|Filed Under:||Business & Finance / Investing|
|Posts on Regator:||854|
|Posts / Week:||5|
|Archived Since:||August 23, 2010|
Are you one of the few actually competing with real intention for the prize... or one of the many just killing time?
Mercenary Links October 28th: Pending home sales fall most in three years... a risky rise in US corporate lending... forging an art market in China... new housing crisis scapegoat, Britney Spears vs Somali pirates, and more.
Mercenary Links Oct 27th: Shale boom threatened by cheap crude prospects... retail investors embrace risk... Wall Street homebuyers = slumlords(?)... China's coming slowdown, RIP Lou Reed, and more.
Mercenary Links Oct 24th: Debt accumulation outpacing savings… why the next big correction could be 5 years out… World War Zirp… oil traders hungry for volatility, how the kettle got its whistle, and more. ~~~ Many Americans accumulating...Show More Summary
Mercenary Links Oct 23rd: Top China banks see looming defaults… Caterpillar ugly with a gloomy outlook… Druckenmiller’s crash warning… why crude oil is selling off… Koo’s QE trap, Puerto Rico’s debt binge, and more. ~~~ Top China Banks...Show More Summary
WTI Crude Falls Below $98 for First Time Since July – Bloomberg The shale-gas boom won’t do much for climate change. But it will make us richer. ~~~ Think the jobs report was bad? Wait until the next one- MSN Money The jobs report was totally blech. Show More Summary
Margin Debt Hits New High – MoneyBeat – WSJ ~~~ The Houdini Market: Stocks Wriggle Free of Bad News Yet Again – Barrons.com “There Will Be No Place To Hide” – Markets Are Over 50% More “Exuberant” Than In 1996 | Zero Hedge 2 Charts About...Show More Summary
Surge in boom-era debt signals overheating – FT.com ~~~ US business groups consider action against Tea Party candidates – FT.com Republican Civil War Erupts: Business Groups v. Tea Party – Bloomberg ~~~ Shutdown to Cost U.S. Billions,...Show More Summary
"The OK Plateau is that point when we reach the autonomous stage and consciously or unconsciously stay to ourselves, “I am OK at how good I have gotten at this task..."
"The king of the bond pit, nay of all pits, was (and will forever be) Lucian Thomas Baldwin III (trading badge "BAL"), known for the largest trading size of any local..."
Select tanker stocks could provide returns of 100-200% or even more... if they manage to stay alive, that is.
As a general rule of poker, investing and trading, it is better not to act than to act. It is better to do nothing than something.
The froth in Rare Earth Metals makes other bubbles look tame. Rare Earth players like MCP, AVL and REE saw run-ups in the 400% range in 2010, thanks to a shortage potential tied to Chinese export quotas. When it became clear black market...Show More Summary
After years of pain, dry bulk carriers may finally be reversing their fortunes. This turnaround is tentative, however, and highly dependent on questionable macro trends. Financially sound carriers Navios and Dryships own a high percentage...Show More Summary
Low-cost airline carriers are vulnerable to significant declines if analyst growth expectations fail to pan out. Compressed forward PE ratios suggest institutional money managers (the real buyers and sellers) are more pessimistic than consensus estimates imply. Show More Summary
Positive economic data has lit a fire under Chinese equities. Regardless of whether the data is legit or fabricated, accelerated price action for Chinese stocks makes now a good time for a review of the key Internet stocks operating in China. Show More Summary
In the jewelry store space, Zale Corp (ZLC) is a surprisingly attractive growth play, while Blue Nile (NILE) is a compelling short. The names considered here are: Blue Nile (NILE) – Online retailer of mid-level diamonds and other jewelry...Show More Summary
"Everybody wants to do it. Not everybody is willing to do what they have to do..."
"At Berkshire we have three buckets: yes, no and too hard. We just throw some decisions into the ‘too hard’ file and go onto the others."
Scientists are human beings, and as such, do not always live up to the scientific ideal. But as a benchmark -- a standard to strive for -- the ideal itself is incredibly powerful.