Archive | September, 2009
How to Prepare For China’s Coming Derivative Default
In case you have not heard the news, China has announced that it will be instructing its state-owned enterprises to potentially default on their derivatives contracts. As I have written extensively in the past, the derivatives market is a massive time bomb just waiting to go off. China’s latest move may be the match that [...]
Continue reading...Donald Coxe – Investment Recommendations (September 2009)
13 September 2009 – 2:51 pm PST
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The September edition of Donald Coxe’s Basic Points research report (subtitled “Dem Bluesâ€) has just been published. His investment recommendations, as summarized in this document, are listed in the paragraphs below, but I do recommend you also read the full report at the bottom of the post. (Also note that Donald’s weekly webcasts can be [...]
Continue reading...Picture du Jour: Why stock markets haven’t corrected yet
13 September 2009 – 2:51 pm PST
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The comments below were provided by Kevin Lane of Fusion IQ. Stock price direction is a function of several factors, namely valuation, future expectations, sentiment and liquidity. We believe the last component may be the most important since buying power or lack thereof ultimately determines whether stocks go up or down. Typically liquidity is strongest [...]
Continue reading...Stocks to Kickoff the NFL Season (VZ, SIRI, PEP)
11 September 2009 – 4:18 pm PST
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For pro football fans, the long, long wait is finally over. Summer is fun and all, but eventually it’s time to put away the golf clubs and fishing rods and get down to the business of gridiron conflict. Here are some companies that are providing products and services to make the season more enjoyable and [...]
Continue reading...Eye Drops Win Unanimous FDA Approval (Nasdaq: ISTA)
11 September 2009 – 11:37 am PST
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The pharmaceutical company ISTA Pharmaceuticals (Nasdaq: ISTA) won unanimousous support for the approval of their new drug for the treatment of itchy eyes name Bepreve eye drops. The eye drops are designed to treat patients with itchy eyes due to allergies and is for patients ages 2 years and up.  The company’s shares showed the [...]
Continue reading...Eating More Meals at Home (SBUX, EAT, KR, SWY)
11 September 2009 – 11:17 am PST
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A recent Harris Interactive survey sponsored by Food Shopping Trends (NASDAQ:WFMI) showed that two thirds of Americans have changed their eating habits. 51% are eating dinner at home more often and 37% are taking a hard look at their grocery shopping habits. If the trend continues it could very well negatively affect stocks of such [...]
Continue reading...Prieur’s readings (September 8, 2009)
7 September 2009 – 11:22 pm PST
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This post provides links to a number of thought-provoking articles I have read over the past few days that you may also find interesting. •John Hussman (Hussman Funds): Showtime for visible roots and fruit, September 8, 2009. In my view, the next 12-16 weeks will be extremely important in shedding light on any incipient economic [...]
Continue reading...Q & A with Gabelli: The strong will get stronger
7 September 2009 – 11:20 pm PST
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An upshot of the financial crisis could be that investors go back to basics. In the case of equities, the means “plain old stock-picking†as Mario Gabelli of Gabelli Asset Management describes it. The paragraphs below are an excerpt of a recent interview Hedgeweek had with Gabelli. GFM: Will the US be the first country [...]
Continue reading...Serious credit crunch remains, and it will until labor market turns
7 September 2009 – 11:19 pm PST
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This post is a guest contribution by Rebecca Wilder*, author of the of the News N Economics blog. In July, the Kansas City Fed reported – they measure the Kansas City Financial Stress Index (KCFSI), which is an composite index of 11 financial variables that reflects stress in the financial system – that the financial [...]
Continue reading...Be careful of hidden adversity
7 September 2009 – 11:15 pm PST
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I received quite a few requests from readers over the past couple of weeks about the link to this post and have therefore decided to republish the item. After the financial crisis, we have a few tips to note when investing. Please spend at least 30 seconds to study the picture below. If this is [...]
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13 September 2009 – 11:12 pm PST
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