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  • Why An Islamic Revolution In Saudi Arabia Is A Surefire Way To Send Oil To $300 A Barrel [View article]
    Interesting take Mr. Hussain. I'll try to digest but meanwhile I concur that there are many tricky games being played.

    As you are a supply chain practitioner, I'll interject that China is game-playing off religiously motivated as well as national, geo-political and macro-economic circumstances with a great deal more sophistication than the US, the EU, Japan the Sauds, etc. The seemingly small events around and about the Senkaku islands will measurably impact global economic data in October.

    Your "calibrated" risk spread on turnover of the kingdom is useful as a way of looking at the situation and I appreciate your comment as a whole. Regards.
    Sep 30, 2012. 12:05 AM | Likes Like |Link to Comment
  • Why An Islamic Revolution In Saudi Arabia Is A Surefire Way To Send Oil To $300 A Barrel [View article]
    Mr. Katusa, I appreciate and agree with much of your analysis, but I'm baffled by this sentence:

    "Islamist leadership in Saudi would not be the moderate, democratic version we're seeing in Egypt."
    Sep 29, 2012. 04:32 PM | 2 Likes Like |Link to Comment
  • Toyota (TM) and Nissan (NSANY.OB) are cutting production in China due to a decline in demand that comes amid simmering tensions between Japan and China over a territorial dispute. Toyota and its Lexus brand are adjusting production down while Nissan's Chinese joint venture will stop making passenger vehicles through Oct. 7. Just another effect of the skirmish, one strategist says: "The market could be stuck with this for months to come." [View news story]
    China is evidently prepared to capitalize on and contribute to other nation's weaknesses. Not only the Japanese, South Koreans and Taiwanese but also North America and the EU will be confronting an expansionist China, fueled by our own profligacy.
    Sep 26, 2012. 12:07 PM | Likes Like |Link to Comment
  • General Electric's Hidden Gem [View article]
    Guess you are going at saratogahawk, my family btw is very long, too long GE. Socialistic? Building wind turbines in China to sell at subsidized and/or pre-ordained prices in the US. Buying Chevy Volts en masse in exchange for the tax credits and the PR for GM and the gummint. In bed with the ACA and happy to pay the medical device tax, as GE's plans to digitize the entire population so we are at the thumbs of the government will benefit....shareholders? I freaking hope so.

    If Immelt is so competent, he can get it to $40 and give the long-suffering a chance to get out.
    Sep 20, 2012. 11:31 PM | Likes Like |Link to Comment
  • How To Position For President Obama's Second Term [View article]
    Good dialogue, gentlemen.
    Sep 20, 2012. 11:17 PM | Likes Like |Link to Comment
  • Waste Management: Stinky Business With Rosy Growth Prospects [View article]
    Mine is invisible, but it can't work out to much more than $12-15 a month as it is bundled in my very modest annual property tax levied by my small-city-within-metro area.
    Sep 20, 2012. 04:09 PM | Likes Like |Link to Comment
  • Waste Management: Stinky Business With Rosy Growth Prospects [View article]
    I like that comparison even if tallguyz did not, also holds true for YUM, PZZA and other top franchisers.
    Sep 20, 2012. 04:01 PM | Likes Like |Link to Comment
  • Waste Management Becoming The Apple Of Biofuels [View article]
    A little more dinging might create a good entry point. I'm watching more closely the next few weeks.
    Sep 20, 2012. 03:56 PM | 1 Like Like |Link to Comment
  • Initial Jobless Claims: -3K to 382K vs. -9K consensus. Continuing claims -32K to 3.27M[View news story]
    A fitting finish to Recovery Summer III.
    Sep 20, 2012. 09:14 AM | 2 Likes Like |Link to Comment
  • China's flash PMI ticks up from last month's final - HSBC flash at 47.8, from the 47.6 of a few weeks ago - but the overall month looks to be the 11th straight month of contraction in Chinese manufacturing. S&P 500 futures -0.1%; Chinese markets little changed, with Shanghai down 0.1%[View news story]
    How are we going to account for the losses, slowdowns related to Chinese state-sponsored "unrest" that will impact all the Japanese parent companies? Not good for PMI or GDP.
    Sep 20, 2012. 12:23 AM | 1 Like Like |Link to Comment
  • 3M (MMM +0.3%) is the latest major company to caution about the economic outlook, as CEO Inge Thulin says its initial 7%-8% revenue growth forecast is now a "stretch target... The market has changed since that target was put in place. It was done in a different economic environment." The weak economy is making M&A targets more attractive, Thulin adds. (earlier[View news story]
    FedEx negative, 3M negative. November 6 will drive both, up or down.
    Sep 20, 2012. 12:21 AM | 1 Like Like |Link to Comment
  • Fed Gets Aggressive: Willing To Risk Some Inflation [View article]
    James, your headline left me troubled by a parallel thought: "Arab Street Gets Aggressive: Willing to Risk it All."

    Indulge me in a re-write of the first of your concluding points. The protagonists of the embassy attacks are "implicitly admitting that [they are] playing with fire. In other words, by making the ignition of [anti-American conflict] its trigger for [consolidating new-found power and pursuing anti-Western agendas], the [so-called Arab Street and their leadership] risks igniting a fire of unintended scope and effects."

    The confluence of risk-taking by the Fed, risk-taking by the ECB, and risk-taking by a newly empowered network of people who are no friends of free markets has me concerned. I can envision rapid disintegration of existing supply chain and retail infrastructures throughout the Middle East. Meanwhile, China follows antagonistic policies of their own while aiding and abetting the risk-taking on all sides. (Aside: I don't think they give a d@mn about the citizenry of any other country no matter how profitable the relationship.)

    Enough of my tin-hat musings. No offense meant. I'd welcome your response, and the replies of other readers.
    Sep 13, 2012. 04:36 PM | 4 Likes Like |Link to Comment
  • How To Position For President Obama's Second Term [View article]
    Whatever your take on this article and the election, credit the author for not only addressing an event that impacts all investors, but expanding on his opinion by taking the time to answer drive-by critics who have not posted full-length positions/analysis. Now following Mr. Brochstein.
    Sep 12, 2012. 01:03 AM | 4 Likes Like |Link to Comment
  • If Bill Clinton Gave A Speech On Fiscal Responsibility In Equity CEFs [View article]
    Mr. Albo used a rhetorical device to deliver his guidance JCC, and he did indeed capture some of El Slickster's familiar style and cadence. If you got Eastwood's empty chair schtick, I think you can also separate the author's analysis from the voice he adopted.
    Sep 11, 2012. 08:07 AM | 2 Likes Like |Link to Comment
  • How To Position For President Obama's Second Term [View article]
    "Obama's policies in his first term haven't been particularly pro-growth, but I expect that lame-duck Obama will want to fund the many investments he has been discussing since before he was elected the first time. I think that we could see spending aimed at boosting jobs (and funded by cutting defense). In general, I expect lame-duck Obama to be very pro-growth, which likely won't play well in bond land."

    So unaccountable deficit spending to grow government and reward political donors that wasn't "particularly pro-growth" will somehow become "very pro-growth"?
    Sep 10, 2012. 07:40 AM | 7 Likes Like |Link to Comment