electric car

Wall Street Breakfast: Must-Know News

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Bring back the electric car . It was deliberately killed yes killed by GM around 2001-2003. See the documentary movie 'Who killed the Electric Car?' for evidence of their bad decision making.

What is Hank Paulson Thinking?

It may go down in history that the Ben-Hank duo cried wolf too late to get help. They pumped $600 B into the market yesterday and now have routine injections of billions again and again. This is not sustainable. This is crisis after crisis. Why don't we get it and why doesn't Congress who have no sense of economics or banking? Banks have imploded. Investment banks are dodos. We are too deep to pull out of this wierd recession without lots of fiscal and monetary help. HELP!

My Ten Predictions for 2008

Tan. Yours is a very US centric analysis for 2008. We are just 20-25% of the world economy. And we are not alone but deeply connected with the ROW (rest of the world). So here are some trends deliberately optimistic to counter balance the doom and gloom.

1. As the BRIC countries 'internetize' there is more demand for better quality of life products. The US multinationals such as PG, MCD, KO, PEP, DIS are well capitalized and out there building market share. Profits follow.

2. The ongoing battle between SIVs and SOVs (Sovereign funds) will be resolved in favor of SOVs in spite of populist sentiments. Banks and the financial sector rise from the dead like the phoenix reborn. C bottoms and races for its place in the sun. Very very BRIC baked!

3. China's much anticipated coming out Olympics party is a grand success. Its reverberations make steel stocks take off as ROW infrastructure expands.

4. Smart phones wow ROW! AAPL, RIMM, NOK, VIP... continue the market share battle.

5. As soy, corn, milk and wheat prices rise, US agriculture linked multinational cos (DE, POT, MON) and agricultural land and water resource prices continue to rise.(Have options on 'em). Wait till banks dump SIVs for SAGGIES! These are structured agri bonds. We may see a Saggie rush supported by SOVs. Better than the deserts. Good tax shelters too.

6. Arab SQUAK (Saudi Arabia, Quatar, UAE, Kuwait) funds are globalized and increasingly managed by Wall Street and Jewish expertise. Here comes world peace. GS makes a play for DOW Jones membership.

7. By the end of 2008 we are looking at Africa's commodity and oil wealth and investing in Africa plays. It is coming at us faster than we know.

8. Yeah solar fun and games continue. This is the tulips in the sun mania. Chinese, US and Canadian solar stocks may parallel the dotcom boom bust. Beware.

9. Geezer plays in pharmaceuticals, biotech, nutratech and nanotech creep into our portfolios. DNDN, ISRG are some crown jewels.

10. The drowning home builders become 'demolition builders'. Old polluted rundown homes are torn down and demolition becomes a new source of PROFIT.

Ah well that was a nice hour spent. I'll take 10% upside next year as the dollar falls another 10%. Thats where the opportunities are for me.