flyingdutchman

A Silicon Valley start-up unveils its long-awaited efforts to replace memory chips. Unity Semiconductor Corp. says its technology can store four times more data than a conventional chip and record data 5-10 times faster.

Seems there is a possible patent problem with Unity relating to earlier patents that HP filed for their memristor based RRAM which cover the crossbar design used by Unity.
But someone must think these are moot as the money rolls in.

Steer Clear of Shipping's Baltic Dry Index

Some folks are using the BDI for a weather vane on the state of the world economy.
The last jump up is reported as being meaningful for a positive outlook.
I read an article that mentioned that shippers are anchoring their vessels in and around the port of Singapore in numbers not seen for thirty years.Hundreds estimated , just sitting around. Which may explain the jump in the index as pertaining to loaded vessels.
The shippers have reduced the fleet to maintain efficiencies.

How Will Markets React to Stimulus Plan?

baltic dry index seems out of whack as the major markets continue to contract , evidenced by the broad market etf's dropping.

Profiting from Obama's Infrastructure Plans

great stuff I was scratchng my head on the construction side of the proposed infrastructure boost .
Now what about the machinery side , such as Cat, etc
Etf anyone ? PKB is a US based construction ETF with minimal exposure to the housing problems.
These have moved up today so waiting for a pull back might be in order .

Charts of the Day: Gold, and Baltic Dry Index

one reason the baltic dry goods has plummeted is due to the credit squeeze .
Credit notes from one bank to another have been turned down so the shippers are unable to load and send their ships.
Gold has been kept down due to the anticipated and actual selling by banks from there stores as they raise cash to cover this ongoing credit situation.

Stability Primer: Keep An Eye On the TED Spread

good article seems the TED is falling as we read - some reassuring news at least.
Now we have the hedge fund redemptions to look forward to -leveraged at least 10x means a lot of equity dumping to cover those investors that are piling to cash

Potash One Will Be Top Performer in Agriculture Bull Market

Fertilizer stocks have had their run, the recent pull back in share price of the three major north american plays is seen by some to be an opportunity to buy more but as the price of fertilizerhas stablised and pulled back in certain areas it seems safe to assume that the run up in share price has peaked . China has imposed taxes up to 180% on its export fertilizer in an attempt to supply it's own needs. If this reduces global supply significantly then we may see a resurgence of rising fertilizer prices.

Potash Corp. Earns $2.82, a 220% Increase

Did you all catch the news of the strike notice given to POT by it's union? This may help explain some of the reluctance in sp movement. The company was handed 48 hr strike notice two days ago. Its another uncertainty along with the perceived short term pull back in demand.BMO states that it will not be resolved quickly unless the company agrees to the unions demands.