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Monthly Archives: September 2011

Economic Confidence and the Stock Market

It is odd that economic confidence should be tied to the stock market. According to Gallup, it is, even though the great majority of American do not own stocks -- ...
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Media Digest (9/27/2011) Reuters, WSJ, NYTimes, FT, Bloomberg

World stocks rise on the hope that the eurozone will address its financial problems. (Reuters) Apple (NASDAQ: AAPL) shares fall because of rumors that iPad production is low. (Reuters) Warren ...
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Nine American Cities Going Broke

Of the 7,800 bonds in the U.S. secured by state or local governments, only 25 are currently speculative-grade, or junk-bonds, rated by Moody’s Ba1 or lower. Only municipalities received such ...
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The Bursting Gold & Silver Bubble… Both Became The Devil’s Metal (GLD, GDX, GDXJ, SLV, TIF)

On the way up, you heard many $2,000 gold targets.  On the way down, the dooms-day crowd not only gets bold but they come out of the woodwork.  Monday marked ...
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When Is Boeing’s 787 Dreamliner Breakeven Year? (BA)

There has been a lot of buzz, and outright pain, around the launch of the Boeing 787 Dreamliner from Boeing Co. (NYSE: BA).  Has it been three years of delays?  ...
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New Home Sales Continue to be Awful (KBH, LEN, PHM, DHI, TOL, NVR, BZH, XHB)

Despite a near-compulsive search for good news from the US housing market, nearly every story contains more than enough dismal news to outweigh whatever good news there is. Generally the ...
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America’s Most Dysfunctional Boards

Some boards of directors of America’s largest public companies have shown such poor judgment guiding their troubled corporations that they have long stopped being effective. Just recently, the misguided actions ...
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Odyssey Marine: Silver Lining In Treasure Hunting (OMEX, SLV)

Odyssey Marine Exploration, Inc. (NASDAQ: OMEX) is far from your ordinary company.  This is a public treasure hunting outfit.  Really.  The company is generally not much of an equity trading ...
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Are Diesel Exports Keeping US Gas Prices High? (VLO, MPC)

In the week ended September 16th, the US exported more refined products than it imported. Year-over-year, the US is now exporting 714,000 barrels/day more refined products than it is importing. ...
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The Great Shale Gas Opportunity in China For Outsiders (BHI, HAL, SLB, NOV, CHK, DVN, SNP, CEO, PTR, RDS-A, CVX, BP)

The boom in US natural gas drilling resulting from the technological advances of horizontal drilling and hydraulic fracturing is beginning to spread to the rest of the world. In some ...
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Stock Buybacks Coming For Berkshire Hathaway (BRK-A, BRK-B)

Berkshire Hathaway Inc. (NYSE: BRK-A) saw its share break under $100,000.00 last week in its A-Shares.  Apparently Mr. Buffett thinks enough is enough.  The company's board of directors has authorized ...
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Apple Kills Quarter of iPad 2 Orders (IT, AAPL, JPM, AMZN, RIM, HPQ, DELL, GOOG, HNHPF, SSNLF)

Just last week we noted a new study from the Gartner Group Inc. (NYSE: IT) that the iPad from Apple Inc. (NASDAQ: AAPL) looked set to dominate the tablet market ...
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Top Active Trader Alert Stocks (DB, FSLR, LULU, NFLX, TEVA)

Active traders and day traders have many stocks to choose from this Monday morning. We are tracking news and  moves in shares of Deutsche Bank (NYSE: DB), First Solar, Inc. (NASDAQ: FSLR), Lululemon ...
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Top Analyst Upgrades & Downgrades (AMD, ALKS, AMSG, ERTS, EXPE, FSLR, GXP, GMCR, GPRE, ITRI, NFLX, OXY, SLE, UTX)

These are some of this Monday's top analyst upgrades, downgrades, and initiations seen having an impact from Wall Street research. Advanced Micro Devices Inc. (NYSE: AMD) Raised to Buy at ...
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European ADRs Leading The Surge For U.S. Equities (ALU, MT, BHP, DB, FTE, PHG, NOK, NBG, SI, TI, UBS)

Friday's bounce in the U.S. is continuing based on the fact that there was no significant negative news or negative developments over the weekend. On the day we were down last ...
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