to get into the details of wha...

"Global Stocks, U.S. Futures Slide As Oil Resumes Drop, China Stocks Tumble Most In One Month"

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I'm not sure why ZH is making a big deal out of the "Year ending in '5'" thing, it's 13 data points. In news more...

Google and Johnson & Johnson Conjugate to Create Verb Surgical, Promise Fancy Medical Robots

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From IEEE Spectrum:   This week, Google’s Verily (formerly Google Life Sciences) and Ethicon, a Johnson & Johnson medical device c...

"Roundup Of Internet of Things Forecasts and Market Estimates"

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From Forbes: With the potential to streamline and deliver greater time and cost savings to a broad spectrum of enterprise tasks, opportun...
Sunday, December 27, 2015

What Changed In Russian Central Banking? "Turning the Russian petro-monetary transmission mechanism upside-down"

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Although written over a month ago this piece makes a good follow-up to Dec. 14's " Russia Central Bank Prepares For Three Years of ...

Blooomberg's Matt Levine on Theranos

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From Bloomberg , Dec. 21: ...People are worried about unicorns. I have to say that I don't understand the public relations strategy ...

Germans Still Hoarding Old Deutschmarks (€6.6 Billion Worth)

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From Deutsche-Welle: Germans still hoarding old Deutschmarks, as central bank issues reminder You can exchange them for legal tender in ...