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bearishondisco

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  • Japanese stocks move higher in early trading on the back of a strong finish in the U.S. overnight. The Nikkei Average gains +0.36% at 8,465.92, with tech shares, which had sold off sharply earlier in the week, getting a boost: Elpida Memory (ELPDF.PK +2.7%), Renesas Electronics (RNECY.PK +4%), and Advantest Corp. (ATE +3.08%).  [View news story]
    It's important to keep the Nikkei prices in context. At 8465 the index is 80% off its 1989 high of 38,915. After 20 years of deflation, words like "move higher" and getting a "boost" carry little significance.
    Oct 4 09:17 PM | Likes Like |Link to Comment
  • Yuan Convertibility Will Have Major Implications For Gold, Global Economy [View article]
    Very insightful article. Thank you.
    Sep 9 12:17 PM | 1 Like Like |Link to Comment
  • Capital One (COF) and Bank of America (BAC) have the most user-friendly online disclosures about credit card terms, according to Card Hub, which says it visited the websites of the card issuers and evaluated how easy it was to find key information about the cards without delving into the fine print.  [View news story]
    Why does SA care what Card Hub has to say? I don't. Credit card borrowers = debt serfs. Why encourage it?
    Aug 30 07:15 PM | Likes Like |Link to Comment
  • Paul Krugman attempts to shatter the shibboleth that Argentina's debt default doomed the country. Just the opposite, the nation suffered for years, as it tried to muddle along with a massive debt overhang. Finally defaulting in 2001, a brief, severe downturn set the stage for a decade of economic growth.  [View news story]
    If by "brief downturn" you mean that citizens lost their life savings in Argentina's failed banks and had to start over, then it really must have been just a bump in the road.
    Jun 23 04:43 PM | 1 Like Like |Link to Comment
  • A move to limit coal mining in forested areas leaves India with a far larger shortfall of the fuel than expected, prompting an emergency government meeting. Critical for India's power and steel industries, the coal shortage will be met with greater imports, but there will be pressure to ease domestic restrictions on mining.  [View news story]
    Leftfield, you're not far off. Sri Lanka has mortgaged its tropical forests to the U.S. for cash.

    Environmental Foundation Ltd.
    Press Release.

    The Government of Sri Lanka has decided to look into the possibilities of coming into an agreement with the Government of the United States of America to swap our national debts to the Conservation of tropical forests remaining in the country. This had been made possible under the Tropical Forest Conservation Act of 1998 (105 US C 214 of 29.07.1998). This act is an amendment to the Foreign Assistance Act (22 US C2151) and is intended to facilitate the protection of tropical forests thorough debt reduction with developing countries with tropical forests.

    ...More info a: Environmental; Foundation Ltd.,
    03, Campbell Terrace, Colombo 10, Sri Lanka Tel: 697226
    May 13 09:54 AM | 4 Likes Like |Link to Comment
  • T. Rowe Price (TROW) has been dipping its funds into social media, including game maker Zynga ($71.8M), coupon site Groupon ($86.8M) and Facebook ($190.5M) - fractions of T. Rowe's investments overall, but ramping up quickly.  [View news story]
    Smart $ safely exits stage left, taken out by hard earned retirement savings.
    Apr 15 01:32 PM | 1 Like Like |Link to Comment
  • News Corp. (NWS +0.3%) offers to sell Sky News and subsidize the channel for years to win approval of its planned takeover of all of BSkyB, the BBC reports. As a result, U.K. Culture Secretary Jeremy Hunt likely will approve the deal, possibly "as soon as tomorrow."  [View news story]
    What is the role of a Culture Secretary and what does it have to do with anti-trust issues?
    Mar 2 02:09 PM | Likes Like |Link to Comment
  • California Crushes Proposition 23: What It Means for America‚Ķ and Investors [View article]
    The question is for gebby not Jeep.
    Nov 12 11:18 AM | Likes Like |Link to Comment
  • California Crushes Proposition 23: What It Means for America‚Ķ and Investors [View article]
    Does rest of the world include China? That country burns twice as much coal as the US (2B TPY vs. 1B), and is projected to burn five times as much in the coming years. The party leadership must not see a significant threat from AGW.
    Nov 12 10:30 AM | 1 Like Like |Link to Comment
  • Did a Rising Savings Rate Kick-Start the Recession? [View article]
    KMI: Analysis by this analyst addresses your point in a compelling manner: www.theoildrum.com/nod...
    Nov 10 09:45 AM | 1 Like Like |Link to Comment
  • The Bureau of Labor Statistics' "Back to College" report has some eye-opening numbers and charts showing the potent economic force schools have become in the U.S.; employment in higher ed has grown dramatically in absolute terms as well as relative to total nonfarm payrolls.  [View news story]
    Conspicuously absent from the pretty charts are student debt loads and NPV calcs...both would call into question the value of higher education for most people.
    Sep 17 01:58 PM | 2 Likes Like |Link to Comment
  • Consumer Vs. Producer Sovereignty, Part II [View instapost]
    Good point. Along simlar lines, in greenhouse gas negotiations, China has made clear that it will ALWAYS be a developing country and therefore subject to looser emissions standards than OECD.
    Sep 2 04:47 PM | Likes Like |Link to Comment
  • Orexigen Therapeutics (OREX) enters into a partnership with Takeda (TKPHF.PK) to commercialize Contrave, an obesity drug, in North America. OREX +22.2% premarket. (PR)  [View news story]
    My obesity drug is free: eat less.
    Sep 2 09:11 AM | Likes Like |Link to Comment
  • Disney (DIS) and Time Warner Cable (TWC) are nearing an accord over programming fees and expect to reach an agreement in time to prevent a threatened TV blackout. If a deal isn't reached by midnight on Thursday, millions of viewers will lose access to TV channels like ESPN and ABC.  [View news story]
    What a tragedy that would be - like going without air or water.
    Aug 30 08:33 AM | Likes Like |Link to Comment
  • Shell's Biofuel Deal in Brazil: Has the Time Finally Come for Start-Ups? [View article]
    Still trying to understand the deal but I am not as optimistic as you.

    I think it would better be characterized as an "acquisition and recap" than a JV.

    The Brazilian founder must have sold because he had to...something about the business wasn't sustainable...thus the debt load and need for cash.

    Market power will enable newco to push through price increases to Brazilian consumers and this will help the business, and support Brazil's balance of payments.

    It looks like Brazil needs oil more than it has let on in recent years. Its story of energy independence may not hold up.

    It's also not clear the advanced biofuel co's were a key part of the deal...Shell is just using newco to hold its biofuels plays without necessarily upping the ante.

    What is clear is that the Brazilian folded his cards.
    Aug 27 11:54 AM | Likes Like |Link to Comment
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