AlphaZedder

We know about the laws of supply and demand, but what if economics violates the laws of physics? Some academics are arguing that a model for consistent economic growth ignores diminishing energy supplies. As one professor puts it: "Neoclassical economics is inconsistent with the laws of thermodynamics."

You mean progress and consumption at current rates is unsustainable??!!??

Who are these guys spreading this phooey?!@

Weekly Market Notes: At the Cusp of a Sluggish Recovery

Revolution!

Is the Market Correction Finally Here?

shorting banks... haha

Pace of Insider Sales Continues to Escalate

A number of points can be gleaned from the comments above...

The most informed investors(insiders) are also...

-in general aged... so they are looking for low risk nest eggs to replace those lost in the last couple of years... so they are willing to cash out now even if returns are less then were they to hold on.
-in general able to access emerging markets where gains have been better than in the G7.

So while I agree insider trading does "mean" something... there may be other factors at play. e.g. given a collective elderly age and a collective wisdom with respect to the most lucrative investments available insider investing may speak less about the health of American equities and more about imminent retirement and off shore investment opportunities.

Which Stocks to Watch on China's Growing Oil Consumption

Thanks Hard Core... nice graphs!!

Latvia Kills Emerging Market Rally with Currency and Funding Crisis

" than their antiquated currency"

How embarassing

Latvia Kills Emerging Market Rally with Currency and Funding Crisis

Well perhaps you could blame the fall of the Roman Empire on its failure to effectively administrate a single currency...

Which brings me to my point... just throwing this one out there folks...

Its not that the Latvian economy is bust... its just that they'd rather buy Euros than there antiquated national currency...

Good for them... its about time!

Latvia Kills Emerging Market Rally with Currency and Funding Crisis

Currencies have faltered before...

Electrical Consumption in 2009 Likely to Be Lowest Since WWII

Nice chart... I work at an electrical utility and we are staring this right in the eye... its a significant factor in the NA market.

Current Rally: Are We in May 2003 or May 2008?

Old Trader... yeah there is a diff as you've noticed... nicely done.

To your point though... the fact that I would focus on certain sectors does not contradict the fact that there are values to be had in each sector...

Everyone agrees that the lead out to this recession will be in materials services and commodities to developing markets --

Current Rally: Are We in May 2003 or May 2008?

I'm beginning to think that most contributors to this site are going short on everything and inventing theories to "anchor" themselves.

This fellow is talking about P/E ratios being too high... he was probably buying in 2007... He does make a living at this I assume... I mean he is writing for seeking alpha after all.

No one should doubt that this is an historic time to buy equities of all types... there are values to be had everywhere... If you have cash to spare and two to five years to sink it... go for it...

I would focus on buying anything that fills a need in an emerging market (South America, India, China) and you'll be doing just fine. Cell Phones, Materials and Energy.

Just a hunch

Could China's Recovery Be Stalled?

Tradermark... the quotes are poignant enough... so yes there has always been the question of whether or notChinese stats wrt economic figures were reliable or not. And certainly we can wonder about whether or not China will provide the stimulus the rest of the world requires to move through the current millieu.

However simple lending and the risk of loans gone bad are well understood e.g. I'm sure the Chinese understand they may see some bad debt as they try to sponsor growth (the old fashioned way)...

The effect of the financial instruments conceived and peddled in the Western world that, going bad, have brought us to our current state are novel and still not understood.

The Rally That Won't Die

Wow ... what do all those pretty pictures mean?

Google's Android Will Become the Default Mobile Platform

Oh yeah... another weak point... although the Open Source community is legion... Open Source family values have always had questionable revenue generating properties...

Google's Android Will Become the Default Mobile Platform

Just like in previous iterations of the ongoing evolution we like to call "convergence of devices" there will likely be no clear winner. Propietary interests will as per ussual in the technology realm... continually detract from consumer value...

Google hopes to attain dominance via a three pronged attack.

1/ Reduce the barrier to entry into the smartphone market by doing the hard work... provide an OS for any Tom Dick and Harry smartphone hardware manufacturer to use. Capitalize on the fact that everyone wants a peice of the Blackberry/iPhone pie (Nokia/Motorolla/SonyE... have all lost it already... they will not achieve dominance with their current strategies-- i.e. they are irrelevant players).

2/ Use iGoogle as req'd to
-- take RIM down in the business arena
-- take Facebook down in the social networking arena
-- take Apple down in the general consumer arena.
-- sweeten the deal for incumbent Android Hardware manufacturers... a ready made suite of apps... just provide a browswer.

3/ Position Android as "Open Source" have linux nerds provide the grass roots enthusiasm you need to build an OS cult similar to Apple's cult.

In theory this is all fine... in practice...

1/ the consumer arena is going to be won by whomever finally secures completely DRM free media from all the media outlets in one spot -- not by an OS -- the winner in the living room will win in the hand set and in the automobile.

2/ from a hardware perspective relying on every Tom Dick and Harry to provide consistent form factors e.g. user look and feel will be challenging to users as well as companies looking to support/provide content. Likely Google will end up backing strongly the dominant Android hardware maker as time passes.

3/ from a business perspective users will need Microsoft back office ... Oracle.... Unix... Redhat... IBM... lotus... legacy app x and gateway y -- either marry to one of these technologies(as RIM to MSOFT) or die as each of these behemoth interests uses their interface to your product as a way to kick each other in the teeth. That's like dying by a thousand papers cuts... ouch... I don't want to see that again.

Wow... that was amazingly fun to write!!