Wall Street Breakfast: Must-Know News [View article]
There is more to the "Empire State" picture and that is relocation. NY is not a good state to be in; and, as people said of Ark. during the depression, "It's a good state to be FROM."
Looking at the 10Q of BG, it's not clear how they price the inventory of hard soy they carry. It is possibly understated at resale values, which may give them some fall-back on hedging. Big question?
Wall Street Breakfast: Must-Know News [View article]
J M Keynes who first lost, then regained a fortune in trading once said something to the effect:
"It is something like trying to win bets on a bathing beauty contest. The trick is not to try and guess which one is the most beautiful; it is to guess which one the judges will find most beautiful."
Now the trick is : Finding out who the judges are, or will be learnt to have been.
Wall Street Breakfast: Must-Know News [View article]
Under The Radar News - Monday [View article]
Wall Street Breakfast: Must-Know News [View article]
"It is something like trying to win bets on a bathing beauty contest. The trick is not to try and guess which one is the most beautiful; it is to guess which one the judges will find most beautiful."
Now the trick is : Finding out who the judges are, or will be learnt to have been.