nScout

Longer Term Reversal Trigger

Good article!

VMWare Facing Pressure from All Sides

Informative article. Thanks.

What Was Left Out of the Jobs Report

Very good analysis. Thanks.

Plains Exploration Pays Chesapeake $1.65 Billion for 20% of Haynesville Shale

Very good paper. Thanks!

Will Electric Power Cause the Next Price Shock?

to jse17: just go and watch video.google.fr/videos...

Human cause of global warming is a scam indeed for more taxes and juicy carbon credits trading.

Wall Street Breakfast: Must-Know News

Why is it that governments did't monitor and regulate the wall street speculators and their "subprimes". Why is it that governments do not monthly tax to oblivion the commodities and again wall street speculators on their unrealized and realized profits? Money and politics?

ECB Calls Bernanke's Bluff

To JasonC:
US M1 is not a reliable measure of the money supply as it only sums cash and demand accounts. US M3 is the measure that sums ALL shortly available payment instruments. Why then did the FED stop publishing this measure in March 2006? Can you give us the result of the "inflation identity" measuring the rate of inflation since 2003 (Inflation (%P) is equal to the rate of money growth (%M3), plus the change in velocity (%V), minus the rate of output growth (%Y))?

ECB Calls Bernanke's Bluff

"..Bernanke and his boss, Treasury chief Henry Paulson.." Yes one wonders about the independence of the FED. The huge monetary creation and lack of oversight of the past years by the FED was an easy way to finance the gigantic US budget deficits brought about by useless and ruinous internal and international policies.

Textainer Group: Counting on Container Shortages, Slow Ships to China

To C. Chapman: thanks for the clue.

Textainer Group: Counting on Container Shortages, Slow Ships to China

Being also long TGH, I found this article interesting especially about the correlation between the price of TGH and the Baltic Dry Index. Where do you find quotes of this index though? TGH has also returned to leasing refrigerated containers and quickly booked a large order of these.

Who's Wrong About Inflation?

If all your budget ends up going into food and energy what do you care about the price of "discretionary" goods. Bureaucrats need to constantly invent concepts, useless as they may be, to justify expanding their offices at the taxpayer's expense. By the way, is there a "price of government" index?

Diving Into the Water ETF

Thanks to the author for the clearing work which is good since it elicited many comments and it will push me to dig deeper.

Contrarian Pick: Flash Memory Vendors

Agree with this well argumented view. In addition there are national security reasons why the US cannot let down a company like MU; control of computer memory manufacturing and testing is a strategic component of defense. I am long MU.

'The Worst Is Over for Financials' - Really?

Besides the continuing nasty surprises from the Financials, beware of negatives coming from cash rich companies who have invested cash in now illiquid instruments.

The Debut of FROs

Who will guarantee the payments under these contracts?