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- Wall Street Breakfast -Sample
Wall Street Breakfast: Must-Know Newsby SA Editor Rachael Granby- Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought.
- Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only.
- Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week.
- Oil demand withers. The International Energy Agency warned Friday worldwide oil demand...
- The Macro View -SampleSeeking Alpha - The Macro ViewMarket Outlook
- An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy
- Long Term, Financials Look Good by Michael Filloon
- Round 3 of the Recession: Main Street by Paul Fekula
Oil Price- Oil Below $75: Increased Chance of OPEC Production Cuts by Money Morning
- Oil Down 48% from Highs by Bespoke Investment Group
- Oil & Gas Headed Lower as Economy Strikes Consumers by Michael Filloon
Economy- Long Term, Financials Look Good by Michael Filloon
- Round 3 of the Recession: Main Street by Paul Fekula
- Reality Bites As Stocks Continue To Collapse by The Mole
- Investing Ideas -SampleSeeking Alpha - Investing IdeasCramer's Picks
- Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham
- Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham
- Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham
Long Ideas- Utilities Beginning to Generate Interest for Longs by Joe Kunkle
- The Long Case for Encore Capital by Value Investor Insight
- 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan
- Two Global Infrastructure Investment Opportunities in ETFs by Investment U
- Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham
Short Ideas- Why Short Sellers Are the Heroes of Wall Street by Investment U
- Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle
- Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger
- Jim Cramer's Picks -SampleBetter Choices - Cramer's Lightning Round (10/15/08)by SA Editor Rachael GranbyStocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.Bullish Calls:Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.Bearish Calls:Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."Email continues...
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend. - Stocks & Sectors -SampleSeeking Alpha - Stocks & SectorsInternet
- eBay: Q3 Looks Good but Q4 Guidance Disappoints by Greg Feirman
- Is Google Feeling Lucky? by Sam Gustin
- Why Today Could Suck for Tech by Kevin Maney
Media- A Triple Financial Whammy Afflicts Newspapers by Ken Doctor
- Three Years On, Buying MySpace Looks Like One of Murdoch's Smartest Bets by Erick Schonfeld
- How Will Arbitron Fare in This Market? by Sreeni Meka
Telecom- Ten Ways to Invest in Louisiana by Stockerblog
- Earnings Preview: Electro-Optical Engineering by theflyonthewall.com
- Shared Docks Via WiFi All the Rage by Dean Bubley
Financial- Switzerland Strengthens Its Banks; Short Interest Remains Low by Jessica Johnson
- Reality Bites As Stocks Continue To Collapse by The Mole
- LIBOR Shows Worst Is Yet to Come for Credit Markets by Keith Fitz-Gerald
- Global Markets -SampleSeeking Alpha - Global MarketsChina
- An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy
- USANA Health Sciences Inc. Q3 2008 Earnings Call Transcript
- Perfect World Announces Share Repurchase Program by Trader Mark
- China: Hot Money Inflows Down, Nervousness Up by Michael Pettis
India- Indian Economy Has Much to Cheer About by Equitymaster
- India: RBI Cuts Cash Reserve Ratio by Equitymaster
- India: Markets Continue Downward by Equitymaster
Japan- Sanyo Enters Thin-Film Market, Goes Up Against Sharp by Greentech Media
Asia- Four International Dividend Stocks to Watch by David Hunkar
Eastern Europe- Reality Bites As Stocks Continue To Collapse by The Mole
- Alternative Energy Investing -SampleSeeking Alpha - Alternative EnergyAlternative Energy
- Seven Stocks for an Impending Apocalypse by H.J. Huneycutt
- Solar Shares Under Pressure From Credit Crunch and Pricing by Eric Savitz
- Trina Solar Looks Good, Though Market Yawns by Trader Mark
- The Electric Car Market: Wise Energy Use Stocks by Tom Konrad
- Investing in the Power of the Sea
- ETF Daily -SampleSeeking Alpha - ETF DailySector ETFs
- Too Early To Buy Homebuilders ETF by Larry MacDonald
- Utilities Beginning to Generate Interest for Longs by Joe Kunkle
- Two Global Infrastructure Investment Opportunities in ETFs by Investment U
New ETFs- First Trust Launches Infrastructure ETF with Global Reach by Index Universe
- Overview and Analysis of the Global Generic Drug Industry by Mike Havrilla
Emerging Market ETFs- Brazil Is the Best of BRIC by Carl T. Delfeld
- Playing the Market in Difficult Times by Jason Hamlin
- The Daily Dispatch -SampleSeeking Alpha - Daily DispatchWall Street Breakfast
- Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby
US Market- An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy
- Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby
Housing & Real Estate- Too Early To Buy Homebuilders ETF by Larry MacDonald
- Another 'Root Cause' That Isn't: Tumbling Home Prices by Tim Iacono
Transcripts- TrueBlue, Inc. Q3 2008 Earnings Call Transcript
- Polycom, Inc. Q3 2008 Earnings Call Transcript
ETF- Too Early To Buy Homebuilders ETF by Larry MacDonald
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Apple Links Higher Sales with Higher Prices
Google's Page, Brin and Brilliant on Clean Energy from Davos '08
I love conferences like these. Ultra-rich, ultra-liberal guys sitting around, passing ideas as easy as passing gas, as if they know HOW to make any of this happen. They remind me of Stan Laurel's description of Laurel and Hardy: "two minds without a single thought." Ten cents per kilowatt hour using some pie-in-the-sky generator? Sure! What's the big deal? "I'll just take this Picasso painting off of my wall, auction it, and we'll start building that windmill farm over yonder, in the middle of your little useless subsistence farm. Outta my way, plebe!"
This nonsense would be laughable except for the fact that if/when these clowns get put in charge of policy, which could easily happen, millions of impoverished people on this planet are going to get killed. But it's okay to kill people if your intentions are good.
There is only one certainty about this: these idiots will never be affected by their policies like we mere mortals will be.
Apple: Rumors Keep On Coming, But Numbers Will Surprise
Apple's Extraordinary Edge
The market speaks for itself: there are lots of people, like the appropriately-named Blah, who are quite content with beige rectangular boxes (and horrid clothing, to use my example). But to compare that ugly piece of crud (my description) to an iMac and say "they are equal" demonstrates the difference between the two customer types. I gag when I see a PC; not one has any sense of style. I'd never allow one in my house. I feel the same about OSX vs. Vista. You may disagree. Fine. But that's my way of explaining the differences that this article alludes to.
If you're content to drag files around to play music, then by all means, a cheap, hard-to-use music player will suit you just fine. That's where the mp3 business was in 2001. But if you want to manage your music with a sense of elegance and style, Apple offers it to you via iTunes. I didn't say Blah was wrong in this regard, only that he isn't an Apple customer and as such had nothing constructive to offer about this piece. I believe he used the term "idiot" to describe me and my ilk. He opened the floodgates, not me.
However, Blah clearly doesn't know what he's talking about in regards to Macs either, when he drags out this old hit piece from ZD-Net, written by a former ballet dancer. Even the "report" cited in the ZD-Net article said “PLEASE NOTE: The statistics provided should NOT be used to compare the overall security of products against one another." Just more fluff from the Microsoft camp trying desperately to defend its rapidly crumbling empire.
Apple's Extraordinary Edge
www.roughlydrafted.com.../
You sound like the stylish kind of guy who is content to wear his black socks with his brown dress shoes while wearing his old burmuda shorts on a summer's day. I believe you when you way you're just as happy with a $600 laptop as you would be with an $1100 Macbook (if you're going to compare "cheap PC laptop" to a Mac laptop, at least choose the "cheap Mac laptop" for your comparison). Enjoy your stripped down, no-power Vista OS on that cheap PC laptop while you're at it. I'm surprised you gave up your old Sony Walkman cassette player for a modern MP3 player. Your discount $50 pink Zune probably matches your wardrobe.
I'm glad that you're a vocal PC-head. You're the best kind of advertisement for Apple products that Apple could only hope to buy.
Apple's Guidance Games Are Hurting Shareholders
Apple Beats Estimates, Proves to Be Lowball Central
Could iPhone Become the Best Selling Smartphone on the Planet?
Apple and ThinkSecret Settle Suit
No one has free reign to say anything he damn well wants. When I signed my employment contract, I agreed to keep my mouth shut in exchange for a salary and bennies. I even agreed, in writing, that I would hold myself accountable if I leaked information. No one put a gun to my head to sign it. I thought it was a good, negotiated agreement between my employer and me. Violate it, and I've brought a heap of trouble down on my head because I have harmed my employer by violating the terms of my agreement.
How about this idea, Larry: I'll set up a blog and publish everything that Seeking Alpha publishes. How's that going to go over there at headquarters?
iPhones Sell Themselves in Everyday Tasks
Can't anyone write an article ANYWHERE either in praise or complaint about a product without being accused of being an Apple or Microsoft fanboy? Apparently not. Don't like it? Don't buy it. It's that simple.
Just because a company is sued doesn't mean they copied. If that were the case, Microsoft would be the King Of Copiers. Having $15 billion in the bank means that the sharks consider you to be prime rib. No more, no less.
Mac towers have expansion slots if you want 'em. iMacs don't. Name your poison. And rumor (of a tablet PC) doesn't make it reality, dude. This rumor has been out there for some time; so where's the Mac tablet? Answer: it's so lame that Apple finds it "useless" (in your words) and won't make one. Yes, tablet PCs took the world by storm, didn't they? The market has proven it's a lame, useless concept.
Finally, you'd be taken more seriously if you could learn to properly construct a sentence. Think about it before you contribute next time.