Archive - Aug 20, 2010 - Blog entry
The Road To Stagflation
Submitted by Econophile on 08/20/2010 23:42 -0500This is an article I wrote for a newspaper that is a reprise of my reasoning why I think we are headed for stagflation. The article will appear next week, but it will be familiar stuff for my readers.
Transportation, Emissions, Biofuels and Whiskey
Submitted by asiablues on 08/20/2010 23:34 -0500A new study by the Carbon Disclosure Project finds the transportation sector generating 13% of total global emissions. While there are ongoing debates about the link between greenhouse emissions and climate change, it is a logical and evolutional process to broaden our energy sources. Biofuels is one of the reasonable, although not complete, solutions, and one of the latest biofuel developments is using whiskey by-products.
Will an M&A Boom Lift Sagging Markets?
Submitted by Leo Kolivakis on 08/20/2010 18:26 -0500It looks like an M&A boom is on the horizon and it might provide a much needed lift to sagging markets.
Hedge Fund Corners the Cocoa Market
Submitted by madhedgefundtrader on 08/20/2010 17:53 -0500Taking physical delivery turns the market upside down. Speculation is rife about secret hedges, under the table contracts, or other back room deals. Banned in the US, but legal in London. A newfound penchant for chocolate by the rising Chinese middle class. Get involved, but you might consider taking a long nap first. (NIB).
Use of Dispersants in the Gulf Proves to Have Little Benefit
Submitted by George Washington on 08/20/2010 16:18 -0500All downside, no upside...
The Deflation Bogeyman
Submitted by Expected Returns on 08/20/2010 14:21 -0500Based on the comments and emails I'm receiving lately, it appears more and more people are hopping on the deflation bandwagon. These correspondences have exposed to me an obvious misunderstanding of basic facts. While I suppose I am an "inflationist", I'm the first to admit that deflationists have some valid arguments to support their claims. But at the end of the day, their arguments are flawed; I just don't see deflation as a realistic threat moving forward.
How Much Debt Does the S&P 500 Have?
Submitted by Bruce Krasting on 08/20/2010 08:44 -0500The answer to the question above is: Much more than you think. Much more than they are reporting
Tech Sector: HP`s Outlook for 4th Quarter Much Better than Cisco`s Chambers
Submitted by asiablues on 08/20/2010 08:33 -0500My take from listening to the HP earnings call last night and a comparison of the tech sector outlook between HP and Cisco
Pivotfarm Daily News Harvest 20th August 2010
Submitted by Pivotfarm on 08/20/2010 07:32 -0500Markets in a Flash
· As European markets opened and fell this morning and a correlating fall has been seen in the EUR/USD currency pair after comments by ECB council member Axel Weber suggested that that the ECB will support the region’s banks for longer than some investors expected.
· The USD/CAD saw a strong jump north breaking the 1.0500 level as Canadian Core CPI data came in less than expected.
· The GBP looks weak today along with the EUR as European equity markets fell. The JPY and USD seem to be strong against the two.
Top Oil Expert: Geology is “Fractured”, Relief Wells May Fail and Oil May Leak for Years … BP is Using a “Cloak of Silence”, and Refusing to Share Even Basic Data with the Government
Submitted by George Washington on 08/20/2010 02:07 -0500Few people in the world know more about oil drilling disasters than Dr. Robert Bea. We would be wise to listen to what he has to say ...
Response To Pragmatic Idealist And His Article On Austrian Theory
Submitted by Econophile on 08/20/2010 01:24 -0500Dear Pragmatic Idealist: I don't know where you get your ideas about Austrian theory, but they are completely wrong.
