Tuesday, January 29, 2019

"Apple sees U.S.-China tensions easing, services business growing" (harmony and understanding sympathy and trust abounding)

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No more falsehoods or derisions Golden living dreams of visions Mystic crystal revelation And the minds true liberation F...

A Look At the Components Of the PHLX Semiconductor Index (SOX)

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From MarketWatch: Updated with Nvidia’s announcement on Jan. 28 that it was lowering its fourth-quarter revenue guidance significantly. ...

"North Koreans Struggle to Fulfill Daily Human Manure Quotas"

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The Kim clan seem to have something of a fetish with human waste. Kim Jong-Il had his army draw up plans to bombard the south with poo-ballo...

“We believe we will offer in a year's time a complete cure for cancer"

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And now to the weather.... Just kidding, here's the Jerusalem Post, Jan. 28: A cure for cancer? Israeli scientists say they think th...

China, China, China (China's Pretty Important)

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From FT Alphaville: The global economy's second sun In our solar system, eight planets (sorry Pluto) revolve around the sun. As Ste...

For Sale: Commercial/Office Building, NYC

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From Town & Country Magazine: The one-time tallest building in the world is an iconic part of Manhattan's skyline. One of New Y...

Ahead of Today's Earnings Release: "Here’s how things could get even worse for Apple" (AAPL)

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From Fast Company, Jan. 28 Anybody with interest in Apple–financial or otherwise–knows the company bummed everyone out  on January 2 whe...

Shipping: "CMA CGM Launches Offer to Buy the Rest of CEVA Logistics Shares"

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Back in October 2018 the FT's David Keohane was the first reporter we saw with the story on how French shipping major CMA CGM was posit...

"Intel to Invest $10.9 Billion in New Israeli Fab" (INTC)

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Intel has publicly stated they will never again build a new factory in California. In fact, when they closed Santa Clara's D2 fab in 200...
Monday, January 28, 2019

"Stock Market Futures Extend Losses On Big Caterpillar Earnings Miss" (CAT)

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Keeping up with the Dow Joneses. CAT is a component so, running the pre-market action: down $7.87 (5.75%) to $128.99 through the divisor and...

The Federal Reserve May Be Reconsidering 'Autopilot' Balance Sheet Reductions

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But not today. And we will be keeping an eye on February 20 when $30 billion of treasuries and agencies are expected to roll off, although ...

Shipping: "Qatar eyeing orders for 60 new LNG tankers"

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From LNG World News, Jan. 28: South Korean shipyard are bracing for a jump in liquefied natural gas (LNG) shipbuilding contracts from Qata...

Shipping: "Brexit boosts container ship rates as public, businesses stockpile goods"

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Another knock-on effect: you have to assume inventory turns for the big four grocers are going to plummet after the flurry of activity exhau...

ISIS Placed On CreditWatch - Negative

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That headline is " f ā ke ™ " or, in the words of Sheldon Cooper "A big fat whopper". Most of the agencies remain neut...

Catastrophe: "PIMCO and Allianz to partner on new ILS investment operations"

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Why not just take it to the next level and throw a wrapper around a bunch of Allianz cat bonds/reinsurance and stuff product (and underprice...
Sunday, January 27, 2019

So You Want to Be A Natural Gas Trader: The Temperature In Chicago Will Drop To -20°F This Week (-29°C)

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And yet, no action in the futures: FinViz Why? Because next weekend is supposed to be 35°F and rainy. Followed by below freezing. S...

"William Shakespeare: gangster"

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"...an indefatigable Canadian by the name of Leslie Hotson , best remembered today as the man who first stumbled across the records o...

John Kay: "The Concept of the Corporation"

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The writer, economist John Kay, is a visiting Professor at the LSE and a sometimes-columnist for the Financial Times for the last 25 years....