Seeking Alpha

LATEST INSTABLOGS POSTS

  • A Conversation With the Boots on the Ground
    I have spent many hours speaking at length with the generals who are running our wars in the Middle East, like David Petraeus, and James E. Cartwright. To get the boots on the ground view, I attended the graduation of a friend at the Defense Language Institute in Monterey, California, the... More »
    Feb. 14, 2011
  • China‚Äôs Long and Winding Road
    I spent the evening speaking to Gao Jie, a Beijing civil judge who left the bench to join China’s growing environmental movement when her kids came home from school one day coughing and wheezing. You only have to inhale in the capitol city these days to understand that they have a huge... More »
    Feb. 14, 2011
  • April 8 Paris Strategy Luncheon
    Come join me for lunch for the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Paris on Friday, April 8, 2011. A three course lunch will be followed by a 45 minute PowerPoint presentation and a 45 minute question and answer period. I’ll be giving you my... More »
    Feb. 14, 2011
  • BioTime (AMEX:BTX) to acquire Glycosan BioSystems
    BTX signed a definitive agreement to merge Glycosan BioSystems (Glycosan) with BTX’s wholly-owned subsidiary, OrthoCyte Corp. The acquisition is expected to close 3/18/11.Glycosan’s products demonstrate abilities to support the growth and directed differentiation of stem cells... More »
    Feb. 14, 2011
  • Quote of the Day
    “There is one peculiarity about mass psychology in that when you are in a bubble, you can’t see it. Bubbles are invisible when you are inside the bubble,” said the charming Jim Dines, of The Dines Letter.
    Feb. 14, 2011
  • The One Bright Spot in Real Estate
    After my weekly dump on residential real estate, I feel obliged to reveal one corner of this beleaguered market that might actually make sense. By 2050 the population of California will soar from 37 million to 50 million, and that of the US from 300 million to 400 million, according to data... More »
    Feb. 14, 2011
  • The Gold Rush in Iraq
    There is a Gold Rush Underway in Iraq, with major implications for the rest of us. The success of the recent oil auctions in Iraq is creating a windfall for American oil services companies. Schlumberger (SLB), Baker Hughes (BHI), Weatherford (WFT), and Halliburton (HAL) have committed to... More »
    Feb. 14, 2011
  • The Real Estate Market in 2030
    A number of analysts, and even some of those in the real estate industry, are finally coming around to the depressing conclusion that there will never be a recovery in residential real estate. Long time readers of this letter know too well that I have been hugely negative on the sector since... More »
    Feb. 14, 2011
  • ORFG, IHS, LLL, EPD, AVOT- Stock Reports! from Stock-PR.com
    Stock-PR Reporting   FREE Daily Stock Alerts From Stock-PR.com ________________________________________ Orofino Gold Corp. (ORFG.PK) Orofino Gold Corp. (ORFG.PK) is pleased to announce the appointment of Mr. Salvador Rivero to the company’s Board of Directors. Mr. Rivero brings to... More »
    Feb. 14, 2011
  • Quote of the Day
    “Banks have turned into gigantic gambling institutions. You never know what you own. I wouldn’t touch them if you pointed a gun to my head,” said legendary hedge fund manager Bill Fleckenstein on Hedge Fund Radio.
    Feb. 14, 2011