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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
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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
- 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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Will the iPhone Be Taken by Storm?
The Shallowest Generation
He live through all of that, even after being forced down in Normandy, almost being captured by Germans on several occasions, an almost being killed by US forces taking the town of Valognes in France.
He is too self-effacing and humble to claim any credit for anything. He merely views his participation in all of that as a required duty, unworthy of earning any special recognition.
He is right.
In fact, my father would be the first to accept blame and responsibility for not leaning the lessons of the 'Great War', and through blindness, selfishness and pure stupidity of an insular US, his generation holds accountability for the horrors of World War II.
Then, the 'Greatest Generation' stood by as clear, unmistakable threats grew on a global dimension. The 'America First' crowd insisted that the US keep out of 'foreign wars' not of our making. Japan invaded Manchuria, then China, then Burma, the Philippines, Thailand, Indonesia, New Guinea, an of course, Singapore. The Germans meanwhile marched into Bohemia, Austria, Poland, The Netherlands, Denmark, Norway, France, etc.
So, the 'Greatest Generation' and their fathers found themselves in a real mess.
What's my point?
You can cherry pick any time frame in history you want to fit a nice, neat argument that fits your narrative here. It is like all things in life; full of half-truths, lacking perspective but still useful.
The current generation has not waged a global war of mass death upon one another. How much GDP does that count for?
The current generation is also responsible for helping to spread democracy to so many countries I forgot them all. I did not see you mention the establishment of democracy in places like South Africa, Namibia, East Germany, Poland, Bulgaria, Romania, Nicaragua, Albania, Bosnia, East Timor, Grenada, Estonia, Latvia, Lithuania ... shall I continue?
How much selfishness and lost GDP and missing savings does that account for?
Also, in being such a lost generation, who should be accountable for the generational shaking advances in pre-natal birth care, eradication of so many diseases I cannot write them all, systems that protect people from the hurricanes and disaster of a generation ago that would kill hundreds of thousands, legal systems that deliver justice to peoples that never existed 50 years ago, etc.
Look. There is a huge chunk of what you say I agree with. But you miss perspective that would add credibility to your point. You view the pre-shallowest generation world as perfect, and parse the worse of what we have wrought upon the world.
Our system has self-correcting mechanisms, brute and unpleasant as they may be, that are now kicking into gear. That is the beauty of our system and democracy ... you can run, you can hide, but in the end you will pay. There is no escape.
James, you need to collaborate with other minds to get the missing perspective you are unable or are unwilling to include. Then, you will form a more perfect option.
Thanks for your thoughts.
A proud son of exemplary father of the 'Greatest Generation'
Motorola's Train Wreck
Kevin, quit it ... stop writing. You don't have the mental equipment to be of any value to anybody.
Who Will Win the Home Entertainment Battle?
The iPhone: Apple's First Flop
The iPhone: Apple's First Flop
Will the MacWorld Expo Apple Stock Correlation Continue?
Apple: Perplexed by Ports
How Low Will Apple Go?
End of the Line for Apple's FireWire
Apple has maintained Firewire in its most important lineups ... the 15 inch and 17 inch laptops. MacBook Air has never had Firewire. It not showing up in the 13 inch laptops is reasonable, as those people don't demand it and it gives the other models more differentiation room.
The 800 Firewire is fully backward compatible with 400 with a simple connector ... no problem.
More lightweight, meaningless palaver from this guy.
Apple Fails to Deliver, and the Rally Fizzles
2. Apple has no intention at this point to join the other computer manufacturers at the profitless, marginless bottom of the pit. It does not want nor need that business at this point. When it is selling its laptops at healthy margins and gaining market share every quarter, why on earth would they get distracted on low end stuff. Stupid.
3. Apple did put one laptop in a more affordable range to keep pressure on the lower rung losers.
4. Most regular Apple analysts applauded the new lineup, concur with Apple not racing down to the bottom, and also not getting bogged down in useless Blue Ray.
5. Don't believe the Apple bullshit about margin reductions. Their laptops will not lose any margin.
This guy keeps getting it wrong about Apple.
Is Apple's New MacBook Affordable Enough?
Apple does not want to go where Dell et al are, period. They can have the 700 dollar shithole all they want. Apple is sucking out all the profit in the laptop market leaving the bones for the rest of the rabble.
The Woz Is Sounding Bearish on Apple
iPhone Sales Drastically Surpass Q4 Consensus; Apple Reaches 10m Goal
I buy what you two guys say.
Thanks
Why Doesn't Apple Give Away iPods?
This one sets a new standard. It's not even worth rebutting or answering, other than to say, buddy, go write about something else.
Perhaps pigs and lipstick?