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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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- 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
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- 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
- 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
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- The Daily Dispatch -SampleSeeking Alpha - Daily DispatchWall Street Breakfast
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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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Latest Comments61 Comments
JetBlue Selling Panic Presents Opportunity
Sirius-XM Merger Decision Delay Is Unacceptable
Just a disgrace!
Rating Agencies Target Guarantors to Deflect Subprime Blame
seekingalpha.com/artic...
And why do the same comments made by some bloggers appear under different stories?
Whitman's Q2 Letter and Disclosure Requirements
Those 4 reasons are problems enough!!! Especially the 4th one. Deplorable! Is no one at the SEC watching?
On the Monolines: Brown vs. Tilson, Round 2
"Cry for me Argentina"
You've got to be kidding on this! Poor little ratings agencies. They sold the monolines a bunch of triple AAA rated garbage so they could collect their fees (now they get those fess anyway -more bs), and NOW they're cya'ing themselves big time by downgrading the very entities they promoted.
On the Monolines: Brown vs. Tilson, Round 2
Even Rep. Barney Frank is now screaming that:
No new schools are getting built!
No new roads are being built!
Roads and bridges cannot be repaired!
Firehouses are in a state of disrepair!
Etc, etc, etc,………….
What have these short sellers created for us? I didn’t ask them to be my guardian angel and to look out for my financial well being. Did you?
E. Dinallo did a great disservice to us all. Instead of attacking and stopping the powers that were out there destroying everything, he forced down the throats policies and dilutions that only hastened the end of the monolines. No one has yet questioned the conflict of interest between, Buffet’s S&P affiliation and his new monoline.
The biggest issue not being considered is the circular downgrading of MBIA & ABK by using parameters that no one considered just a few months ago. Ratings downgrades warnings begets less business >> less business gets downgrades >> downgrades then beget less business >> which in turn begets more downgrades >> and so on and so on and so on!
Seven Cogeneration Stocks to Fuel Your Portfolio
Disagreeing With Tilson on the Monoline Insurers
We feel the future business of ABK will decrease mainly because we already reduced their rating, so we’ll reduce their rating further, therefore >>> they won’t be able to do as much business, therefore >>> we will reduce their rating even more, therefore >>> we will have to reduce their rating further >>> ‘CIRCULAR ARGUMENT’ anyone!
Short the Banks on Continued Weakness
Get Ready to Short Homebuilders
Enough with you bloggers who get put up on "News" links. Enough already. Get a real job! Unless, that is as a short seller, spreading rumors and false info is your job!
Will Wal-Mart's Drug Price Cuts Affect Other Pharmacies?
I would much rather listen to Goldman Sachs & The AP. While I’m not a fan, I also would rather listen to Cramer.
Either way, I certainly do not want to listen to a blogger, and that’s exactly what WE are – bloggers. Nothing less! Nothing more!
Ambac Does It Again
I just have 2 questions for you:
1. Exactly where has all these catastrophic foreclosures occurred to warrant 90% write-downs from the financials? Answer: no place. Foreclosure rate still at around 8% Nationwide.
2. BUT more importantly I want you to ask yourself: Exactly what did your negativity and loathing create out of this financial fiasco? Confidence is a delicate item and most of our economy is based on it and people like you have done more damage to it and us then 9/11.
Just shut up and go away!
The Credit Crunch Is Far From Over
"Has EVERY loan EVER written by EVERY bank and covered by EVERY insurance company, made to EVERY person, in EVERY financial level, and in EVERY neighborhood in EVERY State going into foreclosure????
I don’t think so, but they sure are making it seem that way."
So stop it now with all the collapse bs.
Who's to Blame for the Commodities Boom?
Just like short sellers who create nothing, these speculators who profit by creating and/or selling nothing are absolutely to blame. And, when the entire economy goes down the tubes because of ridiculous prices at the consumer level – whom will you blame then??
Stop blaming everyone else and simplify the markets. It’s time to take speculation out of our lives. Get real! You want to gamble – go to Vegas!
How Will the Housing Crisis End?
Give it all a rest!