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  • Lynching Merrill: Is It Murder or Suicide? [View article]
    Horowitz, I love you. Anybody who can pull off a Scrubs reference so well is a god in my eyes. Train wreck code for Merrill!
    Aug 06 12:05 pm |Rating: 0 0 |Link to Comment
  • Commercial Metals Earnings and the Domestic Steel Market  [View article]
    Excellent article. By the way, won't increased oil demand actually increase steel demand for drilling purposes?
    Jul 24 13:54 pm |Rating: 0 0 |Link to Comment
  • The Agriculture Boom Goes Bust [View article]
    Look at what you wrote here, Andrew:

    "It’s simple economics. Fertilizer prices are not inelastic. High prices are reducing total fertilizer use around the world. We could see a big impact on reduced consumption when the Q2 numbers come out in the next few days."

    Wrong. Fertilizer prices ARE relatively inelastic. As long as there's a strong demand for food, farmers are gonna try and grow it. In fact, the precise reason for the recent spike in fertilizer prices is BECAUSE of the ever-increasing world food demand. There's a pretty direct correlation between fertilizer prices and food prices, because as DeltaXray7 wisely said, "If farmers want good yields per acre then they have to fertilze [sic]."
    Jul 22 22:02 pm |Rating: 0 0 |Link to Comment
  • US Steel: Solid as They Come [View article]
    Up, not us. Sorry about that.
    Jul 18 14:09 pm |Rating: 0 0 |Link to Comment
  • US Steel: Solid as They Come [View article]
    Good article, but I just wanna correct one thing: X is us 28% since July 19, 2007, not year to date. It's up 18% YTD.
    Jul 18 14:08 pm |Rating: 0 0 |Link to Comment
  • What Does a Hold Rating Really Mean? [View article]
    Wahoo, couldn't have said it better myself. Good article.
    Jul 16 03:54 am |Rating: 0 0 |Link to Comment
  • Introduction to a Long Lecture on Oil [View article]
    Great article. Demand for a commodity like oil is relatively inelastic, and it's going to take a few decades for consumers to find reliable close substitutes. Demand from Chindia will only increase, and the way it looks now, American energy policy is all talk and no game. And by the way, phinsuntanning, oil is here to stay, and although I agree that there is money to be made in gold, I think that the precious metal where the greatest profits lie is actually silver, due to its relative scarcity.
    Jul 14 11:21 am |Rating: 0 0 |Link to Comment
  • Qualcomm: Technology to Topology [View article]
    Great analysis. Very astute there picking up on that femtocell move and what it means for investors.
    Jun 09 14:20 pm |Rating: 0 0 |Link to Comment
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