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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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High Cash Stockpile Available for Buying Stocks to Fuel a Rally
Many of these folks have seen their neighbors wiped out in '08 and are understandably scared right now.
Just remember, there is no guarantee that the Fed will pull this thing off. Accepting 100% assurance in the Fed's ability to contain this crisis is IMO, downright foolish!
Analysts Fret Over Lennar's New Start-Up
Would appreciate your thoughts as to the real estate market over the next 24 mos. Note that I did not mention only for '09 as the market will take many more mos. to stabilize than many expect. Remember, it took years to get to this point and the prospect of Uncle Sugar (Fed) making all correct will not be instantaneous.
I am involved in Real Estate and believe the second half of '09 will bring an increase in sales. Only problem is that home values will continue to decline for several more years...
The Dr. Doom Space Is Getting Crowded
This Recession's Not That Bad - And We're More Than Halfway Through
I trade daily and try not to look forward more than a week @ most and agree with most of the other replies that there is much more downside going forward.
12 CNBC Pet Peeves
CM in MA
Go to Bloomberg's website, you can get the feed over the internet. Been using this for several years as my cable provided does not provide Bloom....
12 CNBC Pet Peeves
And how about the greatest story never told by Larry "Goldilocks" Kudlow...
John Berry: Homebuying Binge on East Coast, Too
Home prices may return to the levels not seen since the late 80's or early 90's. Especially, since the average home purchaser will not be able to qualify under the new lending parameters.
5 Reasons to Ignore Buffett
Look at his substantial investment in US Airways years ago as one example.
Buffet is trying to encourage the long term investment in good equities. Only problem, is that equities that are cheap now will probably be cheaper tomorrow.
More Homebuilder Trends [Housing Tracker]
Now's the Time to Buy Bank Stocks
If he is correct and the Financial's spike, buy the SKF (inverse ETF on banks) under $100.
TARP Is Just the Beginning - Barron's
I would advise all to follow Dr. Roubini's advice as he is a frequent guest on CNBC and Bloomberg...
Wells Fargo: Strong and Getting Stronger
However, last time WFC reported quarterly earnings they left off 80 billion in off balance sheet equity lines of credit.
Until clarification or disclosure is made I plan to steer clear of WFC.
Las Vegas & Sacramento Housing Show Big Gains: Is Real Estate About to Surge?
In many East Coast markets sales continue to decline since you guys on the left coast are a couple of years ahead of us.
Last Gasp of a Doomed Currency
I am a Realtor and member of the NAR and will be the first to admit that you cannot believe a "damn" thing most Realtors tell you as most are struggling to survive. I will give you an honest assessment in my area is that the industry is in crisis and it will be a lengthy drawn out period b-4 it improves.
Case/Shiller Index: Are We Close to a Bottom?
It took several years for this to develop and I fear it will take a similar or longer time for it to play out.
With additional sectors now being involved including consumer credit, alt-a mortgages, equity lines and commercial real estate, we have a long way to go. Dr. Nouriel Roubini, Professor of Eco. @ NYU has a good video on this at Bloomberg.
www.bloomberg.com/avp/...