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Crude Oil Seeks Iranian Black Swan

what huge intelligence failures? please state your political affiliation nadeem so I can sort through your anti-Bush rhetoric and get at the real analysis here.

Doo-Doo Bank Drill Down, Part 3: Sun Trust Bank

"Reg-gie! Reg-gie! Reg-gie!".....thanks for the heads up in STI. I trade at a bank and made an absolute bundle the last couple of days since reading your article after the lehman fiasco, all on worthless teenie puts I bought. I covered everything today but bought a boat load of June and July teenie puts in case they have trouble raising $$$. seems like most players in the regionals have been caught leaning the wrong way which is unbelievable considering how far they have dropped (either that or the mkt really believes they won't be able to raise the needed cash). I'm short PNC as well but it acts like it doesn't want to go down, maybe because they're stealing FITB's business. you still long the ferts?

RBS Predicts Global Market Crash: What's In It for Them?

"thank you grace, you're wrong" if people sell now, and then we crash, they will by definition have avoided the crash and save themselves money

Bernanke: Markets Are Still Far from Normal

I was wondering what exactly the fed was trying to communicate by saying the markets are far from normal. Everyone knows Libor has been high etc. but I'm wondering if the collateral the ibanks have been posting with the fed in the Tafs is losing value rapidly and what it could mean for some of the smaller ibanks like Lehman and Merrill. any thoughts?

Did Reagan End the Era of Free Markets?

yes, Reagan, the king of deregulation, ended free markets. let me guess, you're a liberal?

Adding Fertilizer and Mulling the Market as a Commodity

it's a good thing FDX isn't getting hurt by high oil. yes, just the consumers, not stocks like fdx or ups. the high price of oil will filter through and hurt retailers, transports and eventually, ags. the chinese/indians and others who are starving will go back to eating rice oriented diets instead of protein as protein requires a lot of ridiculously priced fertilizer and most of these countries are self sustaining as far as rice is concerned. everyone in the ag trade assumes there is no substitution at higher prices of fertilizer. there is and this is why the price of rice is skyrocketing. a high price of rice is bearish for fertilizers. why? because rice requires no fertilizer and its high price is portending a move away from corn/protein based diets. if I'm a vietnamese national, do I pay 4 months of salary for a cheesburger or a few cents for some healthy and nutrious Pho. If I'm an Indonesian, do I spend a fortune on a rib eye or settle down for some basically free nasi goreng?

Wednesday Outlook: The Bad News Is the Good News

the only thing all these etf charts have in common is the lack of volume on the upmove. care to explain how that's bullish?

Buying Fertilizer Stocks In Lieu of Camel Futures

all the good news in these stocks is pretty obvious

As With Fertilizer Commodities, POT Bubbles

midwest dude...I agree with you, rationality was a bad choice of words. I'm not talking about speculators, but rather an oligopoly setting prices. It's not beyond politicians to give monopolies and oligopolies a hard time. It happens all the time and is a risk.

As With Fertilizer Commodities, POT Bubbles

I think, politically, with the food shortages across the globe, that the price fixing authorities in the US and Europe will soon look into the pricing practices of canpotex and other potash sellers and try to force some rationality into the pricing. It's a win/win politically as China would benefit as would the politician who saves the starving masses. Bush has had a soft spot for Africa and other 4th world areas. Also, the potash industry has been investigated before in the earlier part of the century for both dumping and raising prices. too much risk for me.

Tech Stocks to Lead the New Bull Market Higher

news to me that amazon is a tech stock, or google for that matter. why not site the run up in walmart as well to prove your thesis

Potash/Fertilizer Industry: The Week That Was

one thing I think you missed...there aren't a lot of shorts in these stocks which leads me to believe there are a lot of weak longs at these levels. will be interesting for sure to see if Janus can keep POT up here.

Bill Miller: Credit Panic Ended With Bear Stearns

Bill, weren't you the guy who was a conference somewhere when Bear Stearns was imploding and you were informed by an attendee that your position was getting killed. My question is, if this is the end of the credit crisis, how did you find out? Did a cab driver tell you? A supermarket checkout girl?

Is General Electric Overvalued?

Mr. Marhall, nice call afterall. Not very well written, but nice call on GE. The bullish commentators owe you an apology,that is if they can talk while choking on GE shares...

Is General Electric Overvalued?

yes this guy's article is awful but none of the bullish comments from others are making me want to buy GE either. "well managed" "great company" "so far ahead of the curve" "continuously delivers"...yawn. I think there are better stocks for you money that come without the financial exposure..sbux, hd etc.