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Monthly Archives: May 2010

China Inflation: Canary In The Coal Mine

Posted: May 11, 2010 at 5:48 am

Inflation in China, largely controlled during the global recession, roared back in April. The increase in prices comes after news that the nation's manufacturing index has risen since the beginning ...
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The Deepwater Horizon Disaster And The Search For The Cement Plug

Posted: May 11, 2010 at 5:27 am

The blame cycle that has emerged about which company caused the collapse of the Deepwater Horizon rig has come around to a cement plug. The "device" is supposed to seal ...
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European Bailout Loses Support As Analysts See Flaws

Posted: May 11, 2010 at 5:04 am

Global markets have begun to reject the value of the nearly $1 trillion facility set up by Eurozone nations, the IMF, and the European Central Bank. The influx of capital was ...
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Media Digest (5/11/2010) Reuters, WSJ, NYTimes, FT, Bloomberg

Posted: May 11, 2010 at 3:46 am

Reuters:  Doubts about the EU plan drove markets down. Reuters:   SEC and the exchanges will boost market rules to prevent huge sell-offs. Reuters:   A Fed official said nations must rebalance their ...
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Rally Take: ADRs Show Where Real Moves Were (AIB, BBVA, STD, IRE, BCS, DAI, ING, PHG, REP, SI, TI, ALU, BP)

Posted: May 10, 2010 at 5:31 pm

A 404-point move up in the DJIA and a near 49-point run in the S&P 500 sounds massive at 3.9% and 4.4% respectively.  When you look at the international markets, ...
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China Still Runs on Coal (BTU, ANR, CNX, BHP, RTP, YZC)

Posted: May 10, 2010 at 4:08 pm

China consumed 864 million metric tons of coal in the first quarter of 2010. Thermal coal consumption to generate electricity totaled 444 million metric tons and metallurgical coal consumption, primarily ...
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Icahn Eaten by Lions at the Gate (LGF)

Posted: May 10, 2010 at 3:59 pm

Lions Gate Entertainment Corp. (NYSE: LGF) has just told Carl Icahn what he probably knew was coming but did not want to admit about his buyout offer.  The company's shareholders ...
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Moody’s Could Still Cut Greece To “Junk”

Posted: May 10, 2010 at 3:07 pm

The $1 trillon EU bailout package has not fooled the keen analysts at Moody's--the same organization that helped bring the world the mortgage-securities catastrophe. The ratings agency clearly thinks that ...
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Communications Chip Leaders Have Portfolio IPO (TXN, MRVL, WNTG)

Posted: May 10, 2010 at 2:02 pm

Wintegra Inc. is among the latest of companies filing for an initial public offering.  The Austin-based access processing semiconductor fabless designer makes highly integrated network processors optimized for mobile backhaul, ...
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Some Stocks Won’t Perform With Market (BWLD, CMCSA, CVC, DF, DRWI, HAL, MCO, MHP, NRG, PCBC, WMT, COST, GENZ)

Posted: May 10, 2010 at 12:35 pm

What happens when you have a huge rally and you still see many popular stocks not performing at all or hardly up at all on the broad market?  Traders either ...
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Timber Companies Follow Homebuilders (LPX, WY, BZH, PHM, DHI, XHB, CUT)

Posted: May 10, 2010 at 11:45 am

Perhaps one way to get a read on where housing construction in the US is headed is to look at the companies who supply the lumber that goes into ...
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ProLogis & Solar… More Free Money For Shareholderss (PLD, EIX)

Posted: May 10, 2010 at 11:31 am

ProLogis (NYSE: PLD) is already very well known as a REIT in commercial space for warehouse-type of projects for storage, warehousing, distribution, and office parks.  Now, it is going to ...
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Google Android Crushes Apple In Mobile OS Race

Posted: May 10, 2010 at 11:08 am

Google Inc's (NASDAQ: GOOG) Android mobile OS is being adopted at an rapid pace by hardware firms from HTC to Motorola (NYSE: MOT). Google also has its own Android handset--the Nexus One. The ...
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Will Nearly $1 Trillion EU Bailout Plan Work?

Posted: May 10, 2010 at 10:49 am

By Heather Horn of The Atlantic Wire Just as pessimism over euro-zone disorder was reaching its peak, the EU has announced a massive bailout plan to counter what The Wall ...
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Solar Shares in the Spotlight Again (ENER, SOL, STP, TAN, SPWRA)

Posted: May 10, 2010 at 10:39 am

Solar is back, partly, or at least the news indicates this on some of the players.   Energy Conversion Devices Inc. (NASDAQ:ENER) is a US maker of a flexible, thin-film solar ...
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