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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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Memo to Automakers: Follow Cisco's Lead
Leaving out the UAW "leadership" in this discussion is a mistake. Why is it so un-American to verbally slam the unions? Union workers getting paid $31 per hour to play crossword puzzles at so called 'job banks' is a revelation too sick to stomach.
We need America to make cars like we need unemployed inner city janitors to buy and get cash out of a house - another brainchild of Congressional "leadership."...
And it is the same "leadership" that is empowered to "fix" the economy. WTF. If we don't FIX the LEADERSHIP inside the beltway by 2010 then the part of America that is drowning in her own greed will pull the rest of us down under by our toes.
Polygraphs For Politicians Act of 2009. Anyone else willing to sign that into law?
Homebuilder Trends: What To Do About Inventory? [Housing Tracker]
Pass out nail pullers. Some of those newly built communities on the fringe of suburbia have no chance of being filled even in the intermediate time frame.
So take them apart and ship them off to China. They will create short term jobs. Remove inventory and supply the demand in Asia.
The Chickens Come Home to Roost, But Have We Really Learned from Our Mistakes?
Allen is "dead on balls accurate." We live on an island 3000 miles from the Port Of Los Angeles. Stockpiling food and water (and air for you in metropolitan areas) is critical. Thankfully we can grow all year.
Taxation Without Representation. The grass roots movement which commenced in 1764 may have seemed a little radical at the time. And what does it tell you when members of Congress say 85% of their constituents told them to vote NO but they still voted YES. Who in the hell are they working for anyway?
It's the year 2008. And when 85% of the voters say NO to this scale of taxation and those that represent us say YES what other mantra rings true?
When I say "keep the powder dry" I mean it in its contemporary form (pundits on Wall Street) and its historical form (real patriots...the Minutemen.) And perhaps the impending revolution will be a peaceful one. The pension funds for many in law enforcement suffered the same fate.
Tar and feathers for the BOLD FACE LIARS is a remedy I'd sign on to.
Reasons to Cheer Lehman’s Demise
Well. Okay. Either that contributor is the tail end of the election manipulation that is at the core of what almost no one is willing to acknowledge or his hubris ranks right up there with the Harvard and Yale genius that designed the 'house of cards' falling from (false)grace. Good work chaps (or is it lads). I could have found someone from Cal State Northridge who could have created this 100-year calamity FOR FREE and in less time.
Would the employment of an independent regulator of the GSE's in 2006 have curtailed the malfeasence yet to come home to roost?
Who installed the lobbyists in upper management at the GSE's?
Why were the GSE's donating soft money to influence congressional elections? And why did the GSE's feel compelled to influence anything at all let alone elections?
And the "three stooges?"...Your contributor failed to include Jamie Gorelick, Frank Raines and Susan Molinari not to mention a former FBI hack. That's four excluding Bernanke and Bush. Shall we begin to tally up those in Congress. If we add the list IBD just compiled of RNC & DNC looters then three DOZEN doesn't even scratch the surface.
Mr. Morici is right about the collateral damage. But what about the root of the malfeasance.
Who in the hell would put lobbyists in control of an operation which demands experience in finance? And why can Barney Frank speak publically about matters that the SEC would normally find dubious if not flat out illegal?
America is waking up because a few true patriots remember 1764 and the commencement of the Taxation Without Representation grass roots movement. Centuries later we are no better. REVOLTING.
RNC / DNC: Crisis? What Crisis?
If we don't stop talking about and
If we don't stop trying to enlighten and
If we don't stop lifting the wool over their eyes and
If we don't stop feeling livid, angered, disgraced
Then they will get away with it.
This is not like coming home from an overly long visit to the In-laws only to find the car wrecked and house trashed by wasted teenagers. It's the moment you found out that someone emptied your bank accounts too.
We KNOW money went from the GSE's to 527 Groups which "TA DAAA" over course went into congressional campaigns all over the nation. I wouldn't be shocked if 100 out of 100 senators have blood on their hands. And the House. Oh My God. Carnage.
So why not start by having the 527 Groups pay the money back to us? Simple start. EH. And then the Jamie Gorelick's and the Frank Raines' and the Susan Molinari's of this disgraceful chapter in American history can spend a little time to think about new careers in a federal concrete cell complete with Chinese steel bars.
And THEN we will pay for the damage the "wasted teenagers" did to the precious house.
Fannie, Freddie Headed for Conservatorship
America is in DENIAL. And the fallout is tremendous. From Bill Clinton's lawyer (puppet) Jamie Gorelick to Susan Molinari the collateral damage to BOTH the DNC and RNC is historic. This is why the outrage is muted FOR NOW.
99% of America just doesn't get it yet. But when they do get IT heads are going to roll. And people we know we don't like AND people we used to like should face the music. PRISON.
Being a recipient of the bubble you'd think I'd be happy. NO. I care about America. And THEY took the most important asset class in the world and turned into a loose slut.
SHAME ON YOU!!!
What's in Store for the Fertilizer Industry?
And the difference between the 70's and now amount to 3 billion extra mouths to feed. And from what I'm being told nitrogen in particular from China was slowing considerably before summer (based on what I saw from the pre-Olympic sailing invasive species hyper-population no wonder if they are consuming nitrogen domestically). Employing nitrogen-fixing species in farming is a useful but slower process and not practical for corn.
And if prices fall won't that drive supply out of the market too? As long as we are stuck with ethanol as a "solution" fundamentals IMHO will prevail. The buy signal? Mirror mirror on the wall.
Bill Gross: Politicking for His Own Bailout
My questions seem to go unanswered. Who installed the lobbyists in the GSE's? The money flow (looting) from the GSE's to the 527 Groups to the campaign coffers is every bit as big an issue as the bailout.
Even though I have my answers the questions bear (pun intended) repeating. Does America have to bring a class action lawsuit against the perpetrators to finally get those who should be prosecuting off their you know whats?
Ya' know Bill. Give me heads on a platter and then we'll talk bailout. What a disgrace!!
Bracing for Another Round of Credit Related Woes
"Unless you've been over-weighted Treasury bonds and oil futures since mid-2007 the odds are pretty high you're losing money"
Ultra short etf's are nice snacks.
Subprime Delinquencies Slowing? Guess Again [Housing Tracker]
No. Happy I'm not. Relieved. But not happy. I'm livid and shocked that my fellow Americans are ready to swallow the storm surge from Hurricane Fannie and Hurricane Freddie. I want answers.
Who is responsible for putting LOBBYISTS in charge of the GSE's?
Why aren't we following the money trail from the GSE's (and Countrywide) to 527 groups?
Why aren't we following the money trail from the GSE's (and Countrywide) to members of Congress?
Why aren't we examining WHY the 2006 bill to employ a regulator to monitor the GSE crack-dealers was voted down and more inportantly WHO voted it down?
Where are the investigations? The Subpoenas?
REVOLTING America. Wake up.
Government Statistics: Perfecting the Art of Mass Deception
Hurricane Fannie and Hurricane Freddie (and Tropical Depression Angelo) were forecast as only a blow over front. Now that it is IMPOSSIBLE to hide the damage they all want to "Start Anew."
Huh?
You cannot take the EGG out of the cake. And that EGG which should have been protected by Kevlar was instead LOOTED from the inside by lobbyists and their clients in Congress. Meanwhile, the Jamie Gorelicks' and Frank Raines' of the world remain free from prosecution.
Muted or fudged statistics are part of the game hence their relevance will continue to wane. The fallout from Hurricane Fannie and Hurricane Freddie have ripped and thrashed at the fabric of EVERYONE. The wreckage is there for all to see.
REVOLTING.
Apple's Problems - Bad to the Core?
Climate Exchange: Uniquely Positioned to Benefit Carbon Credit Trading Expansion
Thomas Lee pulled himself off the sword long enough to state that the number of the Bigfoot sightings will be higher twleve months from now due to the strength of the dollar and weakness in Canadien whatevers.
I know how to get America out of debt. Sell California to Mexico. They are taking it anyway. Let's just dish it out like we did Japan with downtown LA property in the 80's. East of the 405 of course
We rid ourselves of the Ninth Circuit. Huge debt. Pathetic legislature.
Earnings Preview: Home Depot
Old Media and Glossy Fluff Both Lose Ground - Pew
Does this mean America has fewer drones? Or have they just "improved" the circuiting?