jlmanfred

jlmanfred
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  • Brazil's Selic Rate Cut To New Low: Is It Enough To Spark Economic Growth?  [View article]
    How much impact will the World Cup and Olympics have on Brazil's GDP growth? This assumes that Brazil can get itself ready for these major events.
    Brazil is also building as many as 20 Dams and other major projects to be completed by 2020. Impact?
    Jul 14, 2012. 10:57 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News  [View article]
    Where is Jon Corzine??
    Jul 7, 2012. 07:59 AM | Likes Like |Link to Comment
  • Buyer Beware With European Bank Stocks  [View article]
    SAN is one of the better capitalized, well operated EU-based banks with significant income and holdings outside of the EU area.
    Jul 2, 2012. 09:22 AM | Likes Like |Link to Comment
  • Anheuser-Busch InBev Goes South Of The Border  [View article]
    Thanks for the article. What is the relationship between BUD and ABV, if any? Thanks.
    Jun 30, 2012. 09:32 AM | 1 Like Like |Link to Comment
  • Coal Stocks Killed, But Survivors Not Hard To Find  [View article]
    Any thoughts on China's YZC? Thanks
    Jun 21, 2012. 10:17 AM | Likes Like |Link to Comment
  • The U.S. Economy Sitting On The Threshold Of A New Golden Age, Part 1  [View article]
    Thanks, re-read some of the above and noted some emphasis by some about pessimism and in my view the Age of Pessimism = Age of Lack of Vision and Leadership.
    Jun 11, 2012. 09:04 AM | Likes Like |Link to Comment
  • The U.S. Economy Sitting On The Threshold Of A New Golden Age, Part 1  [View article]
    Agree with your philosophical thoughts and would only add that an Age of Pessimism = Age of Lack of Vision and Leadership.
    Jun 11, 2012. 08:55 AM | 1 Like Like |Link to Comment
  • The U.S. Economy Sitting On The Threshold Of A New Golden Age, Part 1  [View article]
    Thanks for your optimistic view. We are currently converging on pessimism and you are diverging toward optimism. You are probably correct and will need to wait for others to catch up. Free markets are the key along with a sound currency and less debt. In a global economic system there are more variables requiring solvency, liquidity and political will to do what is correct with a longer term view and minimal corruption. There are many challenges that need to be addressed including more and more automation in all fields requiring less labor, demographics of aging populations and lower birth rates, inadequate educational system, and fiat money to name a few.
    Jun 9, 2012. 10:52 AM | Likes Like |Link to Comment
  • Natural Gas Sees Another Positive Development  [View article]
    Paulo, any thoughts on China's YZC? Thanks.
    May 31, 2012. 09:37 AM | Likes Like |Link to Comment
  • Investing In A Coal Rebound: 5 Stocks To Watch  [View article]
    Any thoughts about China's YZC? Thanks.
    May 31, 2012. 08:30 AM | Likes Like |Link to Comment
  • The JPMorgan trade revealed a lot about the state of banking, Barry Ritholtz writes. It took only a few years for banks to get back to the kind of risky trades that crashed the system in 2008, derivatives remain “financial weapons of mass destruction," and these “hedges” are just speculation. Ritholtz: The U.S. must "reinstate Glass Steagall, and repeal the Commodity Futures Modernization Act."   [View news story]
    Where is Jon Corzine?
    May 13, 2012. 09:13 AM | 4 Likes Like |Link to Comment
  • My Take On Kinder Morgan  [View article]
    It is my understanding that rail shipments of coal in the US are down significantly, as much as 30%. Coal needs rail shipment to account for exports.
    Apr 14, 2012. 09:48 AM | 2 Likes Like |Link to Comment
  • If You Think All Utility Stocks Are The Same - Think Again  [View article]
    Prof C. Thanks for excellent article as always. I am trying to make a list of US utilities that have a high usage and dependance on coal. Coal is excellent but not favored in US esp. with high inventories of natural gas. Also a list of non-US utilities in Brazil, Chile, China and Europe. Thanks.
    Apr 8, 2012. 06:25 PM | Likes Like |Link to Comment
  • Iron Ore Margins Can't Last  [View article]
    I was replying to maverta comments.
    Mar 18, 2012. 09:57 AM | Likes Like |Link to Comment
  • Iron Ore Margins Can't Last  [View article]
    I note you tend to 'believe' in companies .... this is an act of faith; however, not a strategy does it make. Good luck though!
    Mar 17, 2012. 09:18 AM | Likes Like |Link to Comment
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