Friday, November 27, 2020

"Grantham's Short Call Cost His Hedge Fund Over $2 Billion"

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 Following up on June 5's " "It's Pretty Obvious This Will End Badly": In Historic Reversal, Grantham's GMO Goes ...

Black Friday Stuff

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A repost from Friday, November 24, 2017. First up, the two Thanksgiving Day pieces from the Paris Review are just so satisfying I had the...

"Google plans fiber-optic cable linking Israel and Saudi Arabia"

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 From Middle East Eye Project would mark the latest sign of warming relations between the two historical enemies Google is planning to deplo...

"Dead minks infected with a mutated form of COVID-19 rise from graves after mass culling"

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 I thought mink were their own plural but apparently only sometimes. From USA Today, November 25: Minks infected with a mutated strain of CO...

Capital Markets: "Dollar Offered Ahead of the Weekend"

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Dollar Index futures are still trading sub-92 despite a small bounce off 91.86.  From Marc to Market: Overview: Equities are finishing the ...
Thursday, November 26, 2020

Thanksgiving and Beer

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First posted November 27, 2013 : From a 2011 email to a friend: So Thursday was beautiful and around 1:00 p.m. I said "I'd like ...
Wednesday, November 25, 2020

Thanksgiving Day Stories

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And I am outta here. Tomorrow we'll have our traditional Thanksgiving and beer post and back on Friday morning. From the Paris Review...
Tuesday, November 24, 2020

Since The U.S. Election The Oil & Gas Exploration and Production Companies In the S&P 500 Have Seen Their Stocks Rise 42.6% (XOP)

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That's based on the SPDR S&P Oil & Gas Exploration & Production ETF and compares with a 7.9% gain in the S&P itself. Fin...

"There Are No Short Sellers Left"

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 Uh oh. The lack of shorts doesn't itself mean the market is going down but it does mean that should something exogenous trigger selling...

Creighton University's Rural Mainstreet Index Retreats for First Time Since April: Bankers Expect 3.1% Decline in Holiday Sales

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 From Creighton's Heider College of Business: November Survey Results at a Glance: Moving below growth neutral, the overall index fell f...

El Niño/Southern Oscillation: Decisive Shift From La Niña To ENSO Neutral By 2021 North Atlantic Hurricane Season

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 Meaning that insurers/reinsurers putting through premium increases based on 2020 may be looking at superior underwriting profitability next...
Monday, November 23, 2020

Whatever Happened To 3D Printing? Relativity Space Closes a $500 Million Series D To 3D Print Rockets

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Additive manufacturing of metal: very important. We learned that during the great 3D bubble of 2012 with Sweden's Arcam : Despite my con...

"An heiress, a judge and a job: France's Sarkozy goes on trial for corruption"

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This has got to be hurting Chancellor Merkel, she and the little guy were close. See below for some early twenty-teens coverage. From Reuter...

Shipping: Container Industry Swings From Forecasted $23bn loss to a $14bn profit

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Speaking of doomsday dodged . From Splash 24/7, November 23: Container shipping has gone from doomsday to payday in the space of a few mont...

And In Other News, Nabisco Has Constructed A Doomsday Vault For Oreos

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From c|net, October 23: Oreo stashed its cookies in an asteroid-proof doomsday vault The cookies are prepared for the extremely slim c...

"UK’s Richest Man Partners With Hyundai To Make Hydrogen Happen"

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For some reason this story was getting play in Indian media. So, from Bloomberg via Live Mint, November 23: Ratcliffe’s Ineos Group will exp...

It's Complicated: "How the Race for a COVID-19 Vaccine Jeopardizes East Coast Shorebirds"

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 From Audubon Magazine, November 20: Vaccine production requires the blood of horseshoe crabs, whose eggs are a vital food source for sever...

"For Asia’s super-rich, Singapore family offices keep the wealth churning – but Hong Kong wants a piece of the pie too"

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From the South China Morning Post, November 21: James Dyson and the couple behind hotpot chain Haidilao are among those who have set up un...

Meanwhile In Philadelphia: Fifteen Mobsters Indicted On Racketeering, Other Charges

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From the U.S. Department of Justice : U.S. Attorney’s Office Eastern District of Pennsylvania FOR IMMEDIATE RELEASE ...

"World's biggest manufacturer of surgical gloves will close over half of its factories after a surge in coronavirus cases among workers"

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 And Bryce Elder can't get back to work soon enough for my tastes. * From AFP via Yahoo Finance: World's top surgical glove maker sh...