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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 Comments12 Comments
Hedge Fund Tracking: Clarium Capital
how much you made today on AXP as after 3 years you may be well long dead just as everybody else.
If one don't know to make money today,then gardening is another very engaging proposition.
No Renewed Bull Phase for Metals Miners Just Yet
Same is with gold/silver and anything else.
On who waits to be in the wave on the bottom or short on the top,gets older by 10 years at least,I am trading in and out and make a super good living in high end part of Frankfurt,last weeks profits will buy me a Rolex Daytona gold,I didn't got older while living with the markets and waiting for miracles,I embrace reality and make small profits here and there,my losses are even smaller but in the end of the month it all adds,while you will be talking forever whether it is a bull or a beart,I will make my money on a trading ranges,let the market decide the direction I will adjust to any new reality.
Wall Street Breakfast: Must-Know News
thanks again,I was prepared for PPI with my Dow shorts at 11455.
Wall Street Breakfast: Must-Know News
thanks again,I was prepared for PPI with my Dow shorts at 11455.
DZZ: How To Short Gold by Going Long
what bull you was on Gold,buying one oz American Eagle coin,or buying futures on Gold?
Or maybe gold/silver penny stocks?Those are down on average 70%.
Just a Commodities Correction - Not the End of the Bull (Part 1)
Usually before big Dow Jones correction commodities markets and currencies must udjust to new reality and those are volatile days that every day trader loves and waits and dreams about.
As Dow Jones in few weeks is going to hit the wall at 9000-9500 we must adjust in our other positions,one can not make money on each trade,so we chose a short index strategyas a Klondike so losses on other mistakes will be fully covered by you being long stocks.
Keep all you stocks,don't sell a single share as market with the help of Bernanke is going to rally 50% till December,don't sell,only buy,buy,buy.
It was a joke.
ETF Update: Fund of Fund ETFs, Steel, Oil and Gas
Instead buying ETF's just buy Exxon or BP and sit there,this stocks don't have small market makers as ETF's do and their daily volume is few of billions of $£.
Or learn to trade futures,it takes long time,it is true,it took me 8-10 years to learn,but today I don't trade even a single stock,all I need I get in futures markets.
Hedge Funds Changing Investment Tack
99.99% of hedge funds lose money,why Hennessy,Hedge Fund Research,Tremont Advisers databases looks good,it is because from 1000 hedge funds 500 lost 99.99% in one month and another 500 funds made more that 90-110%.
That's why it looks always that hedge funds are low risk/high return vehicles but this is lie that nobody will tell you as all who cover hedge funds make bread and butter selling it to you.
Hedge funds that were wiped out,the one QVT Financial LP I know very good,just went broke in New York and is liquidating it's trading OTC book,after bleeding to death they tend to change team here and there,change the name of the fund and go hunting for clients again.
Most often they buy the same their hedge fund that went broke,with different ownership so they have tax incentive.
NEVER INVEST IN HEDGE FUNDS,to explain simply what they do,so all can understand would look like this:
50% of capital they buy Crude Oil Decebmer 2008 call option 160$,other 50% of capital they buy Crude Oil December 2008 put 60$.
If you think this is appropriate risk,go invest or listen to what they do,and you will lose everything.
[ED: Comment edited to remove abuse.]
Trina Solar: Will 2009 Be a Breakout Year?
DJIA at 7500 before December 2008,then you can decide if it is worth to spent so much intellect on a story when market offers opportunities every single day.Every single day.
Events in Russia Could Push U.S. Toward a Clearer Energy Policy
Oil is here forever,government can not and will not do anything about it,it all started more than 100 years ago and no one can change it,look at daily (1 minute) CL chart today,it shows how big traders want to have enough shorts that will cover it all in 1-2 weeks.
I day trade Oil/Nat Gas,have no long term opinion on it,I see reality and try to adjust to it with my trading,if reality will change I will adjust to that too.Atthe moment Oil looks as a good buy.
Crude Oil: What Goes Up Must Come Down?
Be nuts if you want,people like Buffett make their accumulation process top secret,wait till his next general shareholder meeting,then you will know if he bought Oil/Gas big caps or not.
The Value of Being Approximately Right