Monday, January 31, 2011

Normalizing Container Shippers

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Last year brought plenty of newbuild orders for big hulls from big shippers.  Those newbuilds are now tapering off, with orders expected to...
Sunday, January 30, 2011

Thumbnail Sketch Of The Egyptian Crisis

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Several things are worth noting about the unfolding Egyptian political crisis. The possibility that political instability will force closu...

The Limerick of Finance for 01/30/11

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Egypt gives the markets a scare More chaos will spread over there If ship lanes are gone Here comes a black swan A sign for investors: b...
Saturday, January 29, 2011

The Haiku of Finance for 01/29/11

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Chevron out of coal Exiting coal-to-liquids Focus on "black gold"
Friday, January 28, 2011

Cocoa Shortage Will Prove Sweet News For Top Makers

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Resource investors worry about Peak Oil and Peak Gold.  Now they can start worrying about Peak Chocolate.  Certified fair-trade cocoa growe...
Thursday, January 27, 2011

Japan's Credit Downgraded, U.S. Next In Line

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TV character Gomer Pyle used to say "Surprise, surprise, surprise!" whenever something obvious caught everyone else off guard.  S...
Wednesday, January 26, 2011

Financial Crises Past And Yet To Come

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Americans need to steepen their learning curves.  We should have seen the last crisis coming: The commission that investigated the crisis ...

Shippers In Bankruptcy, Coming Soon

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Here's the first of more to come.  A Korean shipper is headed down the tubes: Korea Line filed for a court receivership on Tuesday i...
Tuesday, January 25, 2011

Tuesday Newsreel for 01/25/11

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Headlines are magical things.  They lead to discovery of the world's wonders.  Societe Generale doesn't want to be on the systemi...
Monday, January 24, 2011

Chinese Tiger Mothers Needed In America

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Count on somebody in America to get offended at the mention of standards and accountability.  Amy Chua's Battle Hymm of the Tiger Mothe...

Updating The Alpha-D For Jan. 2011

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Here's what's new and no to new with my portfolio. My puts under GDX were exercised when they fell below 58 . . . and boy oh boy ...
Sunday, January 23, 2011

The Limerick of Finance for 01/23/11

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To value ore still in the ground Don't count stuff that hasn't been found What geology shows Is likely all that goes Let explore...
Saturday, January 22, 2011

Helping Out The Competitiveness Agenda

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I'm all in favor of efforts to strengthen America's competitiveness.  Plans are in the works to move the country in the right direct...
Friday, January 21, 2011

San Francisco Blockbuster Pension Bonus

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Leaving pension decisions to voters may not be any wiser than leaving them to fiduciaries.  San Francisco voters agreed in 2008 to tie incre...
Thursday, January 20, 2011

The Haiku of Finance for 01/20/11

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China-U.S. ties Creditor strength on display Giant growing pains