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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
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- Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham
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- 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
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Short Ideas- Why Short Sellers Are the Heroes of Wall Street by Investment U
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- 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
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Telecom- Ten Ways to Invest in Louisiana by Stockerblog
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Financial- Switzerland Strengthens Its Banks; Short Interest Remains Low by Jessica Johnson
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- 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
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India- Indian Economy Has Much to Cheer About by Equitymaster
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- India: Markets Continue Downward by Equitymaster
Japan- Sanyo Enters Thin-Film Market, Goes Up Against Sharp by Greentech Media
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Eastern Europe- Reality Bites As Stocks Continue To Collapse by The Mole
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- Seven Stocks for an Impending Apocalypse by H.J. Huneycutt
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- Too Early To Buy Homebuilders ETF by Larry MacDonald
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New ETFs- First Trust Launches Infrastructure ETF with Global Reach by Index Universe
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Emerging Market ETFs- Brazil Is the Best of BRIC by Carl T. Delfeld
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US Market- An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy
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Housing & Real Estate- Too Early To Buy Homebuilders ETF by Larry MacDonald
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ETF- Too Early To Buy Homebuilders ETF by Larry MacDonald
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What Are the Chances Ukraine Just Hit the Second Great Depression?
The market demands a contaction. At least 50%. At this point, any and all resistance to it will be literally a waste of resources. It is that waste of resources that puts millions into FEMA camps and body bags. In the interest of justice, I hope that those camps and body bags will be filled with ONLY those who voted for such a fate (by voting for McBama and the corrupt establishment). Unfortunately, history has shown that justice has its own agenda.
The Bull Case for Hedge Funds (Yes, Hedge Funds)
Three Inconvenient Energy Policy Truths
Geithner!
Peak Oil's Bell Is Ringing
First of all oil and natural gas are abiotic. This should be obvious to any rational person who can comprehend the sheer amounts of the resources in question. There is absolutely no way any reasonable amount of biomatter could have produced these quantities of oil and gas. It is simply impossible for a biological process of any kind. It is completely ludicrous and there is absolutely no proof whatsoever that there has ever been even 1 tenth of 1 percent of the biomatter necessary to produce this much oil. Yes oil is most definately abiotic. However, it is produced in very small quantities each year, making it finite for all intents and purposes. Go to youtube and type in "conspiracy of science" if you want to Begin to understand where oil really comes from.
Second, and this is where people really show their ignorance: one cubic mile of oil per year is totally and grossly unsustainable. There is no question of that. So many dominoes have to line up in the proper direction just to get production that high. And now those dominoes are falling en mass. It is ending. But it will take a long time to go from our current one cubic mile per year production to the one cubic furlong of oil that we'll be producing 50 years from now. Note that even one cubic furlong is a heck of a lot of oil. There will always be some amount of oil production, and small pockets of civilization supported by it. But for the unwashed masses, there is only enslavement and dieoff waiting for them.
The third and most important point is that it IS possible to maintain an advanced civilization of 6-50 billion people given our current allocation of resources. The current economic depression is gifting us with the largest energy supply glut in history. But we seem doomed to fail to take advantage of such gifts. Instead we will allow ourselves to be controlled by eugenics and transumanist propaganda and misled into giving away freedoms and fighting wars and bla bla bla. The species needs to wake up and realize the level of control and power wielded by secret societies. This will ultimately be humanity's undoing. People cannot objectively look at themselves the way we look at an ant colony or a petry dish full of bacteria. That makes them extremely vulnerable to manipulation, including incredibly advanced forms of manipulation.
There are great occult forces at work, and it is possible and absolutely necessary to design a society in acknowledgement of these forces, in such a way that nullifies their power without ever knowing exactly who or what they are. It doesnt matter who or what the illuminati is. The force itself may not even be of human origin. But such knowledge is not necessary to nullify its power. Nothing in history has ever proven so fatal as willful ignorance.
D-Day: Does Deflation Draw Near?
Anyone who is surprised by what is happening now should go here:
www.chrismartenson.com...
Bullion Shortage and Spot Prices Tell Two Different Gold Stories
Bullion Shortage and Spot Prices Tell Two Different Gold Stories
Bullion Shortage and Spot Prices Tell Two Different Gold Stories
Furthermore, we just had a commodity bubble, so it's really hard to see the same bubble happening again.
It seems to me that they tried inflation over the last few years, starting especially in 2002. This is what we got as a result. A bout of inflation, and now an even more overvalued market. Even at 8000 it is overvalued, and now its over 9000 again!
So... now we are either headed to hyperinflation, or DOW @ 1600 and gold @ $90 per ounce.
IF we go the hyperinflation route, then this criminal cabal in washington will surely attempt to confiscate all gold, because we cant have any intelligent people profitting off their engineered destruction, now can we? Heavens no. And maybe that is ultimately why gold is not rising. It is just not a free market, and maybe gold is simply reflecting that fact.
Energy Storage Opportunities After the Market Carnage
The Blame Game, Part I: The Short-Seller Witch Hunt
SEC Bans Shorting Financials
This is a difficult concept to grasp... but short selling actually boosts equities. It allows you to have people both long and short (hedged). (Say 60 long / 40 short for example.) Without shorting, instead of being long and short, You'd have to be "long and cash", or just cash. Since being long and cash is too risky, investment is discouraged. How many times have we read in the history books how the government has discouraged investment? This one will make the history books. But anyway, the banks will get what they need - cash - but the market will tank. It has to, because shorting boosts equities. This will cause the bank losses to multiply. It is a guaranteed thing. The banks will lose more. By its actions, the government has just admitted that we're in a fullblown depression. Before we've had an accompanying market crash. They have just tore a hole in the side of the balloon. Only their hot air is holding it up.
This is how this criminal cabal will steal all your 401k, pension, everything. After they are done there will be a fire sale of public assets, and 299 million americans will be completely broke with no purchasing power of any kind. All engineered, all predicted, all warned about by "kooks" for years. Should have listened to Ron Paul!
How Split Second Program Trading Affects the Market
As for the google thing, I am looking for a screenshot of google's cache for that article they say "had never come across the item before". I bet it was in google's cache, and I bet someone has it.
And as for Income Security Advisors, they need to fire that moron who thought UAL went bankrupt this year. Something like this could bring the whole market down. Especially during times like these.
I would not be surprised if someone at google was buying PUTs on UAL...
Light the Way with LDK
to JoeJoe: did it ever occur to you that STP might be lying their pants off when they say that
- their non-silicon costs are 70 cents per watt
- that their silicon costs (wafers) are 70% of total costs?
It is easy to fudge either of those numbers. We dont know how conservative they are compared to LDK's. Gonna have to wait out the next couple earnings reports to know for sure.
JPMorgan: Why I'm Selling Short
It really looks like the big dumb money is flooding into financials. Like sheep to the slaughter? Or self-fulfilling prophecy?