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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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Time for the American Government and People To Confront Reality
I have been saying since 2007 that what we have is a destruction of confidence, at that time in CDO’s, in order for a small group of Generation Me short sellers to destroy the monoline insurers. It all goes back to that and just snowballed out of anyone’s control (except for the short hedgies that perpetuated it) afterwards. Now we’re stuck in a mess that needs 2 things:
1). To Pass a Wind-Fall Capital Gains Tax of 65% on ALL short sales retroactive to 01/01/08 to help pay for all these bailouts and prevent future disasters, and
2). To refinance the monolines so that States and local municipalities can issue bonds again. At the SAME time Congress should give DOLLAR FOR DOLLAR STIMULUS for every bond written for infrastructure. Bigger bang for the buck, AND unless we get the private sector and the Pimco’s of the world involved – nothing we take hold.
Excessive Systemic Debt: The Primary Cause of Our Current Crisis
Shorts theme song: "No.. no.. no.. it ain't me babe! It ain't me you're looking for.. babe!"
The Failure of TARP and the Government's Solution
The 4 Golden Rules:
1. Reinstate the Up-tick rule
2. Crack down on naked shorting
3. Institute some rules on what should be said on National TV to prevent rumor-mongering
>>>>>&g... Pass a Wind-Fall Capital Gains Tax of 65% on ALL short sales retroactive to 01/01/08.<<<&...
BUILD.. BUILD.. BUILD.
JOBS.. JOBS.. JOBS.
DRILL.. DRILL.. DRILL.
Less Negativity, More Inflation
“The future has not been written. There is no fate but what we make for ourselves.”
www.youtube.com/watch?...
BUILD.. BUILD.. BUILD.
DRILL.. DRILL.. DRILL.
What Does Bernanke Really Know about the Great Depression?
Squat!!!!!!!!!!!!!!!!
Global Recession Is an Economic Reality
www.youtube.com/watch?...
Did the Short Selling Ban Work?
Individual stocks? We don’t need no stincken’ individual stocks!
We really have really given ourselves a big headache and the tail is truly waging the dog.
DRILL.. DRILL.. DRILL.
BUILD.. BUILD..BUILD.
Only way out.
An Alternative Bailout Proposal
Wind-Fall Capital Gains Tax of 65% on SHORT SALES!
They thought they were doing the right thing as 'market oversight' so - LET THEM HELP PAY FOR THIS!
Buffett Warned Us in 2003
The only thing he can do is have interviews with Becky Quick telling everyone how great, but humble he is; or offer (as he did last year for Ambac) to buy a company for a penny on the dollar. I guess you could argue that in some cases, like Lehman, that would have better off then it is now.
Buffett! Don't get me started!
Selling Short America and the Rest of the World
"The good of the many outweighs the good of the few. Or the even one."
Selling Short America and the Rest of the World
Maybe this will help:
www.youtube.com/watch?...
Lehman Won't Be the Last Major Bank Failure
This reminds me of the scene from “Independence Day” when the Prez (Bill Pullman) is mind linked with the alien.
”I could see into the minds and I know what they are planning. They are locusts going from planet to planet, stripping it of all its natural resources. When they’re finished with one planet, then just move on; and we’re next!
Nuke ‘em! Nuke the bastards!”
Fear Not Yet a Factor
Firstly, they can take their liquidity and INVEST it for the building of our society, instead of trying to destroy it.
Secondly, who ask these people to be my financial guardian? Did I miss the election?
But in any case, it's not so much the shorting process, but really the GANG-SHORITNG of stocks. It has become far too easy for a couple of well funded shorts to water-board a stock to death. Torture in the name of transparency, is still torture.
Financials and Housing: The Outlook Remains Ugly
Have you ever thought maybe, just maybe that the constant water-boarding of our banks and other financials institutions has perpetuated a major part of this mess. If they treated prisoners at Guantanamo like you treat our financial system, people would be screaming bloody murder.
Ok, you were right BUT:
STOP IT ALREADY! ENOUGH! BASTA! NO MAS!
Financials Have Bottomed? Readers Say We're Nuts
This trader mentality and the need to show a short-term profit, both on the personal and corporate levels will be the death of us all. It promotes the short-seller and short-term gain’s scenarios that cause the volatility and do NOT add to societies greater good.
What is it building? What product is it making?
We all need to step back and see what we are trying to create here, or in the current case, what we are trying to destroy. The stock market was meant for building a business and therefore the American economy. It was become an extension of Vegas and needs to get back to its roots. I have a fix posted on my site under the 3/22 blog that most everyone will hate. You should check it out. In the meantime just think of the TV show ‘FastMoney’ as the poster child for poor trading behavior and just an example of the real reasons behind the current ills.