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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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Latest Comments58 Comments
Clear and Concise: Decoding The Meltdown
I have to hand it to McCain for standing up to his rabid dog audience in a town hall meeting but Bush has been a lying SOB from the first. He wanted no regulation and he got it. He has fought to repress and modify any report that said Climate change is real and mostly man made. He has cost us trillions of dollars with bad policies. Our workers are supposed to compete against people making a dollar or two a day and living in dorms.
After Obama is elected, we still must stop illegal immigration, and have national health care, get rid of the 41,000 lobbyists in DC, start a massive project for energy independance and get rid of our crazy tax system. The reason most countries have lower business taxes is they use a VAT system on consumption. We need to stop the income tax and use VAT so people will save and invest.
Mark-to-Market vs. Mark-to-History
The Bailout Pork Effect: Short Term Rally, Long Term Disaster
Bo Peng, thanks for the article. You have described the Shock Doctrine. This is a book by Naomi Klein and explains disaster capitalism.
To see a funny interview with her check out www.naomiklein.org/fil...
Bad Idea: A Tax on Trading
1) Put a small tax on trades, it will not drive trading offshore and frankly people should be investors not traders.
2) Tax churches. Religious groups are constantly involved in politics and government law making. The Catholic church wants to have open borders for example.
3) 60% of Medicare expenses are done in the last 6 months of life. This is not due to the dying but because of the children who won't accept it. This must stop.
4) Stop tax give aways and pork projects.
5) Get out of wars, they are breaking us while everyone else basically sits them out.
5) Raise taxes on the rich. Yea, they are paid too much already so raise the limit to 45% above $300K ( or somthing in that area) and index to inflation. Or:
6) A better way would be to stop income tax totally and use a VAT on goods sold. This would be better all around and would promote investment instead of spending.
We must pay down this debt and stop the idiotic financial losses due to greed.
The Death of Consumption?
Unintended Consequences of the Fannie / Freddie Bailout
First and foremost, we need a simple tax code. Stop interest deductions for houses, tax income and property of churches and get some of that overblown salary the CEOs and Wall St. insiders are stealing.
Remember this for the election, would you trust the judgement of anyone that voted for Bush twice?
Hydroelectric vs. Slow Volcanic Power
Looming Financial Catastrophe: A Real Inconvenient Truth
Considering how many people voted for an obvious moron like GWB twice, does anyone think the 71 million non voters would have made any difference? No one running for office will tell the truth (except for Ron Paul, but he has some nutty solutions) and pander to special interest groups.
Recently a hospital gave an illegal alien $250,000 worth of free medical care and now want to transfer him to long term care. There is a demonstration by his family in front of the hospital to stop him from being moved. They are afraid he may have to go to Mexico. If this was a US citizen we would be sent the bill for the whole thing but for an illegal that would have just died in Mexico, the tax payers will pick up the ticket. Immigration must be greatly reduced (not stopped) and a border fense completed. Democracy as we knew it, no longer works.
The Electric Car Battery Battle
Objectivity, I think you should just back off. All energy comes from the sun and everything is just storage, so contribute something useful, thank you.
Single people will want a car that can cover a long range and I don't think it will be all electric (unless it is very small) for a long time. This will keep hybrids or PHEVs viable. There are companies like Cyclone Power CYPW that are bring new combustion engines to market. Another one is Turbine Truck engines TTEG.
Stimulus Checks Fail To Spur Online Spending
Value Investing: Going for the Gold (and Silver)
I suggest that if you have the spirit and patients, you read about these companies. They are very dedicated people.
But we either have a future or not. If we do, some of these small companies will be a big part of it.
Lithium-Ion Batteries and Centerfolds, Part II
An excerpt from their 2008 newsletter:
The FutureGen concept announced in 2003 planned the creation of a near-zero emissions, 275-MW power plant that would produce hydrogen and electricity from coal, and serve as a laboratory
for commercial development.
Hardly a made up term though coal is not an ideal energy source. It will require government regulation to make it happen and we will need it. The use of all alternative energy sources must be pushed.
Lithium-Ion Batteries and Centerfolds, Part II
There is a place for the new lead acid batteries and that is in the local storage area where power is generated by solar or wind. However, this is too costly for mass generation farms.
Base load infrastructure will need to be increased by use of Nuclear and probably clean coal and geothermal.
69% of oil usage is in transportation and that is the main area that must be addressed. This is where Li batteries will be used and HEV will have a large market. For hybrid cars and large trucks, we can use new engine technology (see AXVC, TTEG, CYPW) that can burn most liquid or gas fuels.
Ship Finance Int'l: Steady Income in a Volatile Sector
Introduction to a Long Lecture on Oil
China is a good example of a country securing energy sources. Many countries are and have nationalized their resources and with growing internal demand, they will export less. Again, china is a good example of this.
The Bush and Regan adminstrations were basically pushers for corporate control fo resources both here and abroad. Regan undid any initiative Carter started to have us become energy independant. The US will be disabled because oil is no longer cheap and Bush had driven us into deep debt so corporations and the Military Industrail complex could make billions.
Two oil men in power, Bush and Cheney, both from
Texas and both part of the corporate take over. But not many care until destruction happens.