Contributing Editors' Blog Entries
Oilfield Services Sector & Forget About Natural Gas
Submitted by asiablues on 09/07/2009 - 19:32 Natural Gas The market's upward momentum this year has hordes of investors still looking for opportunities with good entry points. With crude prices hovering around the $70/bbl range, even with reduced demand, oilfield services remains one of the more promising sectors still with room to grow.
Are Labour's Fortunes Turning?
Submitted by Leo Kolivakis on 09/07/2009 - 14:01 But even when employment eventually picks up, it will be the most meager recovery ever and the pick-up in activity will likely be in sectors like education, health care, infrastructure and alternative energy.
Will gold shine again?
Submitted by Vitaliy Katsenelson on 09/07/2009 - 09:50 The thinking of the so-called gold bug often takes on a variation of this form: While in the bunker (or any other variance of the “world-falling-apart” scenario), you cannot pay for food with paper money or a stock or bond certificate.
Good morning, worker drones: This Week in Mayhem
Submitted by Project Mayhem on 09/07/2009 - 07:01 Project Mayhem reviews the most important financial and geopolitical news of the past week and takes a look at the week ahead.
Investor Sentiment: Marking Time
Submitted by thetechnicaltake on 09/06/2009 - 14:43 Investor Sentiment There is little follow through on either side of the equity markets. Outsize bets in either direction are not warranted.Who is going to buy gold?
Submitted by Vitaliy Katsenelson on 09/06/2009 - 10:33 This is the first in a series of what some may consider as “gold bashing” articles. I am not short gold in any shape or form. I am simply presenting the other side of the argument in response to what I deem to be dishonest, gold-pimping commercials that we are subjected to all day long on TV. I may be wrong, but I am honest.Imperialism and Financialism: A Story of a Nexus?
Submitted by Leo Kolivakis on 09/06/2009 - 10:17 In the opinion of many, the growing severity of recent financial, economic and military crises suggests that this ability has been greatly reduced and that U.S. hegemony is now coming to an end. The highly publicized nature of these imperial misgivings makes this latest version of the nexus seem persuasive.
What makes us invest more?
Submitted by J.D. Swampfox on 09/05/2009 - 09:08 We have two choices for what to do with our savings: 1) we can “park it” in existing assets (stocks, bonds, mattresses), or 2) we can invest it in new capital formation. What makes us choose one over the other?Cap Public Sector Pensions?
Submitted by Leo Kolivakis on 09/05/2009 - 07:35 A doubling of the pension rate is terrible news? I got a better idea, why don't we also cap public sector pensions in North America? Any politician courageous enough to propose this idea here? Of course, that means a cut in their own gold plated pensions.Gold and Systemic Crisis
Submitted by Project Mayhem on 09/05/2009 - 05:23 Presently many otherwise intelligent and capable individuals in America do not seem to understand the origins of the financial crisis -- and the multiple aspects (or shall we say 'tentacles'?) of its origination.
An Insider look at Ginnie Mae MBS
Submitted by Bruce Krasting on 09/04/2009 - 20:48 Ginnie Mae A analysis of busted Ginnie Mae MBS. This comes from a Wall Streeter who prefers to remain Anon. Scary stuff.Is there any upside in American Express?
Submitted by Vitaliy Katsenelson on 09/04/2009 - 14:15 American Express Financial stocks had a huge run up from their bottom. Many have doubled and tripled, but are they still cheap?A Metro NYC Real Estate Horror Story
Submitted by Bruce Krasting on 09/04/2009 - 11:13 Real estate How much money was lost in RE this morning in my neighborhood? At least $50mm. A very sad and troubling real estate deal has proved to be a wake up call.
If You Believe All The Negative Hype About Commercial Real Estate, I've Got A Few Thousand Vacant Office Buildings To Sell You
Submitted by Benjamin N. Dov... on 09/03/2009 - 23:28 Commercial Real Estate Real estate That gasping sound you hear coming from the commercial real estate market just means it's alive and kicking.