CPST1

Thursday Outlook: Commodities, Global Markets

Is it really an asset bubble or the path of least resistance?

AIG Is Dead, Long Live AIG

Charts, daytraders, ponzi schemes and other lucrative affairs can't really be the reason AIG common has reversed split and set off to triple its common value in a shorter course than its demise had lead us to believe since last October. If instead, there is a rational way to put forth that the losses as illustrated are paper losses and the bailout funds are hard cash, then such cause may as well stand to reason to be as plausible as what so far has defied gravity and continues to rise. The asset class that is under company protection is one such insight as to where and why the value of AIG remains firm and to those whose control is within its grasp.

Manufacturers are wary ahead of a clunkers-esque rebate program for appliances. The $300M scheme isn't large enough to create significant gains for appliance makers, and lacks consistency, with rebates varying state-by-state.

Hybrid Electric Heat Pump Water Heater -- 62% less energy
www.geappliances.com/p...

Taxpayers, be proud. Despite lawmakers' public outrage at the use of corporate planes by bailed-out companies, Congress plans to spend $550M buying eight new jets for government use.

Interested in a Mustang? Cessna's current offer for this airplane is Q3 2011 and $3,145,000. Thanks to the worldwide economic collapse, we can sell you a brand-new one for as little as $2,820,000.

philip.greenspun.com/f...

Cash for Clunkers May Cost Up to $45,354 Per Vehicle

As noted above the program permanently removes vehicles from the road. Without the program the same vehicles would be recycled for parts, or sold as, “used”. Cash for Clunkers is the only car buying program to have ever systematically destroyed the trade-in vehicle… It effectively sets up a chop-shop and a grey market to salvage anything from seats to wheels, axles, calipers, rear or side view mirrors, auto body doors, hoods and the like, regardless of …. At this time the dealers are petitioning for exemption to at least scab the engines and transmissions, before the vehicles are taken to be destroyed/recycled...

The Edmund’s figure does not factor the removal of the vehicle from used vehicle inventory, nor consider the residual effect of generating used parts sales. Vehicle parts often cost three times the value of the auto when new. Therefore, as long as the figure of 250,000 vehicles is used of which 200,000 are ordinarily trade-ins anyhow, the fact is on paper, each vehicle will be removed from service.

Think Green

Why GDP Stats Are Still Ugly

To elaborate here upon 1000 pages of economic ways and means is to falter the discipline of trial and error. However, to compare GS as example from which to gauge economic recovery is fair to exchange. Duck soup, pump and dump are merely recessional languishment of what has been left behind for that which lies ahead. A 1% increase in newly derived GDP growth and that should be stressed as new with, without any mileage what so ever. As turn key ready to go, is only a starting point from which the stage of this, today’s economic recovery has begun. A 1% GDP factor when measured in relational means as to the returns GS has garnered with careful placement of investment demonstrates how stimulus money provides multitudes of earnings. It is the arrangement of toxic asset to not withhold or hinder any longer, the prosperity already realized and all the much more to be gained when and where within the scale of economy new trends and emerging markets can most succeed.

Why GDP Stats Are Still Ugly

The real question is what is changing and by how much? Either you can subscribe to the stimulas package as a way in which to promote new, faster, better cleaner technology today, or keep plodding along with the same old, same old bubble brain technology.

Taking the wheels off GDP data is not the way to look at the "new tomorrow" and the better days ahead. There are new attributes within, that the stimulas bill has targeted and it is through this defining moment of carefully arranged spending that the economy will recover just as we have seen the equity markets rebound since the first of the year.

Bond Expert: Wednesday Outlook

LK, ole chap, cheer up. Microsoft with Yahoo are merging and migrating all good things together, and if you don't mind me saying so, solar silicon is quite cheap these days.

Bond Expert: Friday Wrap

Senator Franken: 1 percent yield?

What's So Great About Intel's Earnings?

The fundamental is the underlying change or Moore's Law.
Granted you can buy Pentium 4 Desktops on eBay all day for under $100 computers.shop.ebay.co... and there's a reason. This SA article seekingalpha.com/artic... from April goes into depth about the newer chips Intel is making.

The basis is that in the same manner a SmartPhone will soon have the power or certain capacities as today’s computer, the new brand of computer in much the same factor will have a power of three if compared with today's common system architecture. Therefore, using less power to run the CPU to save on cost as to use less physical space to host the computer system... In short order a company like that of Rack Space (RAX) would use less and less physical space to accomplish more and server load over any extended period of time while optimizing power usage relative to system performance.

When's the recovery? Never. Former Labor Secretary Robert Reich predicts not a V, not a U, but an X. The economy can't get back on track because the track we were on for years - flat or declining median wages, mounting consumer debt, and widening insecurity - can't be sustained. "The X marks a brand new track - a new economy. What will it look like? Nobody knows."

Excellent. I've never agreed with this person before and now I understand why. On my own the comparative value of living in Boston or Maine is two worlds apart. When at 6:30 am one early morning on the way back to Maine the interstate corridor was 70 mph bumper to bumper on the way from Providence to 128 (the outer loop of Boston) when in one moment the traffic came to a virtual stand still. It’s the same experience of grid lock between Fort Lauderdale and Miami at 11pm. Only there the traffic comes to a dead stop from regular highway speeds. No one can function in this manner. As is the same with the economy. The roads are blocked, the price of fuel is compounded when the traffic is at virtual stand still 2 hours a day, and in every major city around the world for the manner. The values and expectations are high, but the obstacles in the way are too great to continue down the same path. The one exception is the occasional Powerball Billboard with an estimated $225,000,000 jackpot. The last winner had it right.
www.powerball.com/

Rambus: Legal Battles Continue

I'm sorry to act up here again only somewhere, there is another dimension to price change regardless of implied volatility.

But firstly I suggest that a vital component regarding this lawsuit, is the loss of ability to own the stock as a common holder. Or so it seems from ones own aspect.

That and there's a sort of vacuum cleaners, that are programmed to seek volatile underlying positions and find every piece of action there is to pick up before moving on.

Iran is just 1-3 years away from acquiring a nuclear bomb, and the clock is ticking for the international community to prevent it, Admiral Mike Mullen, Chairman of the Joint Chiefs of Staff, says.

Sounds like it will be just in time for their next election...

Google Chrome: Redefining the Operating System

Then of course Intel has development plans as well.

seekingalpha.com/artic...

To be sure. It isn't that a personnel computer is set up to run any kind of application to begin with so much as it can be made to perform task that are beyond the reach of what most users can be expected to perform while using and maintaining their own stand alone platform. That any newly developed Operating system designed to run different types of computing platforms like that of Netbooks or mobile computing devices is most certainly a brilliant future in the not do distant future. A repeat of a Windows style platform is a waste of time.

Google Chrome: Redefining the Operating System

The key is to make the netbook or other device interoperable with its cloud bank. Such that even though, Chrome won't run Grand Theft Auto, or, Flight Simulator, its browser appliance will. In that manner Google could build a subscriber base, a pay as you go platform for when you connect to their network, much in the same way your cell phone connects to the wireless network. If you read Bill's book, The Road Ahead, he gets into this fairly well as he hopes in time he'll have enough satellites in orbit to build out the web in order to network more computers to computers. It isn't that a personnel computer is set up to run an application to begin with so much as it can be made to perform task that are beyond the reach of what one can be expected to perform when using and maintaining their own stand alone platform.

In some regard perhaps it could be said that this kind of application is where IBM is already at today as they have been since the 60s. The only difference from the 60s is the availability of the hardware to be made portable and affordable while serving in a wireless range of reception. Other factors include graphics and the installation of sensors like that which afford Google Earth to be as it is serves as a critical function in this process all the same.