Archive - Sep 2010 - Blog entry
September 16th
Peak Rare Earths is Upon Us.
Submitted by madhedgefundtrader on 09/16/2010 10:23 -0500The rare earths plays have exploded into my best trades of the year. The smart money is pouring into the more valuable heavy rare earths. Are we reacinh a peak, or are we just getting started? (AVARF), (LYSCF), (GWMGF), (MCP).
FHFA’s DeMarco – TARP Banks are Pikers!
Submitted by Bruce Krasting on 09/16/2010 05:51 -0500We bail them out. They stiff us. Wonder why we hate the banks? Some thoughts on Ed DeMarco.
September 15th
The Economics of Mass Destruction - Part I
Submitted by Econophile on 09/15/2010 23:57 -0500The globalization of Keynesian economic policy will destroy capital and harm economies worldwide. The days of refuge from economically oppressive states by fleeing to America or some other relatively free capitalist country are gone. This is Part I of a two part article.
Swiss Trade Unions: We Want Two-Tiered Franc!!
Submitted by Bruce Krasting on 09/15/2010 06:53 -0500This rock is starting to roll. Once it gets moving it will be hard to stop. Something is likely to get crushed as this unfolds.
September 14th
The Republican Portfolio
Submitted by madhedgefundtrader on 09/14/2010 23:00 -0500Expect a dramatic roll back of the leftward policies the country has adopted over the last two years, and a sudden revival of the industries that have suffered as a result. Big oil, defense, health care, coal, nuclear energy, and for profit education companies are all big winners. And alternative energy too.
Government Using Anti-Terrorism Laws to Crush Dissent
Submitted by George Washington on 09/14/2010 17:55 -0500Claims of "national security" are used to keep basic financial information - such as who got bailout money - secret. That might not bode for particularly warm and friendly treatment for someone persistently demanding the release of such information ...
Visible Supply - Fast Markets
Submitted by Bruce Krasting on 09/14/2010 16:43 -0500I think the action is heating up.
Global Pension Tension: September 2010
Submitted by Leo Kolivakis on 09/14/2010 08:54 -0500A few articles for you to consider as global pension tension heats up...
Do Europe’s Banks Not Remember How 2008 Played out for Wall Street?!?
Submitted by Phoenix Capital Research on 09/14/2010 07:47 -0500I mention all of this, because the European banking system seems to be repeating the exact same policies today, only two years later.
We’ve already seen the phony “stress test” charade along with the “all is well” proclamations. Now, the largest, most venerable European banks are starting their own version of the “we need capital, but all is well” tightrope act.
Will the Basel III Bank Regulations Change Anything?
Submitted by George Washington on 09/14/2010 00:03 -0500Take a guess...
September 13th
Here’s the Winner of the November Election
Submitted by madhedgefundtrader on 09/13/2010 23:03 -0500It’s all over but the crying. Online betting site Intrade is giving the Republicans a 70.9% change of taking the house in November, and 47.5% odds that they grab 50 seats or more. Harry Reid’s job is safe, and Carly Fiorina can forget it in California. Get used to Obama. He’s in for two terms. Until November 2, it is the only game in town.
A Greek Industrial Success Story
Submitted by Leo Kolivakis on 09/13/2010 14:13 -0500Plastika Kritis is one of many Greek industrial success stories. Let me introduce you to the other side of Greece which you don't know about...
China Flexes Its Muscles
Submitted by Bruce Krasting on 09/13/2010 11:13 -0500You're on your own. Be guided accordingly.
Daily Options and Futures Data and Analysis Smorgasbord
Submitted by foltarsh on 09/13/2010 09:15 -0500Daily Options and Futures Data and Analysis Smorgasbord
